Episodes

Wondering how to streamline your financial life? Navigate the nuances of finance with a unique blend of humor and simplicity in “The Organized Investor PodCLASS.” Jerry Goodman, with four decades of financial insights, and Megan Hubbard, a former first-grade teacher skilled at breaking down financial terms into easy-to-digest lessons, are about to unfold secrets of financial planning and investment management in ways you’ve never heard before! Curiosity-Sparking Highlights: Organize to Maximize...

One of the most important aspects of financial planning is to optimize your long-term performance. This means not only choosing the right investments but also minimizing the fees and costs that can deteriorate your returns. Are there some strategies for this? In this episode, Jerry Goodman and Megan Hubbard explore strategies for improving long-term financial performance. They emphasize the importance of reducing advisory fees, avoiding unnecessary investment expenses, and being selective with i...

Confused about choosing between a trust and a will? Let’s clear the air once and for all. In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct perspective of Tennessee law. In this episode, you’ll discover: Trust Truths Unveiled: Are trusts really superior for estate taxes and pro...

Think estate planning is just for the wealthy? Think again. Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future. In this PodCLASS, Jerry and Megan explore: Why neglecting estate planning could be the biggest risk to your family’s legacy How choosing the right estate planning package could save you money compared to traditional legal services An insider’s guide t...

Estate planning isn’t just about documents; it’s about the details. Ready to master yours? In this enlightening PodCLASS, the father-daughter duo of Jerry Goodman and Megan Hubbard from Tennessee Wealth Management decode the complexities of estate planning. Drawing from Jerry’s four-decade-long financial experience and Megan’s teaching background, the hosts unravel the importance of meticulous planning and the dangers of overlooking the details. In this PodCLASS, Jerry and Megan highlight: Thei...

Ready to organize your investments and plan for retirement? Welcome to “The Organized Investor,” a unique “PodCLASS” experience hosted by father-daughter duo, Jerry Goodman and Megan Hubbard. Jerry brings 40 years of experience in the financial industry, while Megan, a former first-grade teacher, contributes her Master’s Degree in Curriculum and Instruction. Their casual and relatable tone sets the stage for in-depth discussions on organizing investments and planning for retirement. Throughout t...

Are you ready to take control of your financial future? Meet your guides, Jerry Goodman and Megan Hubbard, as they introduce The Organized Investor Pod-CLASS, your textbook to handling your financial affairs. In this episode, Jerry Goodman introduces co-host Megan Hubbard, your Pod-CLASS teacher! Megan shares her background as a licensed teacher and together they discuss their goal to educate listeners about organizing their investments, retirement, and affairs through The Organized Investor Pod...

How does one firm stand out in terms of wealth management? In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy's in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm's approach and how they consistently drive value for their clients. Throughout this episode, Jer...

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 ...