Chartered Financial Analyst, Russell Hackmann is the “The Wall Street Sweeper.” Russ, a Magna Cum Laude graduate of Georgetown University with an MBA...Full Bio
Prepare for the Year Ahead
Navigating the AI Bubble: Lessons from the Dot-Com Era
In this conversation, Russ Hackmann discusses the current state of the stock market, drawing parallels between the AI bubble and the dot-com bubble of the late 1990s. He emphasizes the importance of understanding AI's implications for financial planning and the potential risks and opportunities it presents. The discussion also covers market predictions for 2026, inflation concerns, and the evolving role of technology in investment strategies. 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
Hartford: 860-321-6800
See omnystudio.com/listener for privacy information.
Conquering Retirement Concerns
Russ Hackmann discusses the various financial concerns retirees face, including market trends, common mistakes in retirement planning, the importance of budgeting, tax planning, and the implications of lifestyle creep. He also delves into the pros and cons of annuities, common traps to avoid, and the significance of social security and RMD timing. Looking ahead to 2026, Russ emphasizes the need for a solid financial plan to navigate the evolving economic landscape. Hackmann Wealth Senior Vice-President joins with a case study.
Reach Hackmann Wealth Partners at:
Boston: 617-674-2000
DMV: 703-997-5500
Hartford: 860-321-6800
See omnystudio.com/listener for privacy information.
Bonds and AI
In this episode of The Wall Street Sweeper, Russ Hackmann discusses essential investment strategies for retirement, focusing on the importance of continuing to invest even after retiring. He provides insights into market updates, risk tolerance, and the significance of withdrawal strategies. The conversation also highlights the evolving role of bonds in investment portfolios, especially in the context of AI's impact on the market. Listeners are encouraged to freshen up their financial plans and consider year-end strategies to optimize their investments and tax situations. The podcast also features another appearance by Coach Pete D’Arruda, America’s Wealth Coach and a case study from Hackmann Wealth Senior Vice-President Clare Hare.
Reach Hackmann Wealth Partners:
Boston: 617-674-2000
DMV: 703-997-5500
Hartford: 860-321-6800
See omnystudio.com/listener for privacy information.
Be Financially Prepared
In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the impact of inflation, and the importance of having a solid financial plan. He emphasizes the need for investors to be aware of market volatility and to consider new investment classes that offer downside protection. The conversation also highlights the significance of client relationships and the emotional aspects of financial planning, particularly in light of recent economic challenges. The podcast also features another appearance by best-selling author Coach Pete D’Arruda and a case study from Hackmann Wealth Senior Vice-President Jack Young.
Reach Hackmann Wealth Partners:
Boston: 617-674-2000
DMV: 703-997-5500
Hartford: 860-321-6800
See omnystudio.com/listener for privacy information.
Analyzing Economic Concerns
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
See omnystudio.com/listener for privacy information.
Navigating Retirement Risks
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
See omnystudio.com/listener for privacy information.
Navigating the AI Surge in the Market
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.
See omnystudio.com/listener for privacy information.
Understanding Fraud and Identity Theft
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.
See omnystudio.com/listener for privacy information.
Tax Changes for 2026
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.
See omnystudio.com/listener for privacy information.