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The Wall Street Sweeper with Russell Hackmann
The Wall Street Sweeper with Russell Hackmann episodes
- Inheritance Decisions, Family Conversations and Retirement Risk
Russell Hackmann and Dave Perkins discuss family financial transparency and the choices that can arise when siblings inherit property together. They connect those conversations to a retirement checklist covering investment exposure, income, taxes and estate planning.
Call 617-674-2000 to ask about a no-cost, no-obligation review. The Wall Street Sweeper with Russell Hackmann.
See omnystudio.com/listener for privacy information.
51 min - AI Market Risk, IRA Withdrawals and Retirement Scam Warnings
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.
51 min - Prepare for Possible Financial Shocks
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 Partners
See omnystudio.com/listener for privacy information.
47 min - Financial Shock Absorbers
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 Partners
See omnystudio.com/listener for privacy information.
47 min - The Effects of Rising Interest Rates
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 Partners
See omnystudio.com/listener for privacy information.
47 min - Beneficiary Form Maintenance
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.
47 min - Smart Charitable Giving Strategies for Retirement
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 Partners
See omnystudio.com/listener for privacy information.
47 min - Identify Financial Red Flags
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 Partners
See omnystudio.com/listener for privacy information.
47 min - Interest Rate Uncertainty
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 Partners
See omnystudio.com/listener for privacy information.
47 min - Are You Properly Diversified?
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 Partners
See omnystudio.com/listener for privacy information.
47 min
About The Wall Street Sweeper with Russell Hackmann
From the publisher's feed
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.