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.
How Organizing Your Investments Could Save You Thousands (Ep. 24)
The Organized Investor Pod-CLASS
34 minutes 26 seconds
1 year ago
How Organizing Your Investments Could Save You Thousands (Ep. 24)
Could small tweaks in your investment strategy be the key to thousands in extra returns?
Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year.
In this final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard reveal how reducing advisory fees and avoiding hidden mutual fund costs can boost your portfolio by 2% annually—adding up to significant long-term savings.
The Dividend Growth Strategy, which focuses on top-tier companies with rising dividends, offers higher returns with less risk. You’ll also learn how to capitalize on market downturns to find bargain investment opportunities, while sidestepping the risks of “pay-to-play” practices in financial services.
This episode offers the key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow.
Key Highlights:
Investment Performance Improvement: Improve your financial outcomes by 2% annually through smarter investment choices and reduced fees
Lowering Hidden Costs: Cutting advisory fees by just 0.25% can lead to significant long-term savings, while avoiding hidden mutual fund costs boosts returns
Dividend Growth Strategy: Focusing on companies with a track record of increasing dividends offers lower volatility and better returns compared to mutual funds or ETFs
Avoiding Pay-to-Play Conflicts: Discover how to avoid conflicts of interest where financial advisors might prioritize their profits over your portfolio
Client Success Story: Bruce's portfolio restructuring saved him $9,800 a year while improving his overall returns
Market Downturn Opportunities: Learn how to invest in high-quality stocks during market downturns for long-term gains
Organized Financial Management: The importance of organizing your investments with a comprehensive approach that includes tax and estate planning
And much more!
Actionable Takeaways:
Lower your advisory fees and avoid mutual fund fees to maximize your savings
Implement the Dividend Growth Strategy for consistent, long-term returns with lower risk
Be cautious of pay-to-play practices that could skew your financial advisor’s objectivity
Rebalance your portfolio during market dips to take advantage of undervalued stocks
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.
