Russ delves into the current state of the markets, highlighting concerning trends and potential risks.  He discusses the concentration of technology within the S&P 500 and draw parallels to historical market peaks, emphasizing the need for vigilance in economic observations.  Russ also reminds us of year end strategies to consider.  Hackmann Wealth Senior Vice-President Jack Young offers a case study which really exhibits the value of getting a second opinion and best-selling author Coach Pete D’Arruda joins with a discussion on estate planning.

 Reach Hackmann Wealth Partners:

Boston:  617-674-2000

DMV:  703-997-5500

Hartford:  860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

Russ delves into the critical aspects of retirement planning, emphasizing the necessity of addressing the major risks associated with retirement.  Russ covers the strategies to implement and the ones to avoid in multiple streams of retirement income and good moves for those who started a little late in saving for retirement.  Best-selling author Coach Pete D’Arruda joins Russ for part of the podcast and Hackmann Wealth Senior Vice-President Clare Hare offers a case study.

Reach Hackmann Wealth Partners at:

617-674-2000:  Boston

703-997-5500:  DMV

860-321-6800:  Hartford

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

Russ discusses the current market trends, particularly the surge in AI and tech stocks, and emphasizes the importance of planning for retirement in light of increasing longevity and inflation. He highlights the need for a comprehensive financial strategy that addresses personal challenges such as divorce and health issues, while also preparing for potential market volatility driven by AI advancements. The discussion underscores the necessity of having a financial advisor who understands the client's unique situation and can provide tailored advice for a secure financial future.  Hackmann Wealth Senior Vice-President Jack Young joins with a case study.

 Reach Hackmann Wealth Partners at 617-674-2000 in the Boston area.

703-997-5500 in the DMV.

860-321-6800 in Hartford.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses the complexities of transitioning from asset accumulation to decumulation in retirement. He highlights the increasing risks of fraud and identity theft, especially in the context of financial planning. The conversation delves into the key risks associated with the decumulation phase, including longevity and inflation risks, and emphasizes the importance of having a structured withdrawal strategy. Listener case studies illustrate real-life eureka moments in financial planning, showcasing the value of personalized advice. The episode concludes with final tips for ensuring a successful decumulation strategy, reinforcing that retirement planning is not just about numbers but about individual goals and needs.  Hackmann Wealth Senior Vice-President Clare Hare also joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

Russ opens the podcast with his weekly market update and then moves into the other topics including Jamie Dimon’s prediction on the economy, Secure Act 2.0 changes that begin in 2026 with some changes to catch up contributions, and tax changes that are coming in 2026.  Hackmann Senior Vice-President Jack Young joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode, Russ Hackman discusses the importance of retirement planning, focusing on the emotional and financial baggage individuals carry into retirement. He highlights the current market trends, the potential tech bubble, and the necessity of consolidating financial accounts for better management. The conversation also touches on the significance of planning for future financial risks and the upcoming year 2026, emphasizing the need for proactive tax planning and risk assessment.  America’s Wealth, Income, and Retirement Coach Pete D’Arruda joins with a discussion on volatility and the financial media.  Hackmann Wealth Senior Vice-President Clare Hare shares some questions on Social Security she received at a recent women’s financial seminar.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode of the Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, emphasizing the importance of vigilance amidst high valuations and economic signals. He explores retirement planning through the metaphor of packing for a journey, addressing the emotional and financial aspects of transitioning into retirement. The conversation also covers risk management strategies, the significance of the Tuesday Test and Porch Light Principle in retirement planning, and the essential components of a complete retirement plan.  America’s Wealth, Income, and Retirement Coach Pete D’Arruda joins in and Hackmann Wealth Senior Vice-President Jack Young offers a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the market, particularly focusing on the AI bubble and its parallels to the dot-com era. He emphasizes the importance of understanding market trends, the risks associated with investments, and the necessity of having a solid retirement plan. The conversation also delves into tax strategies that can help retirees avoid the 'tax trap' and ensure a sustainable income during retirement.  Best selling author Coach Pete D’Arruda joins the show and Hackmann Wealth Senior Vice-President Clare Hare offers a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode of the Wall Street Sweeper, host Russ Hackmann discusses the current state of interest rates and markets, providing insights into retirement planning amidst volatility. He emphasizes the importance of understanding tax implications for retirement savings and shares case studies illustrating effective tax strategies. The conversation also explores the role of AI in finance, highlighting its potential impact on investment strategies and market dynamics. America’s Wealth Coach Pete D’Arruda joins to interview Russ about his book and Hackmann Wealth Senior Vice-President Jack Young offers a case study.  Finally, Russ addresses the opportunities and risks that lie ahead for investors, encouraging listeners to seek professional advice for their financial planning needs.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

In this episode, Russ Hackmann discusses the current market trends, the implications of potential rate cuts, and the importance of understanding market behavior and speculation risks. He emphasizes the role of AI in finance and how it can impact retirement planning. The conversation also includes listener stories that highlight the significance of personalized financial planning and the need to prepare for year-end financial goals.  America’s Wealth, Income, and Retirement Coach Pete D’Arruda joins the conversation and Hackmann Wealth Senior Vice-President Clare Hare talks about Qualified Charitable Distributions.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.