The conversation covers various topics related to retirement planning, market volatility, and investment advice. Russ discusses the importance of asset allocation and the potential risks of bond investments. He also addresses common mistakes in retirement planning and provides insights on finding the right financial advisor. The conversation emphasizes the need for a comprehensive financial plan that considers factors such as inflation, taxes, and long-term care. Hackmann Wealth Vice-President Jack Young also offers a case study.
You can reach Russ at 617-674-2000.