Are you risking your retirement by sticking to old investment habits? Discover why a strategic income plan is the key to lasting wealth—even in volatile markets. Financial advisor David Gagnon breaks down the dangers of “sequence of returns risk,” the pitfalls of selling in a downturn, and the new trend of gifting wealth directly to grandkids. Plus, get real talk on how retirement changes your daily life and relationships. Tune in for actionable insights on building a resilient financial and estate plan that supports your dreams and your family’s future.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

Are you risking your retirement by sticking to old investment habits? Discover why a strategic income plan is the key to lasting wealth&mdash;even in volatile markets. Financial advisor David Gagnon breaks down the dangers of &ldquo;sequence of returns risk,&rdquo; the pitfalls of selling in a downturn, and the new trend of gifting wealth directly to grandkids. Plus, get real talk on how retirement changes your daily life and relationships. Tune in for actionable insights on building a resilient financial and estate plan that supports your dreams and your family&rsquo;s future.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

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.

Mastering Your Wealth

From Market Volatility to Family Legacy—Mastering Your Wealth Starts Here

Debt might be the quiet threat lurking beneath your retirement plans. On this episode, David Gagnon breaks down how rising national debt, market complacency, hidden risks, and outdated portfolio assumptions can quietly erode your long‑term financial security. He explains why resilience—not prediction—is the cornerstone of smart retirement planning and shares real‑world insights from decades of helping clients identify blind spots, stress‑test their strategies, and build income plans built for changing economic realities. If you want clarity, confidence, and a plan that adapts with you, this episode is for you.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

Debt might be the quiet threat lurking beneath your retirement plans. On this episode, David Gagnon breaks down how rising national debt, market complacency, hidden risks, and outdated portfolio assumptions can quietly erode your long‑term financial security. He explains why resilience&mdash;not prediction&mdash;is the cornerstone of smart retirement planning and shares real‑world insights from decades of helping clients identify blind spots, stress‑test their strategies, and build income plans built for changing economic realities. If you want clarity, confidence, and a plan that adapts with you, this episode is for you.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

The Silent Threat That Could Derail Your Retirement

What if the biggest threat to your retirement isn’t the market — but what you don’t know? On this episode, David Gagnon breaks down the hidden risks retirees face, from soaring healthcare costs to silent portfolio vulnerabilities. He explains why guardrails, backup plans, and consistent returns matter more than chasing big gains. Through real client stories and decades of experience, David reveals how proactive planning, risk reduction, and smarter cash‑flow strategies can help you navigate uncertain markets and protect your long‑term financial wellbeing.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

What if the biggest threat to your retirement isn&rsquo;t the market &mdash; but what you don&rsquo;t know? On this episode, David Gagnon breaks down the hidden risks retirees face, from soaring healthcare costs to silent portfolio vulnerabilities. He explains why guardrails, backup plans, and consistent returns matter more than chasing big gains. Through real client stories and decades of experience, David reveals how proactive planning, risk reduction, and smarter cash‑flow strategies can help you navigate uncertain markets and protect your long‑term financial wellbeing.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

“Why Your Portfolio Might Be More Vulnerable Than You Think

Retirement can unravel fast if you don’t understand the hidden forces shaping your financial future. On this episode David Gagnon breaks down how taxes, Medicare costs, and sequence‑of‑returns risk can quietly erode your nest egg — and what thoughtful planning can do to counter it. You’ll hear real client scenarios, strategic income planning insights, and how tax‑diversified withdrawal strategies help create reliable retirement income. This conversation demystifies the moving parts so you can make informed decisions with clarity and confidence.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

Retirement can unravel fast if you don&rsquo;t understand the hidden forces shaping your financial future. On this episode David Gagnon breaks down how taxes, Medicare costs, and sequence‑of‑returns risk can quietly erode your nest egg &mdash; and what thoughtful planning can do to counter it. You&rsquo;ll hear real client scenarios, strategic income planning insights, and how tax‑diversified withdrawal strategies help create reliable retirement income. This conversation demystifies the moving parts so you can make informed decisions with clarity and confidence.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

From Market Volatility to Family Legacy—Mastering Your Wealth Starts Here

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