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 WRKO and WBZ listeners 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, Saturdays at 10:30AM and Sundays at 9AM on WRKO-AM 680 and 10AM on Sundays on WBZ NewsRadio. You can also connect anytime at www.hackmannwealth.com.

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(203) 698-5561

Taxes In Retirement

Russ Counters Bad Financial Advice

The conversation covers various topics related to retirement planning, market volatility, and investment advice. Russ discusses the importance of asset allocation and the potential risks of bond investments. He also addresses common mistakes in retirement planning and provides insights on finding the right financial advisor. The conversation emphasizes the need for a comprehensive financial plan that considers factors such as inflation, taxes, and long-term care.  Hackmann Wealth Vice-President Jack Young also offers a case study.

You can reach Russ at 617-674-2000.

Hackmann Wealth Partners

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Your Retirement Checklist

Russ goes over some items will all need to be able to check off our list as we approach retirement.  They include having a written plan and inside of that having a spending plan, and knowing what your income sources will be.  Russ and Hackmann Wealth Senior Vice-President Clare Hare share case studies. 

You can reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Your Retirement Playbook

As football season winds down, Russ compares winning football strategies to winning financial and retirement strategies.  This includes good offensive and defensive moves to consider when you’re in that financial red zone which is five to ten years away from retirement.  Russ also gives his financial take on famous quotes from football legends.  Vice-President Jack Young shares a case study and Russ talks about that human connection between clients and the team at Hackmann Wealth Partners.

You can reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Traditional Retirement vs Modern Retirement

Russ offers comparisons between traditional and modern retirement in areas such as the demise of the private sector pension, longevity, and Social Security strategies.  He also talks about the potential positive aspects of adding principle protected growth alternatives.  Russ and Senior Vice-President Clare Hare also offer case studies.

You can reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

The Un-Bucket List

We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion  with Russ as he talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and now squandering the early “go-go” years.  Russ discusses the jittery start to the markets for 2024 and how we should move forward.  Hackmann Wealth Vice-President also shares a case study.

Contact Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Financial Goals for 2024

Still in the New Year the podcast devotes time to considering financial goals or resolutions, how to approach them, and how to stay on track.  These include everything from paying off debt to increasing your savings and more.

Russ also talks about considering “graduating” to a different kind of financial advisor and especially if you’re near retirement.  He also stresses the need to consider good estate planning.  Hackmann Wealth Senior Vice-President Clare Hare offers a case study.

You can reach Hackmann Wealth Partners by calling 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

The Santa Clause Rally

Russ opens with more conversation on the fourth quarter “Santa Clause” rally.  He also warns of things that could potentially sabotage your retirement.  Hackmann Wealth Senior Vice-President Clare Hare shares a case study.  We go back to 1974 and Russ looks ahead with financial New Year’s resolutions.

You can reach Russ and the team by calling 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Income and Growth in Retirement

Russ talks about the importance of having safe strategies while also keeping in mind the importance of separating income from growth.  He gives us his year-end state of the markets report and looks ahead to 2024 and takes us to four Christmas themed towns on a retirement road trip.

You can reach the Hackmann Wealth team by calling 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.

Holiday Lessons from Hollywood

You’ll hear clips from familiar movies and a sitcom with a holiday theme.  Russ takes these clips and shares retirement and financial lessons we can learn from them.  Russ and Hackmann Wealth Senior Vice-President Clare Hare share case studies as well.  Russ shows how holistic that financial relation can be with the team at Hackmann Wealth Partners.

You can reach Russ Hackmann at 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.