PodClass
The Organized Investor Show with Erik Ainge (#21): In this episode of The Organized Investor Show, the team at Tennessee Wealth Management contrasts their personalized, local approach with the committee-driven model of Fisher Investments. They highlight 36.3% client returns in 2025 versus the Dow Jones Industrial Average’s 13%, and explain how transparency, selective stock investing, and avoiding mutual funds drive their results.
The Organized Investor Show with Erik Ainge (#20): In this episode of The Organized Investor, the team at Tennessee Wealth Management shares how their approach—lower fees, avoiding mutual funds, and selective stock investing—led to 36.3% net returns in 2025 compared to the Dow Jones Industrial Average’s 13%. They also challenge the $1.2 million retirement myth and highlight the importance of Social Security, transparency, and comprehensive financial planning.
The Organized Investor Show with Erik Ainge (#19): 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.
The Organized Investor Show with Erik Ainge (#18): 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.
The Organized Investor Show with Erik Ainge (#17): 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.
The Organized Investor Show with Erik Ainge (#16): 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.
The Organized Investor Show with Erik Ainge (#15): 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.
The Organized Investor Show with Erik Ainge (#14): 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 Organized Investor Show with Erik Ainge (#13): 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.
The Organized Investor Show with Erik Ainge (#12): 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 Organized Investor Show with Erik Ainge (#11): 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 Organized Investor Show with Erik Ainge (#10): 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 Organized Investor Show with Erik Ainge (#9): 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 Organized Investor Show with Erik Ainge (#8): 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 Organized Investor Show with Erik Ainge (#7): 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 Organized Investor Show with Erik Ainge (#6): 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 Organized Investor Show with Erik Ainge (#5): 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 Organized Investor Show with Erik Ainge (#4): 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!
The Organized Investor Show with Erik Ainge (#3): 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.
The Organized Investor Show with Erik Ainge (#2): 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.
The Organized Investor Show with Erik Ainge (#1): 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.
Episode 25: 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!
Episode 24: In this final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard offer key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow. This episode also summarizes topics they've covered throughout the series including improving your financial outcomes by 2% annually through smarter investment choices and reduced fees as well as lowering hidden costs. Also recapped is the Dividend Growth Strategy, avoiding pay-to-play conflicts, market downturn opportunities, and organized financial management.
Episode 23: Have you prepared for a comfortable retirement? Is your estate in order? To retire in comfort, your plan depends on more than just saving—discover the critical steps to protect your wealth and loved ones. In this episode, your hosts Jerry Goodman and Megan Hubbard from Tennessee Wealth Management are sharing key strategies to safeguard your financial future. Discover how the Envision planning tool can assess your retirement readiness for free and learn why essential legal documents like wills and power of attorney are crucial. Using real-life stories, they highlight the importance of early planning, debunk myths about revocable living trusts, and explain why probate in Tennessee may not be as daunting as you think. Plus, find out how the "step-up in basis" tax rule can save your heirs from large capital gains taxes.
Episode 22: Hidden fees could be eating into your returns, and transparency is key to unlocking better financial outcomes. Hosts Megan Hubbard and Jerry Goodman reveal how strategies like the Dividend Growth Strategy — which delivered a 14.06% return over five years—can outperform traditional mutual funds. In this episode, Megan and Jerry revisit a success story featuring Bruce and explain how aligning his advisors saved him thousands in fees and boosted his returns. They also expose the issues that come with pay-to-play relationships at some firms and discuss how getting a second opinion can help uncover hidden costs and improve performance. This episode is packed with insights to help you optimize your portfolio and take control of your financial future. Don’t let hidden fees and outdated strategies hold you back. Tune in now to discover how you can take charge of your financial future today.
Episode 21: Do you think you’ve covered all your financial bases, or are you struggling to keep up with your financial plans, retirement goals, or estate management? You’re not alone. Hosts Jerry Goodman and Megan Hubbard are here with strategies to help you gain control and clarity, showing how small financial changes could earn big results. In this episode, Jerry and Megan focus on how to organize your finances and improve your long-term financial outlook through proven techniques, including the powerful dividend growth strategy. Whether you're new to retirement planning or need to streamline your investments, this episode offers actionable steps that could make a big difference. Take Bruce, for example—a client whose holistic financial strategy saved him nearly $200,000 in advisory fees over 20 years. His success story shows how small adjustments can yield enormous financial benefits. Listen to episode 21 to hear how he achieved this. If you’re ready to optimize your portfolio and create a solid financial future, this episode is packed with practical advice you won’t want to miss.
