Retirement isn’t derailed by one big mistake. It’s often shaped by the questions people never stop to ask. David Gagnon explains why many pre-retirees have investment accounts but not a true retirement plan and discusses the shift from saving to spending as more baby boomers enter retirement. The conversation covers income planning, taxes, Social Security decisions, longevity risk, and why relocating to a lower-tax state may not deliver the savings many expect. It’s a practical look at building a retirement strategy that accounts for real-life spending, longer lifespans, and major lifestyle decisions.

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Retirement isn&rsquo;t derailed by one big mistake. It&rsquo;s often shaped by the questions people never stop to ask. David Gagnon explains why many pre-retirees have investment accounts but not a true retirement plan and discusses the shift from saving to spending as more baby boomers enter retirement. The conversation covers income planning, taxes, Social Security decisions, longevity risk, and why relocating to a lower-tax state may not deliver the savings many expect. It&rsquo;s a practical look at building a retirement strategy that accounts for real-life spending, longer lifespans, and major lifestyle decisions.
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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.