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
Be Prepared for Bull Market Threats
The Retirement Backup Plan
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.com/listener for privacy information.
The Importance of Planning for Long-Term Care
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: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
AI's Impact on Markets and Retirement
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: 703-997-5500
See omnystudio.com/listener for privacy information.
How Medicare and Taxes Impact Your Retirement
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
See omnystudio.com/listener for privacy information.
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
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.
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.