How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

Tired of the same old investment advice?  Unlock your financial future's potential with Jerry Goodman and Megan Hubbard in this captivating episode of 'The Organized Investor PodCLASS'. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions. Key Highlights: Robust Investment Strategies: Discover the advantages of individual stocks like those in the Wells Fargo DSIP list, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades Navigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversification Effective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understanding Impressive Performance Insights: Uncover the secrets behind their advisory services' remarkable 14.06% net annual return over five years Personalized Retirement Strategies: Get acquainted with the 'Envision' tool and how it tailors retirement planning to individual needs Commitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensive And much more!   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