The Organized Investor Pod-CLASS

The TN Wealth Management team explains in this episode why successful investing isn’t about predicting the next market downturn—it’s about being prepared for it. They discuss the importance of building a portfolio around high-quality dividend growth companies while taking advantage of opportunities created during periods of market fear. The conversation also explores the benefits of se...

The TN Wealth Management team explores the difference between investing in exciting “story stocks” and owning businesses that generate dependable, long-term income in this episode. Using SpaceX as an example, they explain why a great story doesn’t always make a great investment. The conversation highlights the value of focusing on quality companies with growing dividends, underst...

In this episode of The Organized Investor, the TN Wealth Management team discusses one of the biggest threats to retirement: inflation. While CDs, savings accounts, and money markets may feel safe, they explain how inflation can quietly erode purchasing power over time. The conversation explores the importance of balancing emergency reserves with growth investments, the role of dividend-growth com...

In this episode of The Organized Investor, the TN Wealth Management team discuss why successful investing is about focusing on what you can control. Using the analogy of steering a boat through changing seas, they explain how managing fees, selecting quality investments, maintaining discipline, and preparing for the unexpected can have a lasting impact on your financial future. The team also share...

In this episode, the TN Wealth Management team tackles what they call the most expensive sentence in retirement: “I don’t want to sell, I’d have to pay taxes.” They explain why tax fear often costs investors far more in missed opportunities than the taxes themselves, and how running the math can uncover substantial gains. They also discuss the hidden costs of mutual funds, the importance of taking...

In Episode 25 of The Organized Investor, the TN Wealth Management team tackles the concept of the “inertia hire” — why so many investors stay with underperforming financial advisors simply because change feels difficult. The conversation explores the hidden costs of inaction, the importance of evaluating your advisor’s real performance, and why selective investing may outperform cookie-cutter mutu...

On this episode of The Organized Investor,  the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, and breaks down the four key documents everyone should consider. Also they share how a small performance advantage can make a major long-term impact,...

In this episode of The Organized Investor, the TN Wealth Management team explores a key question: Is your advisor managing your money — or just managing your expectations? They discuss the difference between relationship managers and portfolio managers, the risks of orphaned 401(k)s, common pitfalls in default retirement funds, and why a hands-on investment approach matters for long-term results.

In this episode of The Organized Investor, the TN Wealth Management team breaks down why successful investing is less about luck and more about math. Using the analogy of casino card counting, the team explains how small, repeatable advantages — like lower fees, selective investing, and buying during market fear — can compound into meaningful long-term wealth. They also discuss hidden investment c...

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.

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 financ...

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 contri...

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 compare...

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 ye...

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 wil...

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 i...

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 outper...

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 “wido...

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 discu...

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 ha...

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 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 futu...

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 &#3...

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 t...

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...