
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 ... more
| Publishes | Weekly | Episodes | 57 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

The TN Wealth Management team explores why so many investors own accounts they don’t fully understand in this episode of the Organized Investor. They discuss the hidden costs and complexity of mutual fund advisory accounts, why transparency matters, ... more
The TN Wealth Management team explains in this episode why successful investing isn’t about predicting the next market downturn—it’s about being prepared for it. They discuss the importance of building a portfolio around high-quality dividend growth ... more
The TN Wealth Management team explores the difference between investing in exciting “story stocks” and owning businesses that generate dependable, long-term income in this episode. Using SpaceX as an example, they explain why a great story doesn’t al... more
In this episode of The Organized Investor, the TN Wealth Management team discusses one of the biggest threats to retirement: inflation. While CDs, savings accounts, and money markets may feel safe, they explain how inflation can quietly erode purchas... more
In this episode of The Organized Investor, the TN Wealth Management team discuss why successful investing is about focusing on what you can control. Using the analogy of steering a boat through changing seas, they explain how managing fees, selecting... more
In this episode, the TN Wealth Management team tackles what they call the most expensive sentence in retirement: “I don’t want to sell, I’d have to pay taxes.” They explain why tax fear often costs investors far more in missed opportunities than the ... more
In Episode 25 of The Organized Investor, the TN Wealth Management team tackles the concept of the “inertia hire” — why so many investors stay with underperforming financial advisors simply because change feels difficult. The conversation explores the... more
On this episode of The Organized Investor, the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, ... more









Listeners, social reach, demographics and more for this podcast.
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The Organized Investor Pod-CLASS launched 3 years ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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