GDS Unplugged Podcast

About This Episode  In this episode of GDS Unplugged, Glen and Robert explore the often-overlooked strategy of tax-smart giving through Donor-Advised Funds (DAFs). They break down what a DAF is, how it works, and why it might be a smart move for charitably inclined individuals. Whether you're new to charitable giving or looking to optimize your tax strategy, this episode offers practical insights....

About This Episode  Timing Social Security is one of the most important—and misunderstood—decisions in retirement planning. In this episode of GDS Unplugged, Glen and Robert unpack the math, myths, and mindset behind when to claim your benefits. From break-even ages to Medicare penalties and spousal strategies, this episode is packed with insights to help you make the most of your Social Security...

About This Episode  In this episode of GDS Unplugged, Glen and Robert dive deep into the often-confused worlds of investment management and wealth management. They unpack the differences, the responsibilities, and the real-life implications of choosing one over the other. From licensing requirements to financial planning software, this episode is ideal for anyone serious about their financial futu...

About This Episode Market volatility can rattle even the most seasoned investors. In this episode of GDS Unplugged, Glen and Robert break down how to stay calm, stay smart, and stay invested when the market gets choppy. From historical context to diversification strategies and real-life examples, this episode is your guide to navigating uncertainty with confidence.   Whether you're a long-term inv...

About This Episode   Fee-only vs. fee-based financial advisers is a crucial topic for anyone looking to make informed decisions about their financial future. Understanding the distinct differences between the two types of advisers can help you choose the right professional to manage your investments and support your financial goals.    In this episode of GDS Unplugged, Glen and Robert dive deep in...

About This Episode  Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect what they’ve built and ensure their loved ones are cared for. In this insightful episode of GDS Unplugged, Glen and Robert break down the essentials of estate planning. They explore why it matters, how it works, and what you need to do to make sure your legacy is preserved—before it’s too late.   ...

About This Episode   Market volatility can be a daunting experience for any investor, but understanding how to navigate these turbulent times is crucial for long-term financial success. If you've ever felt the urge to panic during a market drop, you're not alone.     In this episode of GDS Unplugged, Glen and Robert delve into the intricacies of market volatility, breaking down why it happens, how...

About This Episode:    Roth conversions can be a useful strategy for optimizing your retirement savings and tax strategy, but they come with their own set of complexities. If you've ever wondered whether a Roth conversion is right for you, you're not alone.     In this episode of GDS Unplugged, we dive deep into the intricacies of Roth conversions, breaking down what they are, why they matter, and...

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...