What happens when unexpected expenses or hidden retirement risks derail your financial plan? On this episode, David Gagnan explores why emergency funds, flexible liquidity tools like HELOCs, and detailed income planning are essential for long-term stability. He breaks down how to separate essential, lifestyle, and surprise expenses, identify income gaps, and stress test a retirement plan against risks like inflation, healthcare costs, and market volatility. The conversation also challenges traditional reliance on 401(k)s, highlighting the need for a strategy that turns savings into dependable income.

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What happens when unexpected expenses or hidden retirement risks derail your financial plan? On this episode, David Gagnan explores why emergency funds, flexible liquidity tools like HELOCs, and detailed income planning are essential for long-term stability. He breaks down how to separate essential, lifestyle, and surprise expenses, identify income gaps, and stress test a retirement plan against risks like inflation, healthcare costs, and market volatility. The conversation also challenges traditional reliance on 401(k)s, highlighting the need for a strategy that turns savings into dependable income.
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Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.

Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.