The TN Wealth Management team and co-host Erik Ainge, former University of Tennessee Quarterback, are back to review their strategies and track record, which has consistently out performed the Dow Jones Industrial average.  Join them to hear more details about these strategies and learn how you can get a free Morningstar Report, free assistance with your will documents through a company they partner with, Trust & Will, and a signed autographed football by cohost Erik Ainge!  Also, listen in to find out who is joining the team!

In this show, Erik Ainge, former University of Tennessee Quarterback, and the TN Wealth Management Team revisit the strategies they use to help people materially improve their financial future. They'll cover their track record results in addition to discussing these strategies, and will also begin to discuss the importance of not only focusing on your investments, but also your retirement and affairs.  Listen today to learn more about this three legged stool approach and how you too could be taking advantage of the strategies they share to improve your own financial situation.

Join the TN Wealth Management team and co-host Erik Ainge, former University of Tennessee Quarterback, as they review what it looks like to materially improve your financial future. They will recap the strategies they utilize with their own clients, which have provided consistent results that exceed the Dow Jones Industrial Average. Listen today to hear them share their most recent track record results and how you too could be taking advantage of these strategies to improve your own financial scorecard.

Join the TN Wealth Management team as they share with Erik Ainge, former University of Tennessee Quarterback, what it looks like to materially improve your financial future.  Also, on this episode the team will share their most recent track record. These numbers will allow you to compare your own financial scorecard with what they have been able to accomplish for their current clients with their financial plays, with the hopes of this comparison encouraging you to consider if you have the best Financial coach at work for you.

Jerry Goodman and Megan Hubbard are back, in Epiosde 25, to share how they've been able to materially improve the financial lives of many clients as a result of lower fees, lower investment costs, and using a diversified mix of common stocks instead of mutual funds.  To help you gauge your own personal performance, they are also sharing their entire 80 month track record.  Click here to see it for yourself! For the first eight months of 2025, you’ll see 215 accounts that averaged 28.4%... which is four TIMES better than the Dow Jones Industrial Average.  As of August 31st, you'll find 114 Advisory Accounts with a 5-Year net return of 16.6%...which is SIX points better than the Dow.  To learn more listen to the entire episode for a detailed explanation of how this information may possibly help you materially improve your financial future as well!

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

Have you prepared for a comfortable retirement? Is your estate in order?

To retire in comfort, your plan depends on more than just saving—discover the critical steps to protect your wealth and loved ones.

In this episode, your hosts Jerry Goodman and Megan Hubbard from Tennessee Wealth Management are sharing key strategies to safeguard your financial future. Discover how the Envision planning tool can assess your retirement readiness for free and learn why essential legal documents like wills and power of attorney are crucial.

Using real-life stories, they highlight the importance of early planning, debunk myths about revocable living trusts, and explain why probate in Tennessee may not be as daunting as you think. Plus, find out how the "step-up in basis" tax rule can save your heirs from large capital gains taxes.

Key Highlights:

Retirement Planning Tools: The Envision planning tool helps clients assess their retirement readiness, with Sally’s story showcasing its value
Estate Planning Pitfalls: Learn from Jack's story about the dangers of not having essential legal documents, such as a will or power of attorney
Trusts vs. Wills: Misconceptions about revocable living trusts are cleared up, and the reality of probate in Tennessee is explained
Step-Up in Basis: This powerful tax provision can save heirs from massive capital gains taxes, as shown in a case involving Truist Bank stock
Organizational Tools: The Housekeeping Profile and a Five-Step Process ensure all your affairs are in order, providing direction and clarity
Final PodCLASSes: This episode is part of a two-episode wrap-up that summarizes key takeaways from over 12 hours of content on financial stability
And much more!

Don’t leave your financial future to chance—listen now to learn how to protect your assets and provide clarity for yourself and your loved ones.

 

Resources:

Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)
Estate Planning Series: More than Just Tidying Up (Ep. 4)
How We Guard Your Legacy (Ep. 5)
Trusts vs. Wills: What You Don’t Know (Ep. 6)

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

Hidden fees could be eating into your returns, and transparency is key to unlocking better financial outcomes. 

