The conversation covers various topics including market updates on inflation and the bond market, tech stocks and Bitcoin. Russ also covers proposed legislation on Social Security. In this conversation, Russ Hackmann, president of Hackman Wealth Partners, answers questions about retirement planning, Social Security, retirement minimum distributions (RMDs), Roth conversions, annuities, and the importance of communication with financial advisors. He also discusses common financial issues and themes and provides an annual financial checklist. Hackmann Wealth Partners Vice-President Jack Young joins the podcast with another case study.
You can reach Russ and the team by calling 617-674-2000.