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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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&mdash;not guesswork&mdash;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.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
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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.