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