
Russell Hackmann discusses family financial conversations, jointly inherited property and reviewing retirement income and investment risk.
Oct 31
50 min

A market headline can be a useful prompt to revisit how your retirement plan is built. Russ Hackmann and Dave Perkins discuss AI-related investment risk, the timing of IRA withdrawals and increasingly sophisticated retirement scams, along with tax and estate planning questions to bring to a review. Call Hackmann Wealth Partners at 617-674-2000 to ask about getting on the calendar.See omnystudio.com/listener for privacy information.
Oct 24
50 min

In this episode, Russ Hackmann discusses the complexities of retirement planning, including how to prepare for financial shocks, long-term care, and market volatility. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Learn practical strategies to safeguard your retirement assets and make informed decisions. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Oct 18
46 min

In this episode, Russ Hackmann discusses essential financial strategies for retirement, including managing medical costs, understanding Medicare, and preparing for life's unexpected events. Learn how to safeguard your wealth and plan effectively for the future. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Oct 9
46 min

Russ Hackman discusses the impact of rising interest rates, AI's role in the economy, and strategies for long-term tax planning and estate management. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Oct 4
46 min

In this episode, Russ Hackman discusses the current market dynamics, the impact of AI and tech stocks, tax strategies for retirees, and the importance of beneficiary forms and estate planning. Hackmann Senior Vice-President Jack Young joins with a case study. Learn how to navigate market volatility and optimize your financial future. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth Partners See omnystudio.com/listener for privacy information.
Sep 25
46 min

Russ Hackmann discusses the latest market trends, investment strategies, and retirement planning tips. He covers topics like IPOs, market volatility, tax-efficient charitable giving, and managing concentrated stock positions, providing valuable insights for investors preparing for retirement. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Sep 22
46 min

In this episode, Russ Hackmann discusses the parallels between historical industrial booms like the railroads and the internet and the current AI boom. He emphasizes the importance of understanding red flags in your financial plan, planning for long retirements, and the risks of overconcentration and complexity in portfolios. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Sep 12
46 min

In this episode, Russ Hackmann discusses the current interest rate environment, its impact on the stock market, and strategic planning for retirement and taxes. He shares client stories, highlights an upcoming seminar, and offers practical advice on avoiding scams and optimizing wealth transfer. Hackmann Wealth Senior Vice-President Clare Hare joins the podcast sharing the concerns people have about dealing with inflation. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Sep 4
46 min

Russ opens with his weekly market update and then moved into a discussion about how many people feel they are properly diversified when, in fact, they are not. He also talked about the tax deduction for those 65 plus and the proper strategies that should be wrapped around that. Estate planning was also a part of the conversation and Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Aug 28
46 min
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