Mastering Your Wealth
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 Secu…101 clip(s)
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Could AI hype be quietly increasing the risk in your retirement portfolio? David Gagnon explains why headline-driven investing can lead to costly decisions and how hidden concentration in technology stocks may be affecting diversification. He breaks down the four key areas investors should evaluate: risk tolerance, time horizon, diversification, and concentration. The conversation also explores longevity risks, inflation, healthcare costs, retirement income planning, and common estate planning surprises that can create family conflict. Learn why understanding what you own and having a clear plan matters more than reacting to the latest market headlines.



