The Wall Street Sweeper with Russell Hackmann
The Wall Street Sweeper with Russell Hackmann
Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are f…Social links:
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Not Your Parents’ Retirement
Russ opens with his weekly Wall Street update and a read on the markets so far for 2023 and how the tone has been more upbeat but the markets are still being very cautious. He does a comparison between retirement of today and that of our parents and grandparents. Some of the differences he discus…
47:19
Secure Act 2.0
Russ opens with his weekly Wall Street update and a read on the markets so far for 2023. He also does a quick review of Secure Act 2.0 which passed over the holidays. He touched on some of the provisions such as raising the required minimum distribution age, more catch-up contribution opportuniti…
47:03
The Big 6 Retirement Risks
Russ opens with a look ahead and his expectations for the markets in 2023. He shares how he has helped clients address the big six retirement risks of market, outliving money, taxes, inflation, excessive fees, and long term care. Russ then covers some additional New Year’s resolutions including h…
48:32
Tax/Income Strategies-Working in Retirement
Russ opens with a look back at market performance in 2022 and a look ahead to 2023. He shared a couple of stories working with clients on helping to greatly reduce their tax impact in retirement and how he implemented strategies to keep a couple on track for their retirement target date, in spite …
47:17
Prepare for the Cat 5 Financial Storm
Russ opens with his weekly update on Wall Street and a bit better tone for the past week possibly due to inflation data. He stresses the need to protect yourself from the Big Six retirement risks which are market risk, outliving money, inflation, investments, taxes, and the possibility of needing …
47:17
Building Income & Safety in Retirement
Russ offers his weekly update on the markets and then moves into how he helped a couple who had good savings but no plan. He showed how he approached their big retirement risks and built-in income, safety in down markets, tax strategies, and a budget that factored inflation. Russ stays on inflati…
47:05
Obstacles Between You and Retirement
Russ offers his weekly Wall Street update while looking at markets, the Fed, the inflation outlook, and taxes. He then talks about action items he can take with you to shore up your portfolio and how he will look for inefficiency and underperformance. He identifies obstacles that can stand in the…
48:56
Spending in Retirement
Russ opens with his weekly update on the markets and then moves into retirement spending habits to consider and some to avoid. Russ also warns against that well-intentioned but possibly bad financial advice you may receive at the Thanksgiving dinner table. He sets the record straight on issues co…
49:57
Mid-Terms and Your Portfolio
How could the mid-term elections affect your portfolio. Russ opens with a discussion on that. He also shares a couple of case studies. One involves a couple in their late sixties and how he shored up their portfolio to help withstand any potential extreme economic downturns. He also demonstrate…
49:36
The Adjustment to Retirement
Russ opens with his weekly review of the week in the markets. He then moves into a discussion about the adjustment period when first entering retirement and discusses some year-end strategies to consider. Russ also gives a couple of case studies of how he set up an income plan for a client in a h…
50:12