Episode 20: Are your investments not performing as well as you'd like? Looking for a strategy that consistently outperforms the market? In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you think managing your finances is as simple as checking the numbers, think again. This conversation could save you tens of thousands of dollars annually, and it all starts with knowing what to look for. Jerry and Megan explore how investors can unknowingly miss out on potential gains and share their insights on ways to improve your investment portfolio. And the best part? Finding those improvements doesn’t cost a dime—it just requires a little time and a willingness to dig into your financial details.
Episode 19: Are you ready to turn market downturns into investment opportunities? You're in the right place! Buckle up for the 19th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard share how you can capitalize on these downward market trends. This episode continues the series on organizing investments and managing retirement planning, with a special focus on the benefits of dividend growth investing. Discover how the dividend growth strategy can provide stability and growth in your financial portfolio, especially during volatile markets. Also learn how events like the 2020 COVID-19 pandemic and the 2023 regional bank crises, present unique buying opportunities, or what are referred to as bargain opportunities, during market downturns, allowing for strategic investments in undervalued sectors.
Episode 18: Join us for the 18th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard “harp” on the dividend growth strategy. This episode is part of a broader series focused on organizing investments and managing financial affairs. Jerry and Megan, professionals with extensive backgrounds in teaching and financial services, bring insights and humor to this engaging discussion, making complex financial concepts accessible. This episode includes the topic of discovering opportunities in bear markets, specifically providing insight into how strategic investments during the 2020 COVID-19 market drop, particularly in undervalued sectors like airlines and hospitality, yielded significant returns. They will also highlight information around the importance of estate planning, especially through revocable living trusts, and help you understand why it's crucial for comprehensive financial management. Tune in to learn more!
Episode 17: Are you looking for a foolproof investment strategy that ensures stability and growth, no matter the market conditions? Tune in to the 17th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a Q&A format to make complex concepts simple and relatable. They will cover core investment principles like why investing in well-managed companies with a track record of increasing dividends annually is a cornerstone of financial stability and growth. They will also discuss how the "Fear of Missing Out" complex can effect the decision making process when it comes to investing and how the tech bubble’s minimal growth contrasts with the stable returns of dividend growth stocks, along with much more.
Episode 16: Are you on the hunt for an investment strategy that can weather any storm? Join hosts Jerry Goodman and Megan Hubbard in this episode as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they will guide you through evidence-backed strategies that work to enhance your long-term financial future. Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable. They will review their strategy of using the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500's 9.6%, as well as detailing the performance of 84 advisory accounts managed with the dividend growth strategy, which have achieved an average net return of 14.06% per year over five years and many other invaluable tips to securing your financial future.
Episode 15: In this episode of 'The Organized Investor PodCLASS,' hosts Jerry Goodman and Megan Hubbard unravel the principles of dividend investing, helping you to understand your portfolio and to prepare for your financial future. Discover tried and true methods that have benefited their clients for decades and gain practical knowledge to organize your investments effectively. They will cover core investment priciples and how to adhere to them amidst a constantly evolving array of financial products. They will also share the impressive performance results of their advisory accounts, which have averaged a 14.06% net return per year over five years, highlighting the potential of dividend-raising stocks and much more!
Episode 14: Join hosts Jerry Goodman and Megan Hubbard for Episode 14, where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for transparent investment fees. Some additional key highlights of this episode include exploring the "pay to play" dynamic and the importance of making informed retirement choices. Listen now to learn actionable strategies to ensure your financial security and longevity.
Episode 13: Dive into the world of strategic investment and personal financial management as Jerry Goodman and Megan Hubbard navigate you through not only the use of effective financial tools and strategies but also as they underscore the critical role of education in making informed financial decisions. They'll review their DSIP list strategy, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades, as well as discuss navigating financial pitfalls, effective estate and succession planning, and personalized retirement strategies.
Episode 12: Join Jerry Goodman and Megan Hubbard in episode 12 as they provide you with actionable advice and emphasize the critical role of proactive management, as well as the importance of keeping an open mindset in enhancing your financial performance. One of the talking points covered involves exploring the impressive five-year journey of the 190 advisory accounts under their management, showcasing a 14.06% net rate of return. They will also provide insight on uncovering 'Pay to Play' arrangements in the investment industry that could potentially be impacting your financial future. It is their goal in this episode to help you better understand the importance of reviewing your investment portfolio and to also identify the potential impact of your bottom line in regard to how your money is invested.
