Russ opens with his update on the current state of financial markets, the impact of the upcoming elections, and strategies for investors to maximize gains while preparing for volatility. He emphasizes the importance of portfolio management, particularly in light of rising interest rates and inflation. The discussion also touches on the role of AI in financial planning and the evolving nature of retirement, highlighting new opportunities for learning and engagement in retirement life.  Hackmann Wealth Vice-President Jack Young joins with a case study on uncovering red flags.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners