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.
Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)
The Organized Investor Pod-CLASS
31 minutes 51 seconds
1 year ago
Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)
Looking to enhance your long-term financial plan with a strategy that ensures stability and consistent growth?
Is this possible in the current bear market?
Join us for the 18th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard “harp” on the dividend growth strategy. This episode is part of a broader series focused on organizing investments and managing financial affairs. Jerry and Megan, professionals with extensive backgrounds in teaching and financial services, bring insights and humor to this engaging discussion, making complex financial concepts accessible.
Key Highlights:
Core Investment Principles: Understand how investing in dividend-growing companies can lead to long-term financial stability and growth with lower volatility
Real-Life Success: Learn about the consistent profitability of the dividend growth strategy, evidenced by an average annual return of 14% over the past five years in accounts managed by Jerry and Megan
Market Insights: Discover the opportunities in bear markets. Megan explains their characteristics, emphasizing their shorter duration and less frequent occurrence compared to bull markets, supported by historical data
Strategic Investments: Gain insights into how strategic investments during the 2020 COVID-19 market drop, particularly in undervalued sectors like airlines and hospitality, yielded significant returns
Practical Advice: Reflect on your current investment performance. If your returns are lower than the discussed 14%, you might have room for improvement. Jerry and Megan offer to review your statements and provide personalized assessments
Estate Planning: Explore the importance of estate planning, especially through revocable living trusts, and understand why it's crucial for comprehensive financial management
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.
