What if your retirement plan could guarantee income, protect your legacy, and even cover unexpected healthcare costs? In this episode, David Gagnon reveals how strategic pension decisions and personalized income plans can transform your financial future. Discover why clarity—not guesswork—is the key to retiring with confidence and learn how to avoid costly mistakes that could derail your dreams. Whether you’re facing lump sum vs. monthly pension choices or seeking ways to maximize your nest egg, this conversation delivers practical insights for anyone planning their next chapter.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

What if your retirement plan could guarantee income, protect your legacy, and even cover unexpected healthcare costs? In this episode, David Gagnon reveals how strategic pension decisions and personalized income plans can transform your financial future. Discover why clarity&mdash;not guesswork&mdash;is the key to retiring with confidence and learn how to avoid costly mistakes that could derail your dreams. Whether you&rsquo;re facing lump sum vs. monthly pension choices or seeking ways to maximize your nest egg, this conversation delivers practical insights for anyone planning their next chapter.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

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.

Mastering Your Wealth

Unlocking the Secrets to a Worry-Free Retirement

A hidden tax break could reshape the way retirees manage their income—and most people don’t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You’ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

A hidden tax break could reshape the way retirees manage their income&mdash;and most people don&rsquo;t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You&rsquo;ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

Your Retirement Taxes Are Changing—Are You Ready?

Secrets in your financial life may be costing you more than you realize. On this episode, David Gagnon breaks down how to spot when an advisor isn’t truly planning for your whole financial picture. From Social Security timing and tax strategy to investment alignment, income distribution, and estate planning, David explains why comprehensive analysis matters. You’ll also hear real‑world family estate challenges that highlight the importance of communication and planning. Gain clarity, reduce blind spots, and understand what truly goes into building a confident retirement.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

Secrets in your financial life may be costing you more than you realize. On this episode, David Gagnon breaks down how to spot when an advisor isn&rsquo;t truly planning for your whole financial picture. From Social Security timing and tax strategy to investment alignment, income distribution, and estate planning, David explains why comprehensive analysis matters. You&rsquo;ll also hear real‑world family estate challenges that highlight the importance of communication and planning. Gain clarity, reduce blind spots, and understand what truly goes into building a confident retirement.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

Before You Retire: The Questions Your Advisor Should Be Asking

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.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

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>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

Unlocking the Secrets to a Worry-Free Retirement

In 1 playlist(s)

Mastering Your Wealth

Social links

Follow podcast

Recent clips