market risk

Russ opens and closes the podcast with a breakdown of the fall volatility we continue to experience and a look ahead.  He then looks at common fears shared by retirees and soon to be retirees.  Inflation, Social Security, market volatility, and the cost of health care are among the fears discussed.  Russ and Hackmann Wealth Vice-President Jack Young share a case study.  Our special features focus on a financial failure story involving Nicolas Cage and the year 1988.

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

Hackmann Wealth Partners

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Russ opens the podcast with a continued discussion on the fall volatility in the markets.  He also offers information on the different scam operations out there and tips to avoid them.  He dissects survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.  Hackmann Wealth Senior Vice-President Clare Hare gives a case study.  Our two vignettes feature the year 1950 and some examples that show just how much a trillion really is.

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

Hackmann Wealth Partners

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We highlight a study that puts investors with perfect market timing against those with other simple strategies. You’ll be surprised at the results.

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We all assume things but some assumptions could be dangerous when approaching retirement.  Russ covers some of these.  The list includes assumptions on when you will retire, how long you will live, how much you will spend, and what you will face in taxes.  Russ also discusses a continued volatile fall market and, along with Hackman Vice-President Jack Young, offers a case study.

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

Hackmann Wealth Partners

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Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb.  Russ Hackmann and Clare Hare both share a case study and we go back to the year 1929 in a special feature.

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

Hackmann Wealth Partners

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Charisse Rivers of Zinnia Wealth Management has a discussion with Dr. Roger Ibbotson and Dr. William Goetzmann from the Yale School of Management on what is working and not working for retirees and pre-retirees in this high inflationary economy. 

Dr. Robert Ibbotson is the Professor in the Practice Emeritus of Finance at Yale School of Management and chairman of Zebra Capital Management, LLC.

Dr. William Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies as well as the Faculty Director of the International Center for Finance at Yale School of Management.

💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

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Russ cuts through misinformation in financial and retirement planning by declaring whether retirement statements are fact, fiction, or somewhere in between.  Do you need one million to retire?  Are diversification and asset allocation the same thing?  Can you live comfortably in retirement on 70 to 85 percent of your current income level?  Russ answers these questions.  Hackmann Wealth Partners Vice-President Jack Young joins the conversation with a case study.  Our special features focus on a twist on pizza delivery and a look back at the year 1960.

You can reach Russ Hackmann and the team at 617-674-2000.

Hackmann Wealth Partners

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Russ opens with his market update in talking about the volatility of fall.  He also discusses some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission.  He looks at some things that are making retirees fearful that they may run out of money in retirement and offers solutions.  Hackmann Wealth Senior Vice-President also joins the podcast with another case study.

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

Hackmann Wealth Partners

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Russ opens with his weekly market update.  He dissects some statistics and survey showing Americans are taking longevity risk seriously but still many are dipping into their retirement funds early.  Senior Vice-President Clare Hare joins with a case study and a celebrity success story on Colonel Sanders is featured.  

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

Hackmann Wealth Partners

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Russ takes extreme cases of celebrity financial mistakes and shows how we can learn from them.  He also shares a case study of a couple who came to him with the typical 60/40 strategy and the solutions he suggested.  Hackmann Senior Vice-President Clare Hare joins the discussion as well.

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

Hackmann Wealth Partners

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At the opening of football season, Russ discusses good offensive and defensive strategies to consider in retirement planning.  He talks about going on the offense with income built in, building wealth, diversifying, and creating a budget.  Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies.  Russ also teases his book that should be published in a year.  We feature a produced financial failure story and Clare Hare joins in with a case study.

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

Hackmann Wealth Partners

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2024 marks an historic demographic event with the largest number of Americans ever reaching the age of 65.  If you’re approaching retirement, what strategies should you consider implementing now? Russ covers that in this podcast.  Russ and Senior Vice-President Clare Hare both share case studies.

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

Hackmann Wealth Partners

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Russ opens with his market update with reaction to the latest Fed interest rate hike and how some strategists are concerned about a downturn in the markets.  He also demonstrates how his portfolio x-ray is the starting point in tackling the three layers of fees that may be dragging it down.  Senior Vice-President Clare Hare joins with another case study.

You can reach Russ Hackmann and Clare Hare at 617-674-2000.

Hackmann Wealth Partners

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Russ takes the hot seat in answering retirement questions to see if he can win all the “show money.”  Questions range from FRA for Social Security to Roth strategies and from contribution limits to tax considerations.  Russ also offered his weekly market update cautioning to be vigilant about risk with the possibility still of a recession.  Hackmann Wealth Partners’ Senior Vice-President Clare Hare joins with another case study.

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

Hackmann Wealth Partners

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It’s amazing how you can tie iconic TV sitcom scenes to retirement planning.  Russ does just that with Kramer giving himself a gold watch and pointing out that retirement falls more on us now.  Fred Sanford gets a lesson on how Social Security benefits are calculated and Archie Bunker schools us on inflation.  Russ and Senior Vice-President Clare Hare both share case studies on the podcast.

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

Hackmann Wealth Partners

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How should falling inflation influence your retirement planning process.  Russ covers that and stresses the need to insulate your portfolio.  Senior Vice-President of Hackmann Wealth Partners Clare Hare shares a couple of case studies and Russ offers the reminder that with the changing economic client, now is a good time to get a second opinion.

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

Hackmann Wealth Partners

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Russ opens with his market update focusing on fragility in the markets and the Fed still talking about possible rate hikes.  He then talks about the troubling trend of some retirees feeling like they may have to re-enter the workforce and offers solutions.  We meet Senior Vice-President of Hackmann Wealth Partners Clare Hare.  She and Russ both offer case studies in showing how red flags can be detected and remedied with solutions starting on our first visit.

You can contact Russ and Clare by calling 617-674-2000.

Hackmann Wealth Partners

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Russ opens with his market update focusing on the seven tech stocks and their larger role in propping up the markets.  He talks about taking advantage of the current market upswing to help upgrade your retirement plan.  With two case studies Russ shows how he can help identify unnecessary fees in your portfolio and help cut them.

You can reach Russ Hackmann by calling 617-674-2000.

Hackmann Wealth Partners

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Russ continues to stress the need for a portfolio overhaul in this new financial world.  He discusses strategies that should be reconsidered given the changes and talks about taking the panic out of retirement and moving into safer strategies.

You can reach Russ Hackmann by calling 617-674-2000.

Hackmann Wealth Partners

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It’s back to financial college with Russ Hackmann as our professor going over the soup to nuts of a good portfolio and a good financial plan.  Russ discusses the biggest lurking problems he sees in the financial universe and how to combat them.  He also talks about what strategies to implement in starting from scratch and creating a good plan.

You can reach Russ Hackmann by calling 617-674-2000.

Hackmann Wealth Partners

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