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
How Medicare and Taxes Impact Your Retirement
The Hidden Costs in Your Investment Portfolio
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
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IRMAA-Strategies For Your Medicare Premiums
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.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
Hidden Risks and Long-Term Strategies
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: 703-997-5500
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
Retirement Contingency Planning
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 about building retirement compromise with a couple.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
AI's Impact on Your Financial Future
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.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
The State of the Economy: Looking Ahead
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
See omnystudio.com/listener for privacy information.
Laddering Income
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
See omnystudio.com/listener for privacy information.
Market Top Prediction
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 Wealth Partners at:
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.