Russ discusses various topics related to finance and retirement. He touches on the benefits of having a financial advisor versus doing it yourself, the current state of the markets, and the integration of AI into iPhones. Russ also covers retirement rule changes, such as the increase in the age for required minimum distributions (RMDs). He explains the risks associated with market volatility, outliving one's money, taxes, inflation, underperformance and fees, and long-term care expenses. Russ shares a case study of a couple who had a portfolio but no plan, and how he helped them mitigate risk and achieve growth through principal protected growth strategies. Hackmann Wealth Senior Vice-President Clare Hare also joins in with a case study.
Reach Hackmann Wealth Partners at 617-674-2000.
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