The Wall Street Sweeper with Russell Hackmann

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/l...

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.c...

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...

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 Hackman...

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.

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 Hackman...

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...

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 Partn...

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 ha...

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 join...

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 See omnystudio...

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-Presid...

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 Part...

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...

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...

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 Partners See omnyst...

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...

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. Bosto...

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:&nbsp...

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...

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 a...

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....

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...

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 Partners See o...

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 Wealt...