Secrets in your financial life may be costing you more than you realize. On this episode, David Gagnon breaks down how to spot when an advisor isn’t truly planning for your whole financial picture. From Social Security timing and tax strategy to investment alignment, income distribution, and estate planning, David explains why comprehensive analysis matters. You’ll also hear real‑world family estate challenges that highlight the importance of communication and planning. Gain clarity, reduce blind spots, and understand what truly goes into building a confident retirement.

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Secrets in your financial life may be costing you more than you realize. On this episode, David Gagnon breaks down how to spot when an advisor isn&rsquo;t truly planning for your whole financial picture. From Social Security timing and tax strategy to investment alignment, income distribution, and estate planning, David explains why comprehensive analysis matters. You&rsquo;ll also hear real‑world family estate challenges that highlight the importance of communication and planning. Gain clarity, reduce blind spots, and understand what truly goes into building a confident retirement.
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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.