The conversation starts with a discussion on interest rates and market surprises followed by the risk of an unpleasant surprise in the markets. The importance of risk management and the art of keeping money are also highlighted. Movie references to Wall Street and The Wolf of Wall Street are made, emphasizing the cautionary tales they portray. Russ then delves into taxes in retirement and the benefits of Roth accounts. The segment concludes with a discussion on contributing to Roth accounts. In this conversation, Russ discusses the benefits of Roth accounts and provides insights into contributing to and converting to Roth accounts. He also emphasizes the importance of tax reduction planning and offers a cautionary note on the market. Additionally, he shares strategies for managing financial worries and highlights the significance of long-term financial planning. Finally, he discusses investing safe money and the importance of having a turn off the TV plan.

You can reach Russ by calling 617-674-2000.

Hackmann Wealth Partners

The conversation starts with a discussion on interest rates and market surprises followed by the risk of an unpleasant surprise in the markets. The importance of risk management and the art of keeping money are also highlighted. Movie references to Wall Street and The Wolf of Wall Street are made, emphasizing the cautionary tales they portray. Russ then delves into taxes in retirement and the benefits of Roth accounts. The segment concludes with a discussion on contributing to Roth accounts. In this conversation, Russ discusses the benefits of Roth accounts and provides insights into contributing to and converting to Roth accounts. He also emphasizes the importance of tax reduction planning and offers a cautionary note on the market. Additionally, he shares strategies for managing financial worries and highlights the significance of long-term financial planning. Finally, he discusses investing safe money and the importance of having a turn off the TV plan.
You can reach Russ by calling 617-674-2000.
<a href="https://hackmannwealth.com">Hackmann Wealth Partners</a>

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.

Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.

For more information, visit https://hackmannwealth.com/ or call (617) 299-7676.

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit <a href="https://hackmannwealth.com/">https://hackmannwealth.com/</a> or call (617) 299-7676.

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