The Organized Investor Pod-CLASS

By Jerry Goodman and Megan Hubbard

Welcome to The Organized Investor Pod-CLASS with Jerry Goodman and Megan Hubbard from TN Wealth Management. Think of these Pod-Classes as a College of Knowledge and the Curriculum is organizing your I... more

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FAQs about The Organized Investor Pod-CLASS:

How many episodes does The Organized Investor Pod-CLASS have?

The podcast currently has 57 episodes available.

The Organized Investor Pod-CLASS episodes:

June 25, 2024How to Make the Most of Dividend Growth (Ep. 16)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
34min
June 11, 2024How to Make the Most of Dividend Investing (Ep. 15)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
32min
May 28, 2024Overcoming the Top Five Fears in Retirement Planning (Ep. 14)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2060
...more
29min
May 14, 2024How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
33min
April 11, 2024How To Unleash Your Portfolio’s Power (Ep. 12)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
38min
March 28, 2024Why You Should Unlock Your Portfolio’s Potential (Ep. 11)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
40min
February 06, 2024Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
40min
January 16, 2024Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
40min
January 02, 2024How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)
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:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
39min
December 19, 2023Unveiling Common Misconceptions and Tips for your Finances and Investments (Ep. 7)
One of the most important aspects of financial planning is to optimize your long-term performance.
This means not only choosing the right investments but also minimizing the fees and costs that can deteriorate your returns.
Are there some strategies for this?
In this episode, Jerry Goodman and Megan Hubbard explore strategies for improving long-term financial performance. They emphasize the importance of reducing advisory fees, avoiding unnecessary investment expenses, and being selective with investments. Introducing the Diversified Stock Income Plan (DSIP) list, a collection of dividend-raising individual stocks, they highlight its remarkable outperformance compared to the S&P 500 index.
In this PodCLASS, Jerry and Megan explore:
The misconceptions surrounding the need for a Revocable Living Trust
The need for a second opinion on investment management
The importance of paying attention to fees and costs, and how they can significantly impact savings over time
The importance of being more selective with investments to achieve better rates of return
The historical performance of the DSIP list, which has outperformed the S&P 500
Their goal of helping listeners make informed decisions
And more!

Resources:
Estate Planning Series: More than Just Tidying Up (Ep. 4)
How We Guard Your Legacy (Ep. 5)
Trusts vs. Wills: What You Don’t Know (Ep. 6)
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
...more
37min

FAQs about The Organized Investor Pod-CLASS:

How many episodes does The Organized Investor Pod-CLASS have?

The podcast currently has 57 episodes available.