Tag: Personal Finance
Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

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Are you worried you might outlive your savings?

Join hosts Jerry Goodman and Megan Hubbard in this compelling episode of ‘The Organized Investor PodCLASS’, where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for transparent investment fees. Learn actionable strategies to ensure your financial security and longevity.

Key Highlights:

  • Understanding Financial Anxiety: Confront the common fear of depleting retirement funds with effective long-term financial strategies
  • Navigating Retirement Uncertainties: Equip yourself with tactics to control what’s within your reach and prepare for the unforeseeable elements like economic fluctuations
  • Critiquing 401(k) Plans: Dive into a case study revealing the often-overlooked disadvantages of 401(k) plans that could be compromising your retirement goals
  • Exploring “Pay to Play” Dynamics: Shed light on the secretive financial relationships influencing your retirement plans and how to advocate for your best interests
  • Making Informed Retirement Choices: Optimize your retirement outcomes by understanding the real impacts of your financial decisions 
  • And much more!

 

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How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

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Tired of the same old investment advice? 

Unlock your financial future’s potential with Jerry Goodman and Megan Hubbard in this captivating episode of ‘The Organized Investor PodCLASS’. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions.

Key Highlights:

  • Robust Investment Strategies: Discover the advantages of individual stocks like those in the Wells Fargo DSIP list, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades
  • Navigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversification
  • Effective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understanding
  • Impressive Performance Insights: Uncover the secrets behind their advisory services’ remarkable 14.06% net annual return over five years
  • Personalized Retirement Strategies: Get acquainted with the ‘Envision’ tool and how it tailors retirement planning to individual needs
  • Commitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensive
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How To Unleash Your Portfolio’s Power (Ep. 12)

How To Unleash Your Portfolio’s Power (Ep. 12)

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Is your investment strategy holding you back? 

Join Jerry Goodman and Megan Hubbard in ‘The Organized Investor PodCLASS’ as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance.

Key Highlights:

  • Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive management to unlock immense value
  • Impressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rate
  • Navigating ‘Pay to Play’ Dynamics: Uncover how ‘Pay to Play’ arrangements in the investment industry could impact your financial choices
  • Strategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolio
  • The Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or funds
  • Learn and Grow with Professionals: Engage in Jerry and Megan’s self-funded workshops and educational resources for unbiased, invaluable financial guidance
  • Future Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real difference

 

Connect with Jerry Goodman and Megan Hubbard: 

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Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

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Could your portfolio be working harder for you?

Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of “The Organized Investor PodCLASS”. Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging.

Key Highlights:

  • Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management’s 190 advisory accounts boasting a notable five-year return rate of 14.06%
  • Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews
  • DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually
  • Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns
  • Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion
  • Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey
  • Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics

 

Connect with Jerry Goodman and Megan Hubbard: 

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How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)

How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)

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Wondering how to streamline your financial life? 

Navigate the nuances of finance with a unique blend of humor and simplicity in “The Organized Investor PodCLASS.” Jerry Goodman, with four decades of financial insights, and Megan Hubbard, a former first-grade teacher skilled at breaking down financial terms into easy-to-digest lessons, are about to unfold secrets of financial planning and investment management in ways you’ve never heard before!

Curiosity-Sparking Highlights:

  • Organize to Maximize: Uncover how streamlining your investments and retirement plans can transform your financial health
  • The 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returns
  • Fee Fiasco Uncovered: We’re exposing the often-overlooked truths behind financial advisory fees and how they might be draining your wallet
  • DSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it matters
  • Revamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performance
  • Battle of the Giants: A detailed comparison of the DSIP list, the S&P 500, mutual funds, and ETFs – find out who really comes out on top
  • Beware of ‘Diworsification’:  Learn why having too many investments might be sabotaging your financial growth
  • Real-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFs
  • Rethink Your Investment Plan: Confident in your current strategy? We’ll give you compelling reasons to reconsider and optimize for better results
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How We Guard Your Legacy (Ep. 5)

How We Guard Your Legacy (Ep. 5)

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Think estate planning is just for the wealthy? 

Think again. 

Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future.

In this PodCLASS, Jerry and Megan explore:

  • Why neglecting estate planning could be the biggest risk to your family’s legacy
  • How choosing the right estate planning package could save you money compared to traditional legal services
  • An insider’s guide to two crucial estate packages that put you in control of your future
  • A creative spin on ‘Leave it to Beaver’ that reveals the stark realities of dying without a will in Tennessee
  • The surprising truths about revocable living trusts and why they might not be the safeguard you thought
  • A critical look at the hidden drawbacks of trusts – especially when it comes to accessing your assets when you need them most
  • And much more!

 

Resources:

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Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)

Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)

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Ready to organize your investments and plan for retirement? 

Welcome to “The Organized Investor,” a unique “PodCLASS” experience hosted by father-daughter duo, Jerry Goodman and Megan Hubbard. Jerry brings 40 years of experience in the financial industry, while Megan, a former first-grade teacher, contributes her Master’s Degree in Curriculum and Instruction. Their casual and relatable tone sets the stage for in-depth discussions on organizing investments and planning for retirement.

Throughout this episode, Megan and Jerry discuss:

  • The irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust
  • How small annual improvements in your financial planning can significantly elevate your long-term financial health
  • The advantages of individual stocks over mutual funds and ETFs
  • Why they focus on high-quality stocks with a history of raising dividends
  • Where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and long-form retirement planning forms.
  • And more!

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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Introducing Megan Hubbard, Your Pod-CLASS Teacher (Ep. 2)

Introducing Megan Hubbard, Your Pod-CLASS Teacher (Ep. 2)

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Are you ready to take control of your financial future? Meet your guides, Jerry Goodman and Megan Hubbard, as they introduce The Organized Investor Pod-CLASS, your textbook to handling your financial affairs.

In this episode, Jerry Goodman introduces co-host Megan Hubbard, your Pod-CLASS teacher! Megan shares her background as a licensed teacher and together they discuss their goal to educate listeners about organizing their investments, retirement, and affairs through The Organized Investor Pod-CLASS.

Jerry and Megan touch upon: 

  • A little bit about Megan’s history as a licensed teacher in Tennessee and how she decided to join the financial industry
  • Their goal to provide client education through The Organized Investor Pod-CLASS and inform listeners on organizing investments, retirement, and other financial affairs
  • Who their team is and what they do
  • What Megan does for fun when she isn’t in the office and what her idea of success is
  • What you can expect to learn from The Organized Investor Pod-Class
  • How they plan to DRAMATICALLY improve listeners’ financial futures, and how you can benefit the most from The Organized Investor Pod-Class
  • And more

 

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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