Claim OwnershipThe Organized Investor Pod-CLASS
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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 times, in different ways, over multiple classes… to ensure you understand their importance. The information is covered in a Circular Manner, so as long as you listen to 12 Pod-Classes in sequential order, you’ll have the knowledge and understanding to help you make more informed decisions. We constantly create new Pod-Classes to keep the information current and suggest you SUBSCRIBE to them so you’ll receive reminders to listen to the next one.
45 Episodes
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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 accounts earning 36.3% net of fees compared to the Dow’s 13%, and explain how lower fees, avoiding mutual funds, and selective stock investing contribute to their approach. The team also challenges the common $1.2 million retirement myth and highlights the importance of transparency, Social Security planning, and comprehensive financial planning.
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 their disciplined investment approach—lower fees, avoiding mutual funds, and selective stock investing—which produced a 36.3% net return in 2025 compared to the Dow’s 13%. The team highlights common estate planning pitfalls, tax strategies to reduce inheritance burdens, and the free resources available to help families protect their legacy.
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 hidden costs, and selective stock investing—led to average client returns of 36.3% in 2025 compared to the Dow’s 13%, and 19.3% annually over three years. The team also highlights their commitment to transparency and shares information about their free workshops and resources designed to help investors build a balanced, confident retirement plan.
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 36.3% net of fees compared to the Dow’s 13%—and explain how lower advisory fees and selective stock investing contribute to their strategy. Listeners will also learn about the free resources available to help them make more informed and confident financial decisions.
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 with strong three-, five-, and seven-year results—and explain why they publicly show actual account performance. The team also calls out the “fiduciary illusion,” where impressive titles don’t always translate into results, and contrasts their disciplined, low-fee, selective stock investing approach with the high costs and often mediocre returns of traditional mutual funds.
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 mistakes, and the often-overlooked cost of long-term care.You’ll hear how their clients achieved an average 36.3% net return in 2025, significantly outperforming the Dow Jones Industrial Average, and why smart tax planning—especially strategic Roth conversions—can make a major difference in long-term retirement success. The team also explains why delaying Social Security until age 70 can maximize lifetime benefits and how market downturns can impact retirement income if not properly planned for. If you’re looking to protect your savings, reduce taxes, and create a more secure retirement strategy, this episode offers practical insights you won’t want to miss.
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 strategic moves. They discuss how tools like Roth conversions can help reduce future tax burdens, including the often-overlooked “IRA tax bomb” and the “widow tax penalty.” The team also shares their firm’s strong performance—posting a 36.3% net return over the past year, well ahead of the Dow Jones—and offers free resources to help listeners better understand their financial picture and plan confidently for the future.
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 same strategies used for clients and highlighting their track record that has significantly outperformed the Dow over time. Other topics of discussion include why benchmarks matter as well as being aware of the fact that mutual funds can come along with buried fees and costs. This episode provides practical insights and free tools designed to help listeners get organized, plan with confidence, and make informed decisions about their financial future.
The TN Wealth Management team, joined by former University of Tennessee quarterback Erik Ainge, kick off the new year by sharing how their clients averaged a 36.3% net return in 2025—well ahead of the Dow’s 13%. In this episode, they also explain why regular financial checkups and having your estate planning documents in order are so important. And you won’t want to miss hearing what they have to say about common misconceptions surrounding Trusts and Wills, noting that for most people, a properly written will is all that’s needed. Through real client stories, they highlight the value of planning ahead and invite listeners to take advantage of a free financial checkup and help with estate planning documents.
The TN Wealth Management team and co-host Erik Ainge, former University of Tennessee quarterback, share real client stories and explain how they help clients organize investments, retirement plans, and overall finances. They’ll also highlight their four “Get One Free” offers and outline the three core strategies behind their approach.
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to share real client stories and explain how they help individuals organize their investments, retirement plans, and overall financial affairs. They’ll also walk through their four “Get One Free” offers and break down their three core strategies designed to help clients build stronger financial futures.
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to review the strategies behind their track record—one that has consistently outperformed the Dow Jones Industrial Average. Tune in to learn more about these strategies and discover how you can receive a free Morningstar Report, complimentary assistance with your will through their partner Trust & Will, and a signed autographed football from Erik Ainge.
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 their financial future.
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 use them to assist their clients with materially improving their financial futures.
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 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 almost four TIMES better than the Dow Jones Industrial Average. As of September 30th, you’ll find 109 Advisory Accounts with a 5-Year net return of 18.3%…which is EIGHT 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!
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