<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Inheritance Decisions, Family Conversations and Retirement Risk

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit https://hackmannwealth.com/ or call (617) 299-7676.