About this podcast
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.
Episodes
The newest 20 of 102 episodes
- The Retirement Paycheck Puzzle: Income, Growth and Flexibility · 16 minHow do you turn decades of savings into retirement income without relying on a one-size-fits-all formula? David Gagnon explores balancing dependable income with long-term growth…
- Is Your Retirement Plan Ready for Year-End? · 20 minThe financial moves you make before year-end could shape your retirement long after the calendar turns. On this episode, David Gagnon discusses year-end tax planning, Roth…
- Are Bonds the Missing Piece in Your Retirement Plan? · 15 minAre stocks getting all the attention while an important piece of retirement planning gets overlooked? David Gagnon explores the role bonds and other fixed-income options can play…
- Could Playing It Too Safe Put Your Retirement at Risk? · 18 minCould playing it too safe with your money create a different kind of retirement risk? David Gagnon explores how balancing investment risk and long-term growth can factor into…
- Is AI Hype Creating Hidden Risk in Your Retirement Portfolio? · 17 minCould AI hype be quietly increasing the risk in your retirement portfolio? David Gagnon explains why headline-driven investing can lead to costly decisions and how hidden…
- The Fed Raised Rates: Should Retirees Be Worried? · 18 minA Fed rate hike has investors wondering if market trouble is next, but are the headlines distracting retirees from the questions that matter most? David Gagnon explains why…
- Why Panic Can Cost More Than a Market Drop · 18 minWhat if the biggest threat to your retirement isn't a market crash, but the decisions you make during one? David Gagnon explores why financial anxiety is rising as inflation…
- Rising Rates, Retirement Risks, and Hidden Opportunities · 21 minAre rising Treasury yields creating hidden opportunities or unexpected risks for retirees? On this episode, David Gagnon breaks down how higher interest rates can impact stocks…
- Could Rolling Your Roth IRA Back Into a 401(k) Ever Make Sense? · 15 minCould a new rule change give retirees another option for managing Roth savings? On this episode, David Gagnon explains a proposed change that could allow Roth IRA assets to be…
- Are Taxes Costing You More Than the Market? · 17 minAre hidden taxes quietly taking a bigger bite out of your retirement than market volatility? On this episode, David Gagnon explains why retirement success is about more than…
- The Retirement Prediction Board: Which Risks Are Most Likely? · 16 minWhat if the biggest retirement risks aren't the ones you can predict? David Gagnan explores the retirement “prediction board,” examining how inflation, market volatility, health…
- The Retirement Mistake You May Not See Coming · 17 minWhat if the biggest threat to your retirement isn't the market, but the financial blind spots you're overlooking today? David Gagnon explains why waiting to plan for retirement…
- The Biggest Retirement Risk Might Not Be What You Think · 15 minRetirement isn’t derailed by one big mistake. It’s often shaped by the questions people never stop to ask. David Gagnon explains why many pre-retirees have investment accounts…
- Warren Buffett Cut Risk. Should Retirees Do the Same? · 18 minWhat if the biggest risk in retirement isn’t the stock market, but playing it too safe? On this episode David Gagnon discusses Warren Buffett’s decision to move billions into…
- Is Your Retirement Plan Missing the Most Important Piece? · 15 minWhat happens when a health crisis, market downturn, or missing paperwork collides with retirement? David Gagnon explains why retirement planning goes beyond investments and…
- Why a Million Dollars May Not Mean What You Think in Retirement · 16 minCan a million dollars create a false sense of security in retirement? David Gagnan explains why focusing on a big account balance can be misleading without understanding the…
- The Annuity Comeback: Why More Retirees Are Taking a Second Look · 16 minWhat happens if retirement arrives sooner than expected—and your paycheck disappears overnight? David Gagnon discusses why more advisors are incorporating annuities into…
- Why Are More Retirees Taking a Second Look at Annuities? · 16 minWhat happens if retirement arrives sooner than expected—or your income plan depends too much on the market? David Gagnan explains why annuities are getting renewed attention in…
- Is Your Retirement Plan Built on Hope or a Real Strategy? · 17 minWhat if your retirement plan is built more on hope than strategy? David Gagnon explains why many savers overlook future costs, taxes, and risks—and how that leads to costly blind…
- Your Retirement Paycheck: Why the First Year Matters Most · 16 minRetirement can feel uncertain when your paycheck disappears—but what replaces it? David Gagnan breaks down why the first year of retirement sets the tone for decades, and how a…
