Russ talks about the extreme outperformance of the NASDAQ and the potential risks associated with it. He emphasizes the importance of holding on to gains and being cautious of red flags in financial advisors. Russ also discusses the importance of tax planning and the need for a comprehensive retirement plan that covers the big six retirement risks. Russ and Hackmann Wealth Partners Vice-President Jack Young share case studies.
Reach Hackmann Wealth Partners at 617-674-2000.