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
Smart Charitable Giving Strategies for Retirement
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.
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.
Reach Hackmann Wealth Partners at:
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
Avoid the “Unretirement”
Russ discusses market rebounds, inflation risks, and strategies for retirement planning amid economic uncertainties. Learn how to protect your portfolio, navigate un-retirement, and optimize your financial future. Russ also talks about “unretirement” and developing proper planning to avoid being forced by into the workforce. 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
See omnystudio.com/listener for privacy information.
Reduce Taxes and Build Income For Retirement
In addition to his opening market update, Russ discusses why a Roth account could be a better way to leave money to your family, talks about establishing a “forever income plan”, and addresses retirement related questions and concerns. Hackmann Senior Vice-President Clare Hare 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.
Proactive RMD Strategies
Russ centers on helping listeners protect their IRAs from unnecessary risk, close the gap between retirement income and retirement spending needs, and think more carefully about market volatility, taxes, and long-term financial security. 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
See omnystudio.com/listener for privacy information.