Sign up to save your podcasts
Or
Share The Organized Investor Pod-CLASS
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Organized Investor Pod-CLASS
By Jerry Goodman and Megan HubbardBusiness
The Organized Investor Pod-CLASS episodes
- How 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 relatableCore Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growthDSIP 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 yearsExhibit 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 yearsEducational 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 washingEngagement: Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing helpAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207034 min
- How 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 relatableCore Investment Principles: Learn the importance of adhering to fundamental investment principles amidst a constantly evolving array of financial productsDSIP 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 500Advisory 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 stocksResearch-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 yearsAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207032 min
- Overcoming 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 strategiesNavigating Retirement Uncertainties: Equip yourself with tactics to control what's within your reach and prepare for the unforeseeable elements like economic fluctuationsCritiquing 401(k) Plans: Dive into a case study revealing the often-overlooked disadvantages of 401(k) plans that could be compromising your retirement goalsExploring "Pay to Play" Dynamics: Shed light on the secretive financial relationships influencing your retirement plans and how to advocate for your best interestsMaking Informed Retirement Choices: Optimize your retirement outcomes by understanding the real impacts of your financial decisionsAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-206029 min
- How 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 decadesNavigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversificationEffective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understandingImpressive Performance Insights: Uncover the secrets behind their advisory services' remarkable 14.06% net annual return over five yearsPersonalized Retirement Strategies: Get acquainted with the 'Envision' tool and how it tailors retirement planning to individual needsCommitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensiveAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207033 min
- How 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 valueImpressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rateNavigating 'Pay to Play' Dynamics: Uncover how 'Pay to Play' arrangements in the investment industry could impact your financial choicesStrategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolioThe Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or fundsLearn and Grow with Professionals: Engage in Jerry and Megan's self-funded workshops and educational resources for unbiased, invaluable financial guidanceFuture Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real differenceConnect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207038 min
- Why 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 reviewsDSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annuallyActive Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returnsTailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinionEngaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journeySneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tacticsConnect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207040 min
- Rethink 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 returnsPersonalized Investing with DGP: Get introduced to their Dividend Growth Portfolios (DGP) and learn what makes this approach both innovative and tailored to individual needsDividend Companies Decoded: Understand the crucial difference between high current yielders and consistent dividend growersYield Impact Explained: Grasp the crucial concept of dividend yield and its significant impact on your investment returnsNavigating Market Emotions: Learn how to stay calm and focused on long-term gains during periods of market volatilityAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207040 min
- Shifting 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 healthCompare the superior performance of the DSIP list against traditional mutual funds and ETFsExplore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growthGain insights into the crucial role of financial advisors in managing investmentsDive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocksAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207040 min
- How 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 healthThe 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returnsFee Fiasco Uncovered: We're exposing the often-overlooked truths behind financial advisory fees and how they might be draining your walletDSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it mattersRevamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performanceBattle 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 topBeware of 'Diworsification': Learn why having too many investments might be sabotaging your financial growthReal-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFsRethink Your Investment Plan: Confident in your current strategy? We'll give you compelling reasons to reconsider and optimize for better resultsAnd much more!Connect with Jerry Goodman and Megan Hubbard:The Organized InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207039 min
- Unveiling 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 TrustThe need for a second opinion on investment managementThe importance of paying attention to fees and costs, and how they can significantly impact savings over timeThe importance of being more selective with investments to achieve better rates of returnThe historical performance of the DSIP list, which has outperformed the S&P 500Their goal of helping listeners make informed decisionsAnd 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 InvestorLinkedIn: Jerry GoodmanOffice: 865-415-2060Megan: 865-415-207037 min
About The Organized Investor Pod-CLASS
From the publisher's feed
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…
Investments, your Retirement, and your Affairs. Listening may materially improve your life in a number of ways, but for that to happen, it also takes an open mind, an interest to learn, and your trust in the information we’re sharing. We focus on what is relevant and will explain some things several times, in different ways, over multiple classes… to ensure you understand their importance. The information is covered in a Circular Manner, so as long as you listen to 12 Pod-Classes in sequential order, you’ll have the knowledge and understanding to help you make more informed decisions. We constantly create new Pod-Classes to keep the information current and suggest you SUBSCRIBE to them so you’ll receive reminders to listen to the next one.