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.

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.

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.