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
Identify Financial Red Flags
Interest Rate Uncertainty
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 have about dealing with inflation.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
Are You Properly Diversified?
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 joins with a case study.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
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.
Be Prepared for Bull Market Threats
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-President Clare Hare joins with a discussion on dividend strategies.
Boston: 617-674-2000
DMV: 703-997-5500
See omnystudio.com/listener for privacy information.
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.