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. We’ll cover a variety of issues in a way you should understand, and with the Tools & Information on our website… TheOrganizedInvestor.com … you can start getting organized RIGHT NOW.
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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. We’ll cover a variety of issues in a way you should understand, and with the Tools & Information on our website… TheOrganizedInvestor.com … you can start getting organized RIGHT NOW.
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:
The Organized Investor
LinkedIn: Jerry Goodman
jerry@tnwealthmgt.com
megan@tnwealthmgt.com
Office: 865-415-2060
Megan: 865-415-2070
The Organized Investor Pod-CLASS
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. We’ll cover a variety of issues in a way you should understand, and with the Tools & Information on our website… TheOrganizedInvestor.com … you can start getting organized RIGHT NOW.
