Oct 27, 20267 min
About this episode Most Lockheed Martin employees hear about NUA (Net Unrealized Appreciation) from a coworker in a hallway. NUA can permanently change how your Lockheed Martin stock inside your 401(k) is taxed —...
business
Retirement Blueprint
Hosted by GDS Wealth Management · business · EN
About this Podcast:
Retirement Blueprint is your go-to weekly podcast for clear and insightful retirement planning guidance. Hosted by financial expert Glen Smith CFP®, CRPC®, each episode is designed to deliver practical strategies and actionable advice to help you navigate the complexities of retirement and build a confident financial future.
Pitch Analysis
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
80/100
Required Score
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What is Retirement Blueprint about?
Retirement Blueprint is your go-to weekly podcast for clear and insightful retirement planning guidance. Hosted by financial expert Glen Smith CFP®, CRPC®, each episode is designed to deliver practical strategies and actionable advice to help you navigate the complexities of retirement and build a confident financial future.
Who hosts Retirement Blueprint?
Retirement Blueprint is hosted by GDS Wealth Management. The show has published 42 episodes to date.
What has Retirement Blueprint covered recently?
Recent episodes include "NUA: The 401(k) Strategy That Could Save You Thousands in Taxes" (27 October 2026, 7 minutes), "Social Security at 62, 67, or 70? How High Earners Should Think About It" (20 October 2026, 7 minutes), and "How Much Do You Really Need to Retire? A $6 Million Lesson" (13 October 2026, 7 minutes).
How often does Retirement Blueprint publish?
Retirement Blueprint publishes roughly weekly, with episodes averaging 6 minutes across 42 episodes.
How hard is it to get booked on Retirement Blueprint?
Booking probability for Retirement Blueprint is 30%, and the host is rated Selective on guests. Retirement Blueprint requires a Pod Score of 80 or higher. Retirement Blueprint's contact route on record: public web form.
Who should pitch Retirement Blueprint?
The strongest fits for Retirement Blueprint are Investing & Wealth Management. Retirement Blueprint has a business audience.
About the host
GDS Wealth Management hosts Retirement Blueprint, a business podcast with 42 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 20, 20267 min
About this episode Choosing when to take Social Security isn't a math problem; it's a risk-management decision. Unlike almost every other financial choice you'll make, this one is hard to undo. If you're a high earner...
- Oct 13, 20267 min
About this episode How much is enough to retire? For one client, the answer was $4 million. Their plan worked. Their financial plan indicated that their lifestyle could be supported under conservative assumptions...
- Oct 6, 202613 min
About this episode In this episode, Glen D. Smith, CFP®, CRPC®, breaks down the trade-offs that are often left out of the annuity conversation, from ongoing fees and surrender restrictions to ordinary-income tax...
- Sep 29, 20267 min
About this episode A SLAT isn’t about giving up your wealth; it’s about changing how assets are owned to help protect what you’ve built and plan for future generations. In this video, I break down exactly how a Spousal...
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Episode #38
The Truth About Gold & Silver vs. Stocks
Sep 22, 202612 minAbout this episode In our latest episode, I walk through how I think about gold and silver versus stocks and inflation, and the difference between preserving wealth and creating it. If you’ve heard mixed opinions about...
- Sep 15, 20265 min
About this episode You’ve spent years building your 401(k), receiving RSUs, investing, saving, and growing your net worth. Eventually, the question changes. It’s no longer: “How do I build more wealth?” It becomes: “How...
- Sep 8, 20265 min
About this episode In this episode, we break down one deceptively simple question: Should you consolidate your financial accounts? If you’re a Stryker employee, subscribe for more conversations designed around the...
- Sep 1, 20265 min
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...
Episode #34
RSU Taxes Withheld… So Why Do You Still Owe?
Aug 25, 20265 minAbout 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...
Episode #33
Stryker 401(k) Tax Strategy Explained
Aug 18, 20266 minAbout 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...
- Aug 11, 20266 min
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...
- Aug 4, 20266 min
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...
Episode #30
Can You Retire at 60 with $2 Million?
Jul 28, 20268 minAbout 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...
- Jul 21, 20267 min
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...
- Jul 14, 20264 min
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...
- Jul 7, 20264 min
About this episode You're saving. You're investing. You're doing everything you're supposed to do. So why does financial freedom still feel out of reach? This is the conversation I wish more high earners would have...
- Jun 30, 20264 min
About this episode Glen Smith discusses the principle that has quietly guided Buffett’s approach for decades and why many high-income professionals overlook it. New episodes of Retirement Blueprint weekly! Discover a...
- Jun 23, 20265 min
About this episode Glen Smith shares how one high-income client went from constantly upgrading their lifestyle to finally creating real financial flexibility. New episodes of Retirement Blueprint weekly! If you would...
- Jun 16, 20265 min
About this episode Glen Smith breaks down why many high earners still feel financially stuck — even with strong incomes and successful careers. New episodes of Retirement Blueprint weekly! If you would like guidance...
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