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Mastering Your Wealth

David Gagnon

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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  • 21 episodes
  • weekly
  • Avg 16 min
  • English

Episodes 21

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  • June 2 · 15 min

    Should You Move Your Roth IRA Back to a 401(k)?

    Is moving your Roth IRA back into a workplace plan a smart move—or a costly mistake? David Gagnon explores a proposed rule change that could allow Roth IRA rollbacks into employer plans and why consolidation isn’t always better. He breaks down how fees, investment options, flexibility, and tax strategy should guide every decision. The conversation also examines the real value of financial advice versus fees, the limits of AI in retirement planning, and practical ways to manage inflation risk. It’s a thoughtful look at aligning financial decisions with a personalized retirement strategy. Help Protect, Preserve, and Expand Your Wealth TODAY! Follow us on Social Media: Facebook and LinkedIn! See omnystudio.com/listener for privacy information.

Showing 21–21 of 21 episodes