How To Unleash Your Portfolio’s Power (Ep. 12)

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April 11, 2024 • 37 mins

Is your investment strategy holding you back? Join Jerry Goodman and Megan Hubbard in 'The Organized Investor PodCLASS' as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance. Key Highlights: Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive management to unlock immense value Impressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rate Navigating 'Pay to Play' Dynamics: Uncover how 'Pay to Play' arrangements in the investment industry could impact your financial choices Strategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolio The Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or funds Learn and Grow with Professionals: Engage in Jerry and Megan's self-funded workshops and educational resources for unbiased, invaluable financial guidance Future Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real difference Connect with Jerry Goodman and Megan Hubbard: The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}How To Unleash Your Portfolio’s Power (Ep. 12)