Retirement Blueprint

About this episode
If you’re planning to leave Stryker, retire, or move into a new role, your stock options deserve a place on the checklist. 
Even if you decide not to exercise anything, you’ll know the decision was intentional. 
Save this for your next career transition.
Learn the tips and strategies to make more informed decisions with your wealth at gdswealth.com.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
They already withheld taxes from your RSUs… so why do you still owe more in April? This is a question we frequently discuss with Stryker employees.
The issue usually isn’t that something went wrong. It’s that tax withholding and tax planning are not the same thing.
Learn the tips and strategies to make more informed decisions with your wealth at gdswealth.com.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
Glen breaks down a tax strategy many people have never heard of: NUA, or Net Unrealized Appreciation.
NUA is not right for everyone, but it is something worth understanding before you retire, leave your company, or roll your 401(k) into an IRA. Because once certain decisions are made, the opportunity may be gone. 
New episodes of Retirement Blueprint weekly! Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
I’ve sat with Stryker employees who have built meaningful wealth through company stock, and one of the biggest areas of confusion is often stock options. More specifically, Non-Qualified Stock Options, or NQSOs. 
New episodes of Retirement Blueprint weekly!
Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
If you receive RSUs from Stryker, your company stock may have quietly become one of the largest assets you own. 
Glen Smith shares a few of the most common RSU mistakes I see and how to think through each vesting decision with more care. 
New episodes of Retirement Blueprint weekly!
Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
Can you retire at 60 with $2 million? The answer is more complicated than most people think. 
In this episode, Glen Smith walks through the key factors that influence whether $2 million can support a comfortable retirement. 
New episodes of Retirement Blueprint weekly!
Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
In our latest episode, Glen Smith, CFP®, CRPC®, explores five planning areas that can quietly shape the outcome of a business sale. 
A successful exit isn't just about what you sell the business for. 
It's about how well prepared you are for everything that comes next. 
New episodes of Retirement Blueprint weekly!
Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.

About this episode
Most people believe that financial stress disappears as income grows. That's often when it changes shape. 
Learn the strategies that help successful professionals turn income into flexibility and confidence. 
New episodes of Retirement Blueprint weekly!
Discover a higher level of wealth management. Learn More.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.