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The Organized Investor Pod-CLASS

Jerry Goodman and Megan Hubbard

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

PublishesWeeklyEpisodes45Founded3 years ago
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Artwork for The Organized Investor Pod-CLASS

Latest Episodes

In this episode of The Organized Investor Show, the Tennessee Wealth Management team discusses retirement planning and the impact that fees and investment strategy can have on long-term results. They share their 2025 performance, with average client ... more

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In this episode, the Tennessee Wealth Management team discusses why estate planning is a vital part of a comprehensive financial plan, including the importance of powers of attorney and trusts to avoid costly legal complications. They also explain th... more

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In this episode, the TN Wealth Management team explores the emotional side of retirement planning, focusing on how fear and decision-making can impact long-term results. They explain how their approach—lower advisory fees, avoiding mutual funds with ... more

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In this episode the team at Tennessee Wealth Management uncover the hidden fees and industry practices that can quietly reduce investor returns, emphasizing the importance of transparency. They share their 2025 results—an average client return of 36.... more

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On this episode the Tennessee Wealth Management team challenges the idea that credentials alone make a great financial advisor, arguing that real performance matters most. They share their transparent track record—36.3% net returns in 2025, along wit... more

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On this episode the TN Wealth Management team breaks down four of the biggest risks facing today’s retirees—and how to plan around them before it’s too late. They dive into the IRA Tax Time Bomb, Sequence of Returns Risk, Social Security timing mista... more

The Tennessee Wealth Management team breaks down the critical difference between tax filing and proactive tax planning, highlighting the “Sweet 16” years between retirement and required minimum distributions at age 73 as a key opportunity for strateg... more

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Listen in as the Tennessee Wealth Management team and Erik Ainge, former University of Tennessee quarter back, share what it means to work with an advisor that has “skin in the game”. They share how they manage their own retirement money using the sa... more

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