
Russ talks about the importance of contingency planning in retirement highlighting two scenarios: forced early retirement and losing a spouse. He also covers the market activity with a discussion on wobbling markets and the threat of higher inflation. Hackmann Wealth Senior Vice-President Jack Young joins with a case study he calls “the disagreement.” He talks about building retirement compromise with a couple. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jun 12
46 min

In this episode, Russ Hackmann discusses market trends, the impact of AI on finance, retirement planning strategies, and how to protect against scams. He offers insights on managing gains, creating a retirement paycheck, and dealing with adult children’s financial needs. Hackmann Wealth Senior Vice-President Clare Hare joins with a discussion on Roth contributions and Roth conversions. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Jun 5
46 min

In this episode, Russ Hackmann discusses current market trends, the impact of possible Fed hikes, AI advancements, estate planning, and social security strategies. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Gain expert insights to navigate volatile markets and secure your financial future. Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
May 29
46 min

Russ opens with his weekly market update and then moves into the importance of spotting dangers in this bull market. He also covers building confidence in your financial and retirement plan and proper income laddering in 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.
May 22
46 min

In this episode of Wall Street Sweeper, host Russ Hackmann discusses the recent market rally, inflation concerns, and the warnings from contrarian investor Michael Burry about a potential market top. The show offers insights into portfolio spring cleaning, risk management, and tax strategies for retirees. Hackmann Senior Vice-President Jack Young joins with a case study. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500See omnystudio.com/listener for privacy information.
May 15
47 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. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
May 8
46 min

Russ discusses market rebounds, inflation risks, and strategies for retirement planning amid economic uncertainties. Learn how to protect your portfolio, navigate un-retirement, and optimize your financial future. Russ also talks about “unretirement” and developing proper planning to avoid being forced by into the workforce. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
May 1
46 min

In addition to his opening market update, Russ discusses why a Roth account could be a better way to leave money to your family, talks about establishing a “forever income plan”, and addresses retirement related questions and concerns. Hackmann Senior Vice-President Clare Hare joins with a case study. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Apr 24
46 min

Russ centers on helping listeners protect their IRAs from unnecessary risk, close the gap between retirement income and retirement spending needs, and think more carefully about market volatility, taxes, and long-term financial security. Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Apr 17
46 min

In this episode, Russ Hackmann discusses the current market challenges, the limitations of traditional bonds, and how to build a resilient financial plan from scratch. He emphasizes the importance of a solid foundation, tax planning, and income strategies to navigate volatile markets. Russ takes some time to answer retirement and financial related questions and Hackmann Wealth Senior Vice-President Jack Young joins with a case study. Reach Hackmann Wealth Partners at: Boston: 617-674-2000 DMV: 703-997-5500 Hackmann Wealth PartnersSee omnystudio.com/listener for privacy information.
Apr 3
47 min
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