In this episode, Russ Hackman discusses the importance of retirement planning, focusing on the emotional and financial baggage individuals carry into retirement. He highlights the current market trends, the potential tech bubble, and the necessity of consolidating financial accounts for better management. The conversation also touches on the significance of planning for future financial risks and the upcoming year 2026, emphasizing the need for proactive tax planning and risk assessment. America’s Wealth, Income, and Retirement Coach Pete D’Arruda joins with a discussion on volatility and the financial media. Hackmann Wealth Senior Vice-President Clare Hare shares some questions on Social Security she received at a recent women’s financial seminar.
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