Retirement planning can fall apart quickly when taxes, income gaps, and long‑term risks go unaddressed. On this episode, David Gagnon breaks down how forward‑looking tax planning, income distribution strategies, and spouse‑to‑spouse financial engagement can create clarity and confidence for your future. From managing RMDs to structuring guaranteed income and avoiding costly Medicare surprises, David shows how personalized planning—not guesswork—keeps retirement stable. Whether you're nearing retirement or already there, this conversation helps you understand the key decisions that shape long-term financial health.

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