Are Taxes Costing You More Than the Market?

Are 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 investment returns. He discusses tax planning, Roth conversions, Social Security claiming strategies, healthcare costs, and the small financial habits that can shape long-term retirement outcomes. The conversation highlights how coordinated planning can help uncover blind spots, reduce costly mistakes, and bring greater clarity to retirement income, taxes, and legacy goals.

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