Episode 11: In Episode 11 Jerry Goodman and Megan Hubbard turn the spotlight on maximizing your investment performance and blending expert advice with practical strategies. They dive into the 190 advisory accounts under their management that boast a five-year rate of return at 14.06% based on the use of the Wells Fargo Research Team's DSIP List. Learn more about this dividend-raising stock strategy and how making selective stock choices from this list lends to balanced allocations that contribute to robust, risk-minimized returns. They also reiterate the importance of reviewing your financial portfolio to ensure you aren't loosing out on missed opportunities to save on fees, which in most cases can provide around a 2% overall improvement in your portfolio's returns.
Episode 10: On this episode, Jerry Goodman and Megan Hubbard take a deep-dive into dividend growth investing using the DSIP List (Diversified Stock Income Plan) from Wells Fargo Research. They'll share how it consistently outperforms the S&P 500, reducing volatility and boosting returns. Some other highlights they'll cover include understanding the crucial difference between high current yielders and consistent dividend growers and the crucial concept of dividend yield and its significant potential impact on your investment returns. They share all this information in hopes of educating investors so they can stay calm and focused on long-term gains during periods of market volatility. So listen in as they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients.
Episode 9: This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry Goodman and Megan Hubbard challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy and also uncover the dangers of excessive diversification and its impact on portfolio health. You can gain insights into the crucial role of financial advisors in managing investments and listen as they dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks.
Episode 8: In this curiosity-sparking episode, Jerry Goodman and Megan Hubbard uncover how streamlining your investments and retirement plans can transform your financial health. They will discuss how a 2% improvement can revolutionize your investment returns and how often-overlooked financial advisory fees might be draining your wallet. Also in this episode, they take a deep-dive into Wells Fargo’s Diversified Stock Income Plan research list, explaining what it is, and why it matters. Their detailed comparison of the DSIP list to the S&P 500, mutual funds, and ETFs provides historical data that identifies which one really comes out on top. Overall, this episode is designed to provide compelling reasons to reconsider your investment strategy in hopes of optimizing your portfolios returns.
Episode 7: In this episode, Jerry Goodman and Megan Hubbard explore strategies for improving long-term financial performance. They emphasize the importance of reducing advisory fees, avoiding unnecessary investment expenses, and being selective with investments. They explore the misconceptions surrounding the need for a Revocable Living Trust, the importance of a second opinion on investment management and paying attention to fees and costs. Also, they highlight the importance of being more selective with investments to achieve better rates of return and they introduce the DSIP List and discuss it's historical outperformance of the S&P 500. Their goal in this PodClass is to help listeners make informed decisions when it comes to their investment strategies.
Episode 6: In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct perspective of Tennessee law. They'll dive into the pros, cons, costs, and complexities of a Trust vs. a Will and much more!
Episode 5: In this PodCLASS, Jerry and Megan explore why neglecting estate planning could be the biggest risk to your family's legacy and how choosing the right estate planning package could save you money compared to traditional legal services. They also provide an insider's guide to two crucial estate packages that put you in control of your future and discuss the stark realities of dying without a will in Tennessee. You won't want to miss the surprising truths they share about revocable living trusts and why they might not be the safeguard you thought. as well as the hidden drawbacks of trusts - especially when it comes to accessing your assets when you need them most.
Episode 4: In this enlightening PodCLASS, the complexities of estate planning are decoded. Drawing from Jerry's four-decade-long financial experience and Megan's teaching background, the hosts unravel the importance of meticulous planning and the dangers of overlooking the details. Listen in as they discuss their 5-step estate planning process, need for in-depth discussions to grasp personal situations, the essential attorney involvement for crafting and refining estate documents and the crucial housekeeping step.
Episode 3: Throughout this episode, Jerry and Megan discuss the irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust. They also cover how small annual improvements in your financial planning can significantly elevate your long-term financial health and the advantages of individual stocks over mutual funds and ETFs. They also share why they focus on high-quality stocks with a history of raising dividends and where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and retirement planning forms.
Episode 2: In this episode, Jerry Goodman introduces co-host Megan Hubbard, your PodCLASS teacher! Megan shares her background as a licensed teacher and together they discuss their goal to educate listeners about organizing their investments, retirement, and affairs through The Organized Investor PodCLASS.
Episode 1: In this inaugural episode of The Organized Investor PodCLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy's in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm's approach and how they consistently drive value for their clients.