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 to Boost Your Portfolio with Dividend Growth Strategies (Ep. 20)
The Organized Investor Pod-CLASS
32 minutes 32 seconds
1 year ago
How to Boost Your Portfolio with Dividend Growth Strategies (Ep. 20)
Are your investments not performing as well as you'd like? Looking for a strategy that consistently outperforms the market?
In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you think managing your finances is as simple as checking the numbers, think again. This conversation could save you tens of thousands of dollars annually, and it all starts with knowing what to look for.
Jerry and Megan explore how investors can unknowingly miss out on potential gains and share their insights on ways to improve your investment portfolio. And the best part? Finding those improvements doesn’t cost a dime—it just requires a little time and a willingness to dig into your financial details.
Key Highlights:
Core Investment Principles: Discover how the dividend growth strategy ensures stability and growth in your portfolio, even during market volatility
Proven Performance: Jerry presents compelling evidence from multiple studies, showcasing how dividend growth strategies have consistently outperformed the market over the long term
Exhibit A: Wells Fargo’s DSIP showing a 12% annual return over 30 years
Exhibit B: Research from Ned Davis confirming the long-term success of dividend growth
Exhibit C: A five-year review of advisory accounts showing a 14.06% annual net return
Exhibit D: An article on FOMO and its risks compared to a steady dividend strategy
Exhibit E: Insights on finding bargain opportunities during bear markets
Target Audience: Understand why this strategy is particularly beneficial for potential clients and the families of current clients, ensuring a clear comprehension of how their investments are managed
Practical Benefits: Jerry emphasizes achieving a 2% annual improvement in performance through lower advisory fees, avoiding mutual fund costs, and selective investments, significantly impacting overall portfolio value
Estate Planning: Revisit earlier episodes on estate planning to understand how to organize your affairs and utilize revocable living trusts, particularly relevant for Tennessee residents
And much more!
Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio.
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.
