The Retirement Mistake You May Not See Coming

What 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 can limit your options, how tax-deferred savings may create future tax challenges, and why proactive tax planning matters long before retirement begins. The conversation covers wealth transfers, required minimum distributions, Social Security taxation, and the importance of building a strategy based on your goals instead of assumptions. Plus, David shares real-world examples of how small planning decisions today can have a lasting impact on retirement outcomes.

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