In this episode of The Wall Street Sweeper, Russ Hackman discusses the current market turbulence, focusing on the geopolitical factors affecting the markets, particularly the performance of the Magnificent Seven stocks. He emphasizes the importance of financial planning, especially in light of potential risks associated with single stock concentration and the need for couples to be involved in their financial decisions. The conversation also covers Roth strategies for 2026 and the significance of addressing retirement risks. Hackmann encourages listeners to seek a second opinion on their financial plans to ensure they are well-prepared for future market fluctuations. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study. The podcast also features special guest America's Wealth Coach Pete D'Arruda.

Reach Hackmann Wealth Partners at:

617-674-2000

703-997-5500

860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the impact of geopolitical events, inflation trends, and essential estate planning strategies. He emphasizes the importance of being a smarter investor in light of recent economic predictions and offers insights into gifting strategies and the benefits of Roth accounts. Hackmann Wealth Senior Vice-President Jack Young joins with a case study he calls the million dollar blind spot. The episode concludes with a focus on the mission of Hackman Wealth Partners to serve clients as trusted financial partners.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ Hackmann discusses the recent underperformance of the Magnificent Seven stocks compared to the broader market, the implications of fluctuating oil prices, and strategies for achieving tax-free income in retirement. He emphasizes the importance of having a comprehensive retirement plan that addresses potential risks and the difference between merely having a portfolio and a well-structured financial plan. Additionally, he shares insights on the joy of doing nothing in retirement and the significance of maintaining friendships as one ages. Looking ahead, he provides a market outlook for 2026, highlighting the need for careful planning in an ever-changing economic landscape. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at:

617-674-2000: Boston

703-997-5500: DMN

860-321-6800: Hartford

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ discusses the current state of the market, investment strategies for 2026, and the implications of Vanguard's recent shift in investment recommendations. He emphasizes the importance of understanding life insurance, the risks associated with private credit, and the need for crisis-proofing retirement strategies. The conversation also highlights the significance of preparing for unexpected events and the ongoing risks of inflation. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackman Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the importance of having a solid retirement plan, and the potential impacts of the upcoming midterm elections on economic trends. He emphasizes the need for a written plan to navigate the big six retirement risks, including market volatility, inflation, and longevity. The conversation also touches on strategies for successful retirement planning and the role of financial advisors in helping individuals secure their financial futures. Hackmann Wealth Senior Vice-President Jack Young joins with a case study.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this conversation, Russ Hackmann discusses the current state of the stock market, drawing parallels between the AI bubble and the dot-com bubble of the late 1990s. He emphasizes the importance of understanding AI's implications for financial planning and the potential risks and opportunities it presents. The discussion also covers market predictions for 2026, inflation concerns, and the evolving role of technology in investment strategies. Hackmann Wealth Senior Vice-President Jack Young joins with a case study.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Russ Hackmann discusses the various financial concerns retirees face, including market trends, common mistakes in retirement planning, the importance of budgeting, tax planning, and the implications of lifestyle creep. He also delves into the pros and cons of annuities, common traps to avoid, and the significance of social security and RMD timing. Looking ahead to 2026, Russ emphasizes the need for a solid financial plan to navigate the evolving economic landscape. Hackmann Wealth Senior Vice-President joins with a case study.

Reach Hackmann Wealth Partners at:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

In this episode of The Wall Street Sweeper, Russ Hackmann discusses essential investment strategies for retirement, focusing on the importance of continuing to invest even after retiring. He provides insights into market updates, risk tolerance, and the significance of withdrawal strategies. The conversation also highlights the evolving role of bonds in investment portfolios, especially in the context of AI's impact on the market. Listeners are encouraged to freshen up their financial plans and consider year-end strategies to optimize their investments and tax situations. The podcast also features another appearance by Coach Pete D’Arruda, America’s Wealth Coach and a case study from Hackmann Wealth Senior Vice-President Clare Hare.

Reach Hackmann Wealth Partners:

Boston: 617-674-2000

DMV: 703-997-5500

Hartford: 860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.