Russ talks about the extreme outperformance of the NASDAQ and the potential risks associated with it. He emphasizes the importance of holding on to gains and being cautious of red flags in financial advisors.  Russ also discusses the importance of tax planning and the need for a comprehensive retirement plan that covers the big six retirement risks.  Russ and Hackmann Wealth Partners Vice-President Jack Young share case studies.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ discusses various topics related to finance and retirement. He touches on the benefits of having a financial advisor versus doing it yourself, the current state of the markets, and the integration of AI into iPhones. Russ also covers retirement rule changes, such as the increase in the age for required minimum distributions (RMDs).  He explains the risks associated with market volatility, outliving one's money, taxes, inflation, underperformance and fees, and long-term care expenses. Russ shares a case study of a couple who had a portfolio but no plan, and how he helped them mitigate risk and achieve growth through principal protected growth strategies. Hackmann Wealth Senior Vice-President Clare Hare also joins in with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ Hackmann covers various topics related to finance, investing, market trends, and the behavior of successful investors. He also delves into the impact of technology stocks, the November election, and the inverted yield curve on the economy. The discussion provides insights into the habits of millionaires and the relationship between politics and the stock market. Russ covers a range of topics including financial planning, market insights, asset allocation, and retirement strategies.  Hackmann Vice-President Jack Young joins the podcast with a case study about a young couple still in the accumulation phase of their lives and financial strategies he suggested.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ Hackman covers topics such as inflation, market trends, financial planning, and investment strategies. The conversation delves into the impact of inflation on the average American, the wobbling market, the importance of low-cost mutual funds, and the benefits of rolling over TSP to an IRA. Listeners are encouraged to seek a second opinion on their financial plans and consider alternative investment strategies. The conversation covers a range of financial topics, including New Year's resolutions, investment strategies, financial advisor benefits, market seasonality, and the impact of AI on the market.  Senior Vice-President Clare Hare also joins with information on estate planning.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ provides a market update with some cautious optimism with the advice to always be prepared for the financial Cat 5 storm.  Russ advises against investing in municipal bonds due to the risks associated with lending to government entities. Russ also emphasizes the significance of planning for retirement and ensuring that you have enough money to sustain your lifestyle. He recommends considering Roth conversions before required minimum distributions (RMDs) kick in. Lastly, Russ discusses the impact of inflation and the potential benefits of investing in equities.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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The Wall Street Sweeper podcast covers various financial topics, including social security, retirement strategies, and the impact of AI on the economy. The host, Russ Hackmann, discusses the bullish outlook for the stock market in the long term, but also emphasizes the need for risk management and principal protected growth. The conversation also touches on the role of government policies and the Federal Reserve in the economy, as well as the importance of innovation and getting out of the way of the private sector. The episode concludes with a discussion on treasury yields and the potential impact on the stock market.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ discusses various topics related to the financial market and retirement planning. He starts by talking about the volatility of the market and the influences that are pushing it around. He also touches on the concept of finding landmines in your financial plan and the importance of getting a second opinion. The conversation then shifts to the impact of artificial intelligence (AI) on the labor market and the economy.  Hackmann Wealth Partners Vice-President Clare Hare also joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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The main theme of the podcast is to keep in mind that today’s financial front looks different in many ways than that of the past.  Russ offers a reminder to make sure your strategies fit the current conditions of today.  He also discusses retirement regrets to avoid and revisits the big six retirement risks.  He and Hackmann Wealth Partners Vice-President Jack Young cover case studies.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

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Russ covers various topics including taxes, interest rates, national debt, inflation, and the economy.  He talks about the potential risks of a national debt crisis, high inflation, and rising interest rates. Russ also mentions the positive impact of AI on productivity and corporate profits. The conversation emphasizes the importance of asset allocation, risk management, and principal-protected growth instruments in financial planning.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.