Explore " market risk" with insightful episodes like "Inflation Concerns for Retirees", "Lowering Risk, Boosting Cash", "Restore Retirement Confidence", "DeepTech Series Ep # 1: Making Global-Scale Impact Through Deep Tech—with Ian Rountree of Cantos" and "Retirement Confidence" from podcasts like ""The Wall Street Sweeper with Russell Hackmann", "The Wall Street Sweeper with Russell Hackmann", "The Wall Street Sweeper with Russell Hackmann", "The Boost VC Podcast" and "The Wall Street Sweeper with Russell Hackmann"" and more!
Russ talks about reasons some retirees are considering going back to work. Inflation is the main catalyst in this along with rising interest rates. He also discusses the next three years and why they are so critical in tax planning and shares a case study in which he helped a couple establish multiple streams of cash flow in retirement.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
The theme of this podcast is the critical need to lower you risk and build dependable cash flow in your retirement plan. Russ continues with this theme in a case study he shares. He also talks about how “modern families” with second or more marriages could approach financial planning.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ opens with his market update and his take on the debt ceiling showdown and potential default. He notes confidence could be falling to 2008 levels and offers suggestions on restoring confidence in areas such as inflation, volatility, and even Social Security uncertainty. Russ offers suggestions on areas couples need to find common ground in retirement planning and then offers a case study of a couple with red flags in the areas of risk and high fees.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
What inspires a venture firm to focus on deep tech?
Ian Rountree is Founder and General Partner at Cantos, a venture fund that invests in potentially world-changing deep tech startups.
Cantos focuses on hardware and bio investing at the intersection of climate and industrials, life sciences and AI, aerospace and defense, and next-generation computing.
On this episode of Boost VC, Ian joins us to share his definition of deep tech and explain why he underwrites technical risk rather than market risk.
Ian discusses the value of founder empathy, challenging VCs to see the entrepreneur as their customer and LPs as shareholders in the portfolio.
Listen in to understand what drives Ian to make a global-scale impact, backing founders who tackle climate change, disease, armed conflict, poverty and existential risk.
Topics Covered
Ian’s biggest accomplishment before age 20
Ian’s take on who is the customer in venture capital
What inspired Ian to focus on deep tech
How losing his father early informs Ian’s work
The criteria Ian uses to decide if a startup is ‘important’
How Ian defines deep tech
How Ian thinks about growing the Cantos organization
What’s behind Benchmark’s equal partnership structure
Why a deep tech VC doesn’t need to be technical
What differentiates software investing from deep tech
Ian’s diligence criteria
Connect with Ian Rountree
Cantos https://cantos.vc/
Cantos on Twitter https://twitter.com/cantos
Ian on Twitter https://twitter.com/ianrountree
Ian on LinkedIn https://www.linkedin.com/in/ianrountree/
Near Frontier Podcast https://nearfrontier.castos.com/
Resources
Fred Wilson’s Blog ‘The VC’s Customer’ https://avc.com/2005/11/the_vcs_custome/
Fred Wilson’s Blog ‘The VC’s Customer (Continued)’ https://avc.com/2009/07/the-vcs-customer-continued/
Radiant https://www.radiantnuclear.com/
Tim Urban’s TED Talk on Procrastination https://www.ted.com/talks/tim_urban_inside_the_mind_of_a_master_procrastinator/c
Benchmark https://www.benchmark.com/
eBoys: The