Chartered Financial Analyst, Russell Hackmann is the “The Wall Street Sweeper.” Russ, a Magna Cum Laude graduate of Georgetown University with an MBA in Finance from the University of Chicago, has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as an executive at several major Wall Street firms. Now, he’s sharing his wealth of knowledge with you to help you find ways to cut through the clutter of Wall Street and get a clearer path towards your retirement and financial future. Learn how to lower risk, minimize taxes, and maximize retirement income by listening to The Wall Street Sweeper, which can be heard in Boston and New York.


Sunday 9:00 am 710 WOR, The Voice of New York

Saturday 10:30 am & Sunday 9:00 am 680 WRKO, The Voice of Boston

Sunday 10:00 am WBZ NewsRadio


You can also connect anytime at hackmannwealth.com

Call

(203) 698-5561

Financial Look Back and Look Ahead

Strategic Tax Management

In this episode of The Wall Street Sweeper, Russ Hackman discusses the ongoing market trends following the November rally, the potential impact of tariffs on the economy, and the significance of the Santa Claus rally. He also delves into tax policy implications under the incoming administration, the future of corporate tax rates, and the persistent threat of inflation. The conversation emphasizes the importance of strategic tax management for retirement planning and encourages listeners to seek professional advice for their financial portfolios.  Hackmann Wealth Partners Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

Uncovering Portfolio Weaknesses

Russ continues his look at the current state of the markets in light of the future Trump administration policies, the importance of Roth conversions for retirement planning, and the challenges of financial planning in the context of increasing longevity. He emphasizes the need for a comprehensive financial plan that includes tax strategies to ensure financial security in retirement. Russ also uses case studies to show how he and the team at Hackmann Wealth Partners uncover red flags and portfolio weaknesses for those who first meet with them.  Hackmann Wealth Vice-President Jack Young also joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

The Rally Continues

Russ Hackmann discusses the recent surge in market performance following the election, analyzing the implications of political changes on investment strategies. He emphasizes the importance of managing gains and explores the contrasting roles of traditional investments like gold and modern assets like cryptocurrency. The discussion also touches on global market reactions and the potential for economic shifts as new policies are implemented.  Russ also introduces new investment products focused on principal protection and shares his outlook on the market, including the possibility of a Santa Claus rally.  Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.

Post-Election Reaction

Russ discusses the implications of the recent election results on the financial markets, economic sectors, and geopolitical landscape. He highlights the strong market reactions post-election, the performance of various sectors, and the potential changes in tax policies. The conversation also delves into the impact on local economies and investment strategies in light of the changing political climate.  Hackmann Wealth Senior Vice-President Clare Hare also joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

See omnystudio.com/listener for privacy information.

The Election and Technology

Russ Hackmann discusses the current market trends leading up to the election, the implications of government spending and tax policies, the impact of AI on investing, and the importance of understanding portfolio performance. With insights on how the markets are reacting to political sentiments and the necessity of strategic financial planning, Hackman emphasizes the need for investors to be proactive in managing their portfolios, especially in light of potential tax changes and the evolving technological landscape.  Hackmann Wealth Vice-President Jack Young joins with a case study where he describes strategies utilized to build in the monthly income a retiring couple knew they would need.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Looking for Retirement Opportunities

Russ opens with his update on the current state of financial markets, the impact of the upcoming elections, and strategies for investors to maximize gains while preparing for volatility. He emphasizes the importance of portfolio management, particularly in light of rising interest rates and inflation. The discussion also touches on the role of AI in financial planning and the evolving nature of retirement, highlighting new opportunities for learning and engagement in retirement life.  Hackmann Wealth Vice-President Jack Young joins with a case study on uncovering red flags.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Remove the Scary from Finance

In this episode of the Wall Street Sweeper, Russ Hackmann discusses the current state of financial markets, the importance of effective portfolio management, and the common financial mistakes individuals make. He also compares mistakes made in classic horror movies to mistakes to avoid in your financial life.  He emphasizes the need for a solid financial plan, especially in volatile markets, and explores the benefits of Roth strategies for tax planning.  In this conversation, Russell Hackmann discusses various financial strategies, particularly focusing on Roth accounts and the importance of customized financial planning. He emphasizes the need for tax optimization and the identification of red flags when choosing financial advisors. The discussion also covers the current market conditions and the potential for volatility, urging listeners to prepare and seize opportunities in their financial plans.  Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Is It 1974 Again?

Russ opens with the potential return of inflation and its implications for retirement planning. He draws parallels between the current economic climate and historical events, particularly the inflationary period of the 1970s. The discussion emphasizes the importance of understanding inflation risks, the impact of government borrowing, and the necessity of reviewing investment portfolios. Additionally, Hackmann highlights the traits of a good financial partner, stressing the need for future-oriented strategies and effective communication.  Hackmann Wealth Vice-President Jack Young offers a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

What Lowering the Interest Rate Could Mean

In this episode of the Wall Street Sweeper, Russ Hackmann discusses the current market conditions, the impact of lower interest rates, and strategies for retirement planning. He emphasizes the importance of understanding Social Security benefits, the realities of inflation, and the necessity of having a comprehensive financial plan. Additionally, he debunks common retirement myths and highlights common issues in listener portfolios, providing insights on how to navigate the complexities of financial planning in today's economic landscape.  Hackmann Wealth Senior Vice-President Clare Hare offers a case study on a 529 with money left over.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.