
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

Russ Hackmann discusses critical aspects of retirement planning, including longevity risk, healthcare costs, contingency planning, and the impact of AI on markets. Learn how to safeguard your financial future with practical insights and strategies. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500See omnystudio.com/listener for privacy information.
Aug 21
46 min

Russ Hackmann stresses the importance of being vigilant and ever prepared for a market disruption. He offers strategies to help you meet that goal. The podcast also includes a conversation on finding the balance of gifting to kids without threatening your retirement. Russ features a great planning discussion and answers listener questions. Hackmann Wealth Senior Vice-President Clare Hare joins with a discussion on dividend strategies. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Aug 14
47 min

Russ Hackmann discusses critical aspects of retirement planning, including longevity risk, healthcare costs, contingency planning, and the impact of AI on markets. Learn how to safeguard your financial future with practical insights and strategies. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Aug 7
46 min

Russ opens with his weekly market update and then discusses the 70/30 or 60/40 stock bond mix and, whether or not it is appropriate in today’s market. He also covers the care cost cliff of long-term care and offers warnings about the sophistication of today’s scams. Hackmann Wealth Senior Vice-President Clare Hare joins with a discussion on the kiddie tax. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jul 31
46 min

Russ Hackmann discusses the impact of AI on the stock market, interest rates, and retirement planning. He also covers tax strategies, the effects of “Aunt IRMAA” on Medicare. He also addresses ways to provide solid protection for your assets in volatile times. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jul 24
46 min

Russ Hackmann discusses the latest market trends, the impact of geopolitical events on investments, and essential retirement planning strategies including Medicare, taxes, and moving decisions. Hackmann Wealth Senior Vice-President Clare Hare joins with information on saving for children and grandchildren. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jul 17
46 min

In this episode, Russ Hackmann discusses essential retirement planning strategies, market insights, and how to protect your wealth from common pitfalls. He also offers strategies to help build confidence in retirement spending and covered the negatives of excessive fees and dead money. Hackmann Wealth Senior Vice-President Jack Young joined with a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jul 10
46 min

Russ opens with his weekly market update then covers some important things to consider before launching retirement. What will define you? How do you prepare for healthcare costs? How does a good plan build spending confidence? What is IRMAA and how can it affect your costs with Medicare? Russ and Hackmann Senior Vice-President Clare Hare both share a case study. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jul 3
46 min

Russ Hackmann discusses the complexities of retirement planning, market volatility, and long-term financial strategies in stressing the importance to plan for longevity. Tune in to learn how to navigate inflation, RMDs, pensions, and more to secure your financial future. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Boston: 617-674-2000 DMV: 703-997-5500See omnystudio.com/listener for privacy information.
Jun 26
47 min
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