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
See omnystudio.com/listener for privacy information.
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