The Organized Investor Pod-CLASS

The Organized Investor Show with Erik Ainge (#19)


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In this episode of The Organized Investor Show, the Tennessee Wealth Management team discusses retirement planning and the impact that fees and investment strategy can have on long-term results. They share their 2025 performance, with average client accounts earning 36.3% net of fees compared to the Dow’s 13%, and explain how lower fees, avoiding mutual funds, and selective stock investing contribute to their approach. The team also challenges the common $1.2 million retirement myth and highlights the importance of transparency, Social Security planning, and comprehensive financial planning.

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The Organized Investor Pod-CLASSBy Jerry Goodman and Megan Hubbard