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.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!