In this episode of the Wall Street Sweeper, Russ Hackmann discusses the current market conditions, the impact of lower interest rates, and strategies for retirement planning. He emphasizes the importance of understanding Social Security benefits, the realities of inflation, and the necessity of having a comprehensive financial plan. Additionally, he debunks common retirement myths and highlights common issues in listener portfolios, providing insights on how to navigate the complexities of financial planning in today's economic landscape. Hackmann Wealth Senior Vice-President Clare Hare offers a case study on a 529 with money left over.
Reach Hackmann Wealth Partners at 617-674-2000.