How Organizing Your Investments Could Save You Thousands (Ep. 24)

Could small tweaks in your investment strategy be the key to thousands in extra returns? 

Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year.

In this final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard reveal how reducing advisory fees and avoiding hidden mutual fund costs can boost your portfolio by 2% annually—adding up to significant long-term savings.

The Dividend Growth Strategy, which focuses on top-tier companies with rising dividends, offers higher returns with less risk. You’ll also learn how to capitalize on market downturns to find bargain investment opportunities, while sidestepping the risks of “pay-to-play” practices in financial services.

This episode offers the key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow.

Key Highlights:

• Investment Performance Improvement: Improve your financial outcomes by 2% annually through smarter investment choices and reduced fees
• Lowering Hidden Costs: Cutting advisory fees by just 0.25% can lead to significant long-term savings, while avoiding hidden mutual fund costs boosts returns
• Dividend Growth Strategy: Focusing on companies with a track record of increasing dividends offers lower volatility and better returns compared to mutual funds or ETFs
• Avoiding Pay-to-Play Conflicts: Discover how to avoid conflicts of interest where financial advisors might prioritize their profits over your portfolio
• Client Success Story: Bruce’s portfolio restructuring saved him $9,800 a year while improving his overall returns
• Market Downturn Opportunities: Learn how to invest in high-quality stocks during market downturns for long-term gains
• Organized Financial Management: The importance of organizing your investments with a comprehensive approach that includes tax and estate planning
• And much more!

 

Actionable Takeaways:

• Lower your advisory fees and avoid mutual fund fees to maximize your savings
• Implement the Dividend Growth Strategy for consistent, long-term returns with lower risk
• Be cautious of pay-to-play practices that could skew your financial advisor’s objectivity
• Rebalance your portfolio during market dips to take advantage of undervalued stocks

Connect with Jerry Goodman and Megan Hubbard: 

• The Organized Investor
• LinkedIn: Jerry Goodman
• [e-mail]
• [e-mail]
• Office: 865-415-2060
• Megan: 865-415-2070