Glen D. Smith
57 subscribers
I'm Glen D. Smith, CERTIFIED FINANCIAL PLANNER庐 professional and founder of GDS Wealth Management. We help people approaching retirement with $1M+ saved build a clear plan for generating retirement income, managing tax considerations, and making the most of retirement. Ready to see what your retirement plan could look like? Schedule a conversation with our team.馃憞 gdswealth.com/plan
The 0% Capital Gains Strategy Retirees Are Using Instead of Roth Conversions
Glen D. Smith 路 66 views 路 1 day ago
Over $1M? STOP Treating the 4% Rule Like a Retirement Plan
Glen D. Smith 路 5.7K views 路 2 weeks ago
What NOBODY Tells You About Your First 5 Years of Retirement (The Sequence Risk Trap)
Glen D. Smith 路 427 views 路 8 days ago
Once Your Portfolio Hits $2M, Your Retirement Strategy Should Change
Glen D. Smith 路 234 views 路 4 weeks ago
Retired at 62 With $1.5M and Still Ran Out of Money? Here's What Can Go Wrong.
Glen D. Smith 路 1K views 路 3 weeks ago