Mastering Your WealthMastering 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…What if the biggest risk in retirement isn’t the stock market, but playing it too safe? On this episode David Gagnon discusses Warren Buffett’s decision to move billions into cash and what it reveals about managing risk in retirement. He explains sequence of returns risk, the importance of aligning investments with income needs, and how a strategic withdrawal plan can help retirees balance growth, liquidity, and stability. The conversation also explores the growing role of AI in financial planning and why personalized retirement strategies still require a comprehensive review of an individual’s unique circumstances.
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Mastering Your Wealth
Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth …Social links
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The Biggest Retirement Risk Might Not Be What You Think
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