Risks of D.I.Y. Financial Planning [Ep. 9]

About This Episode 

In this episode of GDS Unplugged, Glen and Robert dive into the world of do-it-yourself (D.I.Y.) financial planning. While managing your own investments can be empowering, it also comes with significant risks. From emotional decision-making to tax missteps and sector bias, this episode unpacks the common challenges that can derail even the most well-intentioned D.I.Y. investor. 

If you're a seasoned self-manager or just considering taking the reins, this episode offers valuable insights and considers when might be a good time to partner with a professional. 

Resources 

Ready to take your learning to the next step?   

• Connect with Glen Smith and Robert Casey on LinkedIn.   

• Check out our blog on Strategic vs. Tactical Investing. 

• 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 a must-listen for anyone managing their own investments or considering it. Glen and Robert break down the emotional, strategic, and tax-related challenges of D.I.Y. investing, and explain how a professional adviser can help you avoid costly mistakes. Tune in to learn how to protect your portfolio, your time, and your future. 

 

Disclosure: 

GDS Wealth Management (“GDS”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. The information provided in this blog and podcast is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any specific securities. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The examples provided are for illustrative purposes only and do not reflect actual client experiences or outcomes. Tax information provided is general in nature and should not be construed as tax or legal advice.  For additional information about our advisory services, fees, and disclosures, please visit  www.gdswealth.com.