Hosts Megan Hubbard and Jerry Goodman reveal how strategies like the Dividend Growth Strategy—which delivered a 14.06% return over five years—can outperform traditional mutual funds.

Megan and Jerry share a success story featuring Bruce and explain how aligning his advisors saved him thousands in fees and boosted his returns. They also expose the issues that come with pay-to-play relationships at some firms and discuss how getting a second opinion can help uncover hidden costs and improve performance.

This episode is packed with insights to help you optimize your portfolio and take control of your financial future.

Key Highlights:

Dividend Growth Strategy: Discover how adopting this approach led to a 14.06% return over five years, outperforming a typical mutual fund strategy by 77%
Client Success Story – Bruce: See how aligning his advisors saved Bruce thousands in fees and unlocked unexpected investment returns
Streamlined Wealth Management: How discretionary portfolio management at Tennessee Wealth Management improves efficiency and drives long-term results
Pay-to-Play Pitfalls: Learn how some investment firms may choose mutual funds based on incentives, not your best interests, and what to watch out for
Second Opinions: Find out why getting a fresh perspective on your investments could save you from hidden fees and deliver higher returns
The Power of Transparency: Understanding the true cost of advisory fees and decision-making processes can dramatically improve your financial outcomes
And much more!

Don’t let hidden fees and outdated strategies hold you back. Tune in now to discover how you can take charge of your financial future today.

 

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

Do you think you’ve covered all your financial bases, or are you struggling to keep up with your financial plans, retirement goals, or estate management?

You’re not alone. Hosts Jerry Goodman and Megan Hubbard are here with strategies to help you gain control and clarity, showing how small financial changes could earn big results.

In this episode, Jerry and Megan focus on how to organize your finances and improve your long-term financial outlook through proven techniques, including the powerful dividend growth strategy. Whether you're new to retirement planning or need to streamline your investments, this episode offers actionable steps that could make a big difference.

Take Bruce, for example—a client whose holistic financial strategy saved him nearly $200,000 in advisory fees over 20 years. His success story shows how small adjustments can yield enormous financial benefits. If you’re ready to optimize your portfolio and create a solid financial future, this episode is packed with practical advice you won’t want to miss.

Key Highlights:

Dividend Growth Strategy: Learn how this investment approach yielded a 14.06% return over five years, ensuring long-term financial stability and growth
Client Success Story – Bruce: See how one client saved nearly $10,000 annually by cutting unnecessary fees and simplifying his investments, leading to significant long-term savings
Estate & Tax Planning: Discover the importance of aligning your estate planning, tax advisors, and financial strategies to maximize efficiency and ensure assets are managed correctly
Holistic Approach: Jerry emphasizes the value of having all your financial, legal, and tax advisors work together for a seamless and stress-free process
Cost Savings: Uncover how reducing advisory fees and eliminating underperforming mutual funds can drastically improve your financial future
Target Audience: This episode is particularly beneficial for clients and their families, offering clear guidance on managing investments and preparing for the future as beneficiaries
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

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

Are you ready to turn market downturns into investment opportunities?

You're in the right place!

Buckle up for the 19th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. This episode continues our series on organizing investments and managing retirement planning, with a special focus on the benefits of dividend growth investing.

Key Highlights:

Core Investment Principles: Discover how the dividend growth strategy can provide stability and growth in your financial portfolio, especially during volatile markets
Bargain Opportunities: Jerry Goodman illustrates how market downturns, like the 2020 COVID-19 pandemic and the 2023 regional bank crises, present unique buying opportunities. Learn how these events allowed for strategic investments in undervalued sectors
Strategic Diversification: Understand the importance of diversifying your portfolio. Jerry and Megan discuss balancing investments between stable dividend growth stocks and undervalued stocks affected by market downturns, leading to significant gains
Market Insights: Jerry emphasizes the importance of being prepared for unpredictable market opportunities and acting quickly to capitalize on them, supported by thorough research and diversification
Professional Advice: The episode underscores the value of professional financial advice and understanding the risks associated with market investments. Jerry and Megan offer personalized assessments to help optimize your investment strategy
Estate Planning: The discussion also touches on the importance of clients' families understanding their investment strategies, especially concerning future inheritances
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

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

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