GDS Unplugged Podcast

20 Years as a Financial Advisor - Lessons Learned Along the Way [Ep. 22]


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About This Episode: 

When it comes to investing, there’s a simple truth most people don’t appreciate until they live it: 

Some lessons are far more expensive to learn the hard way. 

You can read about market cycles. 

You can study risk tolerance questionnaires. 
You can even understand, intellectually, that markets recover. 

But it’s very different when you watch your net worth fall by 30% in real time. 

That’s often when emotions take over, and when costly decisions are made. 

After more than 20 years in the financial industry and working with hundreds of families, one theme continues to surface: investment success is far more behavioral than mathematical. 

Keep Learning & Stay Connected:

Want more insights? Check out past episodes, articles, and tools in our Learning Center, and subscribe to GDS Unplugged on your podcast platform of choice. 

If you’re ready to have a conversation about your goals, financial plans, and future, we’d love to talk. Schedule a complimentary consultation and get personalized guidance for your financial plan. 

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. This podcast episode and recap are for general informational and educational purposes only and do not constitute personalized investment advice. The views expressed by the hosts are their own and may change over time. Any examples or illustrations discussed are hypothetical and for explanatory purposes only, and they do not reflect actual investment results. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. No investment strategy— “boring” or otherwise—can ensure a profit or prevent a loss. Discussions of private or alternative investments are not recommendations and may not be appropriate for all investors. Listeners should consult a qualified financial professional before making any financial decisions. For additional information about our services, fees, and disclosures, please visit www.gdswealth.com

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