Russ opens with his take on JP Morgan Chase CEO Jamie Dimon’s comments on the market.  He discusses mistakes that even the wealthiest investors make.  They include not focusing on tax planning and not having a real plan.  In sharing stories of clients and their challenges, Russ shared how he helped a couple repair their portfolio for safety and long-term growth and how he helped a couple reach their target retirement date which was two years away.  Russ wrapped up the podcast looking at tax opportunities in 2023.

You can reach Russ Hackmann by calling 617-299-7676.

Hackmann Wealth Partners