In this episode, Russ Hackman discusses the current state of the markets, focusing on the volatility caused by the AI scare trade and the performance of various sectors. He emphasizes the importance of risk management and holding onto gains, especially for retirement planning. The conversation also covers the impact of technology on market performance, the significance of estate planning, and strategies for generating better returns on cash. Additionally, Hackman highlights the benefits of living in states with no income tax and the need for comprehensive financial planning in light of increasing longevity. Hackmann Wealth Senior Vice-President Jack Young also joins the podcast with a case study.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ discusses various aspects of financial planning, including the current market trends, the impact of a new Fed chair, and the importance of having a solid retirement plan. He emphasizes the disconnect between retirement math and reality, the significance of tax planning, and the benefits of principal protected growth investments. The discussion also touches on personal anecdotes and the challenges of balancing work and personal life. Hackmann Wealth Senior Vice-President Jack Young joins the podcast and America’s Wealth Coach Pete D’Arruda joins for a segment.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses various financial topics including market trends, the challenges facing the tech sector, the risks associated with private credit investments, and the importance of behavioral finance in investment decisions. He also addresses the rising costs of healthcare and the implications of tax planning for retirees. The conversation emphasizes the need for a comprehensive financial strategy that accounts for market volatility, emotional investing, and unexpected expenses. America’s Wealth Coach Pete D’Arruda joins the podcast and Hackmann Wealth Senior Vice-President Jack Young offers a case study.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses various financial topics including market trends, the challenges facing the tech sector, the risks associated with private credit investments, and the importance of behavioral finance in investment decisions. He also addresses the rising costs of healthcare and the implications of tax planning for retirees. The conversation emphasizes the need for a comprehensive financial strategy that accounts for market volatility, emotional investing, and unexpected expenses. America’s Wealth Coach Pete D’Arruda joins the podcast and Hackmann Wealth Senior Vice-President Jack Young offers a case study.

Reach Hackmann Wealth at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackman discusses the current market turbulence, focusing on the geopolitical factors affecting the markets, particularly the performance of the Magnificent Seven stocks. He emphasizes the importance of financial planning, especially in light of potential risks associated with single stock concentration and the need for couples to be involved in their financial decisions. The conversation also covers Roth strategies for 2026 and the significance of addressing retirement risks. Hackmann encourages listeners to seek a second opinion on their financial plans to ensure they are well-prepared for future market fluctuations. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. The podcast also features special guest America's Wealth Coach Pete D'Arruda.

Reach Hackmann Wealth Partners at:

617-674-2000

703-997-5500

860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the impact of geopolitical events, inflation trends, and essential estate planning strategies. He emphasizes the importance of being a smarter investor in light of recent economic predictions and offers insights into gifting strategies and the benefits of Roth accounts. Hackmann Wealth Senior Vice-President Jack Young joins with a case study he calls the million dollar blind spot. The episode concludes with a focus on the mission of Hackman Wealth Partners to serve clients as trusted financial partners.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ Hackmann discusses the recent underperformance of the Magnificent Seven stocks compared to the broader market, the implications of fluctuating oil prices, and strategies for achieving tax-free income in retirement. He emphasizes the importance of having a comprehensive retirement plan that addresses potential risks and the difference between merely having a portfolio and a well-structured financial plan. Additionally, he shares insights on the joy of doing nothing in retirement and the significance of maintaining friendships as one ages. Looking ahead, he provides a market outlook for 2026, highlighting the need for careful planning in an ever-changing economic landscape. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at:

617-674-2000: Boston

703-997-5500: DMN

860-321-6800: Hartford

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ discusses the current state of the market, investment strategies for 2026, and the implications of Vanguard's recent shift in investment recommendations. He emphasizes the importance of understanding life insurance, the risks associated with private credit, and the need for crisis-proofing retirement strategies. The conversation also highlights the significance of preparing for unexpected events and the ongoing risks of inflation. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackman Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.