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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