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On this episode of The Organized Investor, the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, and breaks down the four key documents everyone should consider. Also they share how a small performance advantage can make a major long-term impact, highlighting their investment philosophy and the power of compounding over time.
By Jerry Goodman and Megan HubbardOn this episode of The Organized Investor, the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, and breaks down the four key documents everyone should consider. Also they share how a small performance advantage can make a major long-term impact, highlighting their investment philosophy and the power of compounding over time.