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Listen "Why You Should Unlock Your Portfolio’s Potential (Ep. 11)"
Episode Synopsis
Could your portfolio be working harder for you?
Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of "The Organized Investor PodCLASS". Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging.
Key Highlights:
Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management's 190 advisory accounts boasting a notable five-year return rate of 14.06%
Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews
DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually
Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns
Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion
Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey
Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics
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
Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of "The Organized Investor PodCLASS". Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging.
Key Highlights:
Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management's 190 advisory accounts boasting a notable five-year return rate of 14.06%
Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews
DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually
Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns
Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion
Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey
Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics
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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