Russ Hackmann discusses essential financial strategies as 2025 comes to a close. He emphasizes the importance of making strategic moves before the year ends, including tax planning, avoiding common retirement mistakes, and preparing for the upcoming year. The conversation also covers market updates, economic outlooks, and real-life listener stories that highlight the significance of having a solid financial plan. Hackman stresses the need for proactive management of investments and the importance of seeking professional advice to navigate the complexities of retirement planning.  Hackmann Wealth Senior Vice-President Clare Hare also joins with a case study.

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