Episodes

The TN Wealth Management team teams up with co-host Erik Ainge, former University of Tennessee quarterback, to discuss real client experiences and how they’ve guided people through organizing their investments, retirement, and financial affairs. They’ll also break down their four “Get One Free” offers—valuable opportunities you won’t want to miss. Plus, you’ll gain a clear understanding of their three core strategies and how each one is designed to help clients make meaningful improvements in th...

The TN Wealth Management team returns with co-host Erik Ainge—former UT quarterback—to talk through real client stories and how they’ve helped people get their investments, retirement, and financial affairs in order. They’ll also break down their four “Get One Free” offers so you know exactly how to benefit. And on top of that, they’ll dive into their three core strategies and how those tools help clients build stronger financial futures.

The TN Wealth Management team is back to share some stories of current clients with co-host Erik Ainge, former University of Tennessee Quarterback, and how they have been able to assist them with organizing their investments, retirement and affairs. They'll also recap the four "Get One Free" offers they have to share , so you won't want to miss out on hearing about how you can take advantage of these. In addition to all this, you'll also learn more about their three core strategies and how they ...

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 fin...

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 taki...

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 sc...

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 Fi...

Jerry Goodman and Megan Hubbard are back, in Episode 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 81 month track record. Click here to see it for yourself! For the first nine months of 2025, you’ll see 210 accounts that averaged 33.2%… which is al...

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 si...

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 an...

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 relati...

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 ...

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...

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 ...

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 se...

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-manag...

Are you on the hunt for an investment strategy that can weather any storm? Join hosts Jerry Goodman and Megan Hubbard in this episode of ‘The Organized Investor PodCLASS’ as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future. Key Highlights: Personal Touch: Jerry and Megan weave professional insights with personal anecdotes,...

Are you struggling with the complexities of modern investment options? In this episode of ‘The Organized Investor PodCLASS,’ hosts Jerry Goodman and Megan Hubbard unravel the principles of dividend investing, helping you to understand your portfolio and to prepare your financial future. Discover tried and true methods that have benefited their clients for decades and gain practical knowledge to organize your investments effectively. Key Highlights: Personal Touch: Jerry and Megan blend professi...

Are you worried you might outlive your savings? Join hosts Jerry Goodman and Megan Hubbard in this compelling episode of ‘The Organized Investor PodCLASS’, where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for transparent investment fees. Learn actionable strategies to ensure your financial security and longevity. Key Highlights: Understand...

Tired of the same old investment advice? Unlock your financial future’s potential with Jerry Goodman and Megan Hubbard in this captivating episode of ‘The Organized Investor PodCLASS’. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions. Key Highlights: Robust Investment Strategies: Discover t...

Is your investment strategy holding you back? Join Jerry Goodman and Megan Hubbard in ‘The Organized Investor PodCLASS’ as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance. Key Highlights: Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive...

Could your portfolio be working harder for you? Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of “The Organized Investor PodCLASS”. Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging. Key Highlights: Striking Performance Revealed: Uncover the se...

Ready to transform your investment strategy? Join hosts Jerry Goodman and Megan Hubbard on “The Organized Investor PodCLASS” as they deep-dive into dividend growth investing. Together, they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients. Key Highlights: DSIP List Detailed: Dive into the ‘DSIP List’ (Diversified Stock Income Plan) from Wells Fargo Research. Discover how it consi...

Feeling stuck with traditional investments? Learn how to shift gears for better returns in the latest “Organized Investor PodCLASS” episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry’s extensive financial experience with Megan’s educational expertise, they dive into effective and engaging investment strategies. This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional rel...