Tag: Tennessee
How Organizing Your Investments Could Save You Thousands (Ep. 24)

How Organizing Your Investments Could Save You Thousands (Ep. 24)

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Could small tweaks in your investment strategy be the key to thousands in extra returns? 

Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year.

In this final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard reveal how reducing advisory fees and avoiding hidden mutual fund costs can boost your portfolio by 2% annually—adding up to significant long-term savings.

The Dividend Growth Strategy, which focuses on top-tier companies with rising dividends, offers higher returns with less risk. You’ll also learn how to capitalize on market downturns to find bargain investment opportunities, while sidestepping the risks of “pay-to-play” practices in financial services.

This episode offers the key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow.

Key Highlights:

  • Investment Performance Improvement: Improve your financial outcomes by 2% annually through smarter investment choices and reduced fees
  • Lowering Hidden Costs: Cutting advisory fees by just 0.25% can lead to significant long-term savings, while avoiding hidden mutual fund costs boosts returns
  • Dividend Growth Strategy: Focusing on companies with a track record of increasing dividends offers lower volatility and better returns compared to mutual funds or ETFs
  • Avoiding Pay-to-Play Conflicts: Discover how to avoid conflicts of interest where financial advisors might prioritize their profits over your portfolio
  • Client Success Story: Bruce’s portfolio restructuring saved him $9,800 a year while improving his overall returns
  • Market Downturn Opportunities: Learn how to invest in high-quality stocks during market downturns for long-term gains
  • Organized Financial Management: The importance of organizing your investments with a comprehensive approach that includes tax and estate planning
  • And much more!

 

Actionable Takeaways:

  • Lower your advisory fees and avoid mutual fund fees to maximize your savings
  • Implement the Dividend Growth Strategy for consistent, long-term returns with lower risk
  • Be cautious of pay-to-play practices that could skew your financial advisor’s objectivity
  • Rebalance your portfolio during market dips to take advantage of undervalued stocks

Connect with Jerry Goodman and Megan Hubbard: 

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Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)

Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)

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Looking to enhance your long-term financial plan with a strategy that ensures stability and consistent growth?

Is this possible in the current bear market?

Join us for the 18th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard “harp” on the dividend growth strategy. This episode is part of a broader series focused on organizing investments and managing financial affairs. Jerry and Megan, professionals with extensive backgrounds in teaching and financial services, bring insights and humor to this engaging discussion, making complex financial concepts accessible.

Key Highlights:

  • Core Investment Principles: Understand how investing in dividend-growing companies can lead to long-term financial stability and growth with lower volatility
  • Real-Life Success: Learn about the consistent profitability of the dividend growth strategy, evidenced by an average annual return of 14% over the past five years in accounts managed by Jerry and Megan
  • Market Insights: Discover the opportunities in bear markets. Megan explains their characteristics, emphasizing their shorter duration and less frequent occurrence compared to bull markets, supported by historical data
  • Strategic Investments: Gain insights into how strategic investments during the 2020 COVID-19 market drop, particularly in undervalued sectors like airlines and hospitality, yielded significant returns
  • Practical Advice: Reflect on your current investment performance. If your returns are lower than the discussed 14%, you might have room for improvement. Jerry and Megan offer to review your statements and provide personalized assessments
  • Estate Planning: Explore the importance of estate planning, especially through revocable living trusts, and understand why it’s crucial for comprehensive financial management
  • And much more!

 

Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio.

 

Connect with Jerry Goodman and Megan Hubbard: 

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Dividend Growth Strategy Explained (Ep. 17)

Dividend Growth Strategy Explained (Ep. 17)

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Are you looking for a foolproof investment strategy that ensures stability and growth, no matter the market conditions?

Tune in to the 17th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a Q&A format to make complex concepts simple and relatable.

Key Highlights:

  • Core Investment Principles: Discover why investing in well-managed companies with a track record of increasing dividends annually is a cornerstone of financial stability and growth
  • DSIP List Success: Learn about the Diversified Stock Income Plan (DSIP) from Wells Fargo, which has achieved a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6%
  • Exhibit A: Research list from Wells Fargo’s DSIP demonstrating long-term success
  • Exhibit B: Summary from Ned Davis Research showing the superior performance of dividend-growing stocks over extended periods
  • Exhibit C: Results from 84 advisory accounts managed by Jerry and Megan, achieving an average net return of 14.06% per year over five years
  • Exhibit D: Discussion on the “Fear of Missing Out” (FOMO) and how the tech bubble’s minimal growth contrasts with the stable returns of dividend growth stocks
  • Engagement: Reflect on your current investment strategy and compare it with the dividend growth approach. Reach out to Jerry and Megan for a personalized assessment and see how you can optimize your portfolio for long-term success
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How to Make the Most of Dividend Growth (Ep. 16)

How to Make the Most of Dividend Growth (Ep. 16)

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Are you on the hunt for an investment strategy that can weather any storm? 

Join hosts Jerry Goodman and Megan Hubbard in this episode of ‘The Organized Investor PodCLASS’ as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future.

Key Highlights:

  • Personal Touch: Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable
  • Core Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growth
  • DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6%
  • Exhibit B: Summary of a Ned Davis research report showing that dividend-growing stocks outperform the S&P 500 over a period longer than 30 years
  • Exhibit C: Insights from past episodes detailing the performance of 84 advisory accounts managed with a dividend growth strategy, achieving an average net return of 14.06% per year over five years
  • Educational Approach: Learn the importance of repeating key concepts to ensure they sink in, as Jerry likens it to the rinse-and-repeat process in hair washing
  • Engagement:  Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing help
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How to Make the Most of Dividend Investing (Ep. 15)

How to Make the Most of Dividend Investing (Ep. 15)

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Are you struggling with the complexities of modern investment options?

In this episode of ‘The Organized Investor PodCLASS,’ hosts Jerry Goodman and Megan Hubbard unravel the principles of dividend investing, helping you to understand your portfolio and to prepare your financial future. Discover tried and true methods that have benefited their clients for decades and gain practical knowledge to organize your investments effectively.

Key Highlights:

  • Personal Touch: Jerry and Megan blend professional insights with personal anecdotes, making complex financial strategies approachable and relatable
  • Core Investment Principles: Learn the importance of adhering to fundamental investment principles amidst a constantly evolving array of financial products
  • DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from AG Edwards, a strategy that boasts a 30-year average annual return of 12%, outperforming the S&P 500
  • Advisory Accounts Performance: Hear about the impressive performance of their advisory accounts, which have averaged a 14.06% net return per year over five years, highlighting the potential of dividend-raising stocks
  • Research-Backed Strategies: Jerry and Megan discuss supporting research from Ned Davis, showing that dividend-raising stocks have outperformed the market over a span of 48 years
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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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!

 

Connect with Jerry Goodman and Megan Hubbard: 

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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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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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Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

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Ready to transform your investment strategy?

Join hosts Jerry Goodman and Megan Hubbard on “The Organized Investor PodCLASS” as they deep-dive into dividend growth investing. Together, they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients. 

Key Highlights:

  • DSIP List Detailed: Dive into the ‘DSIP List’ (Diversified Stock Income Plan) from Wells Fargo Research. Discover how it consistently outperforms the S&P 500, reducing volatility and boosting returns
  • Personalized Investing with DGP: Get introduced to their Dividend Growth Portfolios (DGP) and learn what makes this approach both innovative and tailored to individual needs
  • Dividend Companies Decoded: Understand the crucial difference between high current yielders and consistent dividend growers
  • Yield Impact Explained: Grasp the crucial concept of dividend yield and its significant impact on your investment returns
  • Navigating Market Emotions: Learn how to stay calm and focused on long-term gains during periods of market volatility
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

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Feeling stuck with traditional investments? 

Learn how to shift gears for better returns in the latest “Organized Investor PodCLASS” episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry’s extensive financial experience with Megan’s educational expertise, they dive into effective and engaging investment strategies.

This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy.

Key Highlights:

  • Uncover the dangers of excessive diversification and its impact on portfolio health
  • Compare the superior performance of the DSIP list against traditional mutual funds and ETFs
  • Explore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growth
  • Gain insights into the crucial role of financial advisors in managing investments
  • Dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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