In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, highlighting the significant volatility and the impact of tariffs and economic policies. He emphasizes the importance of protecting past gains and offers insights into investment strategies, including the roles of gold and cryptocurrency in a portfolio. The conversation also touches on the challenges posed by uncertainty in the market and the need for careful financial planning, especially for those nearing retirement. Russ also discusses the importance of estate planning, the strategies for wealth transfer, and the necessity of having a solid financial plan as one approaches retirement. He emphasizes the staggering amount of wealth expected to transfer between generations by 2030 and the common pitfalls individuals face in estate planning. Hackmann Wealth Senior Vice-President Jack Young joins with a case study.
Reach Hackmann Wealth Partners at 617-674-2000.
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