Are you following outdated retirement rules that could sabotage your future? In this episode of Mastering Your Wealth Podcast with David Gagnon, discover why “cookie-cutter” advice doesn’t work and how a personalized plan can turn anxiety into confidence. Learn how real people overcame their biggest fear—running out of money—by breaking the rules and building a retirement strategy that fits their life.

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Are you making costly mistakes with your retirement planning? On this episode, David Gagnon reveals how a strategic, personalized approach can help you avoid financial blind spots, optimize guaranteed income, and build lasting peace of mind. Learn why comprehensive planning—not just investing—is the key to mastering your wealth and securing your future.

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Think September is the worst month for your investments? Think again—discover why timing the market is a trap and how the truly wealthy build lasting security. David Gagnon shares real-world strategies for proactive planning, disciplined spending, and tax-smart investing. Learn how to stress-test your retirement, avoid costly mistakes, and align your portfolio with your life goals. Whether you’re nearing retirement or just starting out, this episode reveals the habits and tactics that keep wealth growing quietly behind the scenes.

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Is your retirement plan built to withstand market shocks and hidden tax traps? In this episode, David Gagnon reveals how strategic planning—beyond cookie-cutter advice—can help you safeguard your wealth, minimize lifetime taxes, and turn financial security into lasting memories. Discover why focusing on lifetime tax bills, understanding fees, and stress-testing your income plan are essential steps for anyone serious about mastering their financial future.

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Are you blindly saving for retirement and hoping it’ll all work out? In this episode of Mastering Your Wealth Podcast, David Gagnon breaks down why hope isn’t a strategy and how proactive planning—especially around income, taxes, and healthcare—can make or break your financial future. From the myth of the “magic number” to the emotional challenges of retirement, David shares insights from 40 years of experience to help you avoid costly mistakes and build a plan that lasts.

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What if your retirement plan is built on outdated advice that could cost you everything? In this episode of Mastering Your Wealth Podcast, David Gagnon breaks down the critical shift from accumulation to distribution and why most investment advisors fall short when it matters most. From strategic income planning to tax efficiency and market volatility buffers, learn how personalized financial strategies can safeguard your future and help you retire with confidence.

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What if your retirement plan is as confusing as a Broadway musical? In this episode of Mastering Your Wealth Podcast, David Gagnon breaks down the concept of risk tolerance and why proactive financial planning is essential. From surviving market crashes to understanding new tools like Trump Accounts, David shares strategies to reduce volatility, increase yields, and optimize tax efficiency. Whether you're nearing retirement or just starting out, this episode offers clarity on building a resilient, personalized financial roadmap.

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Nearly half of investors are flying blind into retirement—without an income plan. In this episode of Mastering Your Wealth Podcast, David Gagnon breaks down why income planning is the cornerstone of financial security and how missteps in timing, taxes, and investment choices can quietly sabotage your future. From real-life client stories to actionable insights, David reveals how to shift from blind hope to strategic clarity—whether you're in your 40s or already retired.

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Are you afraid to spend your money in retirement? You're not alone. In this episode of Mastering Your Wealth Podcast, David Gagnon breaks down why retirees hesitate to spend—even when they have income—and how strategic planning can turn fear into confidence. From income gaps and annuities to healthcare and tax diversification, David shares real-life examples and tools that help clients build personalized, pension-like income plans. Whether you're nearing retirement or already there, this episode offers clarity on how to align your investments with your lifestyle goals.

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What if your 401(k) suddenly included private equity—and no one explained the risks? In this episode of Mastering Your Wealth Podcast, David Gagnon unpacks the implications of recent changes to retirement investing, including the hidden dangers of illiquid assets, market complacency, and inflation erosion. Learn how personalized planning, strategic diversification, and alternative tools can protect your future income and lifestyle. No cookie-cutter advice—just real talk about building resilient retirement strategies.

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