Mastering Your Wealth

David Gagnon
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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.

  1. 2D AGO

    The Silent Threat That Could Derail Your Retirement

    Debt might be the quiet threat lurking beneath your retirement plans. On this episode, David Gagnon breaks down how rising national debt, market complacency, hidden risks, and outdated portfolio assumptions can quietly erode your long‑term financial security. He explains why resilience—not prediction—is the cornerstone of smart retirement planning and shares real‑world insights from decades of helping clients identify blind spots, stress‑test their strategies, and build income plans built for changing economic realities. If you want clarity, confidence, and a plan that adapts with you, this episode is for you. Help Protect, Preserve, and Expand Your Wealth TODAY!  Follow us on Social Media: Facebook and LinkedIn!   See omnystudio.com/listener for privacy information.

    18 min

  2. FEB 3

    “Why Your Portfolio Might Be More Vulnerable Than You Think

    What if the biggest threat to your retirement isn’t the market — but what you don’t know? On this episode, David Gagnon breaks down the hidden risks retirees face, from soaring healthcare costs to silent portfolio vulnerabilities. He explains why guardrails, backup plans, and consistent returns matter more than chasing big gains. Through real client stories and decades of experience, David reveals how proactive planning, risk reduction, and smarter cash‑flow strategies can help you navigate uncertain markets and protect your long‑term financial wellbeing. Help Protect, Preserve, and Expand Your Wealth TODAY!  Follow us on Social Media: Facebook and LinkedIn!   See omnystudio.com/listener for privacy information.

    16 min

  3. JAN 27

    The Hidden Costs That Shrink Your 401(k) — Revealed

    Retirement can unravel fast if you don’t understand the hidden forces shaping your financial future. On this episode David Gagnon breaks down how taxes, Medicare costs, and sequence‑of‑returns risk can quietly erode your nest egg — and what thoughtful planning can do to counter it. You’ll hear real client scenarios, strategic income planning insights, and how tax‑diversified withdrawal strategies help create reliable retirement income. This conversation demystifies the moving parts so you can make informed decisions with clarity and confidence. Help Protect, Preserve, and Expand Your Wealth TODAY!  Follow us on Social Media: Facebook and LinkedIn!   See omnystudio.com/listener for privacy information.

    14 min

  4. JAN 13

    Your Retirement Taxes Are Changing—Are You Ready?

    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!   See omnystudio.com/listener for privacy information.

    16 min

  5. JAN 7

    Before You Retire: The Questions Your Advisor Should Be Asking

    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!   See omnystudio.com/listener for privacy information.

    15 min

  6. 12/31/2025

    The Retirement Rules You Should Break Immediately

    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!   See omnystudio.com/listener for privacy information.

    18 min

  7. 12/16/2025

    The Five Buckets That Could Make or Break Your Retirement

    Are you unknowingly letting “Uncle Sam” take a bigger bite out of your retirement? Discover how strategic income planning can transform your nest egg into reliable, tax-efficient income that lasts. David Gagnon breaks down the five key sources of retirement income, reveals costly mistakes to avoid, and shares real-life strategies for maximizing your wealth, minimizing taxes, and protecting your future—even when life throws curveballs. Tune in for actionable insights that help you retire with confidence and clarity. Help Protect, Preserve, and Expand Your Wealth TODAY!  Follow us on Social Media: Facebook and LinkedIn!   See omnystudio.com/listener for privacy information.

    17 min

  8. 12/09/2025

    Spendophobia: Breaking Free from Retirement Fear

    Are you afraid to spend your retirement savings—even when you have enough? Discover how “spendophobia” grips nearly half of America’s retirees and learn practical strategies to overcome the fear of running out of money. David Gagnon shares real-life stories, actionable planning tips, and the critical mistakes to avoid so you can enjoy your retirement with confidence and clarity. Help Protect, Preserve, and Expand Your Wealth TODAY!  Follow us on Social Media: Facebook and LinkedIn!   See omnystudio.com/listener for privacy information.

    16 min
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About

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.

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