Imagine discovering that the retirement rules you’ve been following might be leading you straight into financial trouble. On this episode, David Gagnon shares how real people unknowingly make costly mistakes—from misaligned investments to mistimed Social Security—and how a comprehensive, personalized plan can change everything. He breaks down guaranteed income, income‑distribution strategies, tax‑efficient planning, and why cookie‑cutter advice often fails. Through real client stories and clear explanations, David reveals what truly drives confidence and peace of mind in retirement.

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Imagine discovering that the retirement rules you&rsquo;ve been following might be leading you straight into financial trouble. On this episode, David Gagnon shares how real people unknowingly make costly mistakes&mdash;from misaligned investments to mistimed Social Security&mdash;and how a comprehensive, personalized plan can change everything. He breaks down guaranteed income, income‑distribution strategies, tax‑efficient planning, and why cookie‑cutter advice often fails. Through real client stories and clear explanations, David reveals what truly drives confidence and peace of mind in retirement.
<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.