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Listen "How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)"
Episode Synopsis
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: Uncover how streamlining your investments and retirement plans can transform your financial health
The 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returns
Fee Fiasco Uncovered: We're exposing the often-overlooked truths behind financial advisory fees and how they might be draining your wallet
DSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it matters
Revamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performance
Battle of the Giants: A detailed comparison of the DSIP list, the S&P 500, mutual funds, and ETFs – find out who really comes out on top
Beware of 'Diworsification': Learn why having too many investments might be sabotaging your financial growth
Real-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFs
Rethink Your Investment Plan: Confident in your current strategy? We'll give you compelling reasons to reconsider and optimize for better results
And much more!
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
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: Uncover how streamlining your investments and retirement plans can transform your financial health
The 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returns
Fee Fiasco Uncovered: We're exposing the often-overlooked truths behind financial advisory fees and how they might be draining your wallet
DSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it matters
Revamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performance
Battle of the Giants: A detailed comparison of the DSIP list, the S&P 500, mutual funds, and ETFs – find out who really comes out on top
Beware of 'Diworsification': Learn why having too many investments might be sabotaging your financial growth
Real-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFs
Rethink Your Investment Plan: Confident in your current strategy? We'll give you compelling reasons to reconsider and optimize for better results
And much more!
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
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
Dividend Growth Strategy Explained (Ep. 17)
11/07/2024
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