Mastering Your Wealth

Tax Strategies for Wealth Management


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In today's episode, David discusses essential strategies for financial planning, particularly in the face of potential economic downturns. He emphasizes the importance of having cash reserves, managing debt, and rebalancing investment portfolios to mitigate risks. Gagnon also highlights the critical role of tax planning in maximizing wealth and the need for a comprehensive approach to retirement income, including understanding 401(k) options and Social Security strategies.  

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Mastering Your WealthBy David Gagnon