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Listen "Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)"
Episode Synopsis
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 this episode, Megan and Jerry discuss:
The irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust
How small annual improvements in your financial planning can significantly elevate your long-term financial health
The advantages of individual stocks over mutual funds and ETFs
Why they focus on high-quality stocks with a history of raising dividends
Where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and long-form retirement planning forms.
And more!
Resources:
The Organized Investor
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
TN Wealth Management
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
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 this episode, Megan and Jerry discuss:
The irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust
How small annual improvements in your financial planning can significantly elevate your long-term financial health
The advantages of individual stocks over mutual funds and ETFs
Why they focus on high-quality stocks with a history of raising dividends
Where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and long-form retirement planning forms.
And more!
Resources:
The Organized Investor
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
TN Wealth Management
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
More episodes of the podcast The Organized Investor Pod-CLASS
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11/07/2024
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