In this episode, Glen and Robert tackle four of the most common questions they hear from clients, from risk tolerance and expected returns to the pros and cons of mutual funds, ETFs, and individual stocks.    🎙️ Plus, they share a heartwarming story about a 101-year-old client and the legacy she is leaving behind.     Whether you're managing your own portfolio or working with an adviser, this episode offers general educational insights to help you make more informed financial decisions.    👀Watch now: https://lnkd.in/gAQGHDRz     #gdsunplugged #retirementplanning #investments    GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is for informational and educational purposes only and does not constitute investment, legal, or tax advice, nor a recommendation to buy or sell any security. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The views expressed by Glen Smith and Robert Casey are their own and do not necessarily reflect those of GDS Wealth Management. Both hosts are registered representatives of GDS. Visit https://www.gdswealth.com for services, fees, and disclosures.

What’s the right allocation for long-term wealth? The classic 60/40 portfolio may not always be the best fit — especially if you have decades ahead, legacy goals, or complex withdrawal needs. In this BONUS episode of Allworth’s Money Matters, Scott T. Hanson and Pat McClain discuss: -Why allocation is about more than just numbers -How longevity and RMDs shape your mix -The real trade-offs between 60/40, 70/30, and beyond Listen here: https://bit.ly/4mznEAx #WealthManagement #RetirementPlanning #Investing #FinancialPlanning #MoneyMatters

Ashley Weeks, wealth strategist at TD Wealth, recently spoke to The Wall Street Journal Buy Side about financial strategies that help pre-retirees build confidence in their nest egg, including stress-testing their plan, mitigating risk well ahead of retirement and more. Read the full article here: https://go.td.com/4pRyV21

🎙️ Episode: Can Financial Independence Be Achieved in 10 Years? The Truth Revealed Is it really possible to achieve financial independence in just 10 years? Or is it another internet myth? In this episode, we cut through the noise and explore the truth behind 10-year FIRE (Financial Independence, Retire Early): The math behind achieving FI in a decade How much you really need to save & invest each month The role of income growth vs. frugality Why compounding may or may not work fast enough Realistic expectations for Tier-1 vs. Tier-2 city earners You’ll also hear practical frameworks like the 1% Formula, the SIP strategy, and the balance between FIRE and WATER (What After The Early Retirement). If you’ve ever wondered “Am I late? Can I still do this in 10 years?” — this conversation gives you the clarity you need. 👉 Tune in now and find out whether 10-year financial independence is a dream, a trap, or a doable plan. #FinancialIndependence   #WealthCreation   #MoneyMindset   #JobSecurityMyth   #InvestingTips   #PersonalFinanceIndia   #FIREMovement   #SIPInvestment   #BuildAssets   #MoneyMatters   #WealthMindset   #FinancialFreedomJourney   #NoMoreEMIs   #LongTermInvesting  https://lnkd.in/gEckB9Nk

Tomorrow’s regrets are built on today’s delays. With Wiztock, you start early, invest wisely, and give your future self a life of gratitude, not worry.🙌 #wiztock #investments #wealthbuilding [Related Topic] 1.Smart money habits 2.Wealth building strategies 3.Personal finance lessons 4.Financial literacy for professionals 5.Importance of investing early 6.Beating inflation with investments 7.Retirement planning made simple 8.Compounding power explained 9.Portfolio management solutions 10.Why savings alone aren’t enough 11.Avoiding financial mistakes 12.Passive income opportunities 13.Long-term wealth creation 14.Expert-guided investments 15.Planning for financial freedom

This is How I Would Handle an INHERITANCE Watch full podcast videos at: https://lnkd.in/gZ5NRqJK Join financial advisor Brian (25+ years experience) for proven wealth-building strategies and smart money decisions that actually work. Learn retirement planning, investment fundamentals, and financial independence secrets through quick, actionable tips. From index fund investing and compound interest to avoiding costly mistakes - get the financial education you need to build lasting wealth. Perfect for beginners and experienced investors seeking practical money management advice. #WealthBuilding #inheritanceadvice #windfallinvesting #RetirementPlanning #SmartMoney #FinancialFreedom #InvestingTips

188 Million Americans Lack Financial Representation 📢 7 out of 10 Americans have no financial advisor. That’s 188 million adults without professional guidance on wealth management, retirement, and investments. This massive gap presents a once-in-a-generation opportunity for financial advisors to expand their reach and help millions achieve financial security. 🚀 Learn how AI-driven prospecting can help advisors tap into this market and scale their practice. 📩 Download the full report here: https://lnkd.in/gh9ykVT3 #WealthManagement #FinancialAdvisors #ClientGrowth #AIFinance

188 Million Americans Lack Financial Representation 📢 7 out of 10 Americans have no financial advisor. That’s 188 million adults without professional guidance on wealth management, retirement, and investments. This massive gap presents a once-in-a-generation opportunity for financial advisors to expand their reach and help millions achieve financial security. 🚀 Learn how AI-driven prospecting can help advisors tap into this market and scale their practice. 📩 Download the full report here: https://lnkd.in/gYcqFC6M #WealthManagement #FinancialAdvisors #ClientGrowth #AIFinance

188 Million Americans Lack Financial Representation 📢 7 out of 10 Americans have no financial advisor. That’s 188 million adults without professional guidance on wealth management, retirement, and investments. This massive gap presents a once-in-a-generation opportunity for financial advisors to expand their reach and help millions achieve financial security. 🚀 Learn how AI-driven prospecting can help advisors tap into this market and scale their practice. 📩 Download the full report here: https://lnkd.in/g_VVkK-6 #WealthManagement #FinancialAdvisors #ClientGrowth #AIFinance

Economic uncertainty is once again making headlines — and with the autumn budget just weeks away, it’s understandable that many business owners and investors are feeling anxious.   But when fear takes over, decision-making often suffers. Panic sales, early pension withdrawals, or rushed financial moves can undo years of careful planning.   In this week’s WealthTalk episode, Christian Rodwell and WealthBuilders founder Kevin Whelan discuss why knee-jerk financial decisions destroy wealth — and how to build lasting, recurring income that provides true financial stability, whatever the headlines say.   They explore: 💬 The impact of fear-driven behaviour on financial outcomes 💬 Key tax and inheritance changes to be aware of 💬 Practical steps to stay calm, organised, and in control   It’s a timely conversation for anyone aiming to protect and grow their wealth through long-term, strategic planning.   🎧 Link to the full episode is in the comments.   #WealthBuilders #WealthTalk #FinancialPlanning #RecurringIncome #WealthBuilding