June 13, 2025
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Welcome to GDS Unplugged

Launching officially on April 9th, GDS Unplugged is your go-to biweekly podcast for quick and insightful financial planning takeaways. Hosted by financial experts Glen Smith and Robert Casey, each short episode is designed to provide you with practical advice and strategies to help you navigate the complex world of personal finance.

Available on YouTube, Apple Music, and Spotify, GDS Unplugged covers a wide range of topics, including:

• Roth conversions: Understanding the benefits and potential tax implications for your retirement savings.

• Market volatility: Why you shouldn't panic when the market drops and how to stay the course.

• Estate planning: What you need to know before it's too late to ensure your assets are protected.

• Advisor fees: Understanding the difference between fee-only and fee-based advisors and why it matters for your financial future.

Whether you're nearing retirement, planning for your future, or simply looking to optimize your financial strategy, GDS Unplugged offers insights and actionable tips to help you make informed decisions. Join Glen and Robert as they share their expertise, answer listener questions, and provide real-life examples to guide you on your financial journey.

Tune in to GDS Unplugged and take control of your financial future with confidence. Don't miss out on this opportunity to enhance your knowledge and achieve your financial goals.

Disclosures:

GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. Registration asan investment adviser does not imply a certain level of skill or training. GDS does notprovide tax or legal advice. You should contact your tax advisor, accountant, and/orattorney before making any decisions with tax or legal implications. The informationprovided in this podcast is for informational purposes only and may not be suitable for allindividuals. For additional information about GDS, including its services and fees, send forthe firm’s disclosure brochure using the contact information contained herein or visitadviserinfo.sec.gov. To read a full list of the firm’s disclosures and material risks, pleasevisit www.gdswealth.com/disclosures.

About GDS

At GDS Wealth Management, we aim to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.

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