Not All Money Managers are the Same [Ep. 7]

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 future. 

 

Resources 

Ready to take your learning to the next step?   

• Connect with Glen Smith and Robert Casey on LinkedIn.   

• Check out our podcast on The Truth About Adviser Fees.   

• Subscribe to our YouTube channel.   

• Contact GDS Wealth Management for a complimentary financial consultation.   

• Submit your questions to Glen and Robert, GDS Unplugged mailbag by emailing gds@gdswealth.com.   

  

 

Why Listen? 

This episode is packed with practical insights and real-life scenarios to help you distinguish between investment and wealth management. Whether you're just starting your financial journey or planning for retirement, Glen and Robert provide the clarity you need to make confident, informed decisions. 

 

Disclosures:

GDS Wealth Management (“GDS”) is an SEC Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information presented in this podcast is intended for informational purposes only and does not constitute investment, legal, tax, or other professional advice.  Any references to financial planning, wealth management, investment management, or advisor credentials such as “fiduciary” or “fee-only” are general in nature and may not reflect the qualifications or services of all financial professionals. Examples and scenarios shared in this podcast are hypothetical, intended for illustrative purposes only, and do not guarantee future results. Past performance is not indicative of future outcomes. All investing involves risk, including the potential loss of principal. No strategy can ensure success or protect against losses in all market environments. The views and opinions reflect the authors as of the publication date and are subject to change without notice. This podcast may reference third-party tools, custodians, technology platforms, or financial planning software. Such references are not endorsements and should be independently evaluated. For more information about GDS Wealth Management, including a detailed description of our services, fees, and important disclosures, please visit https://www.gdswealth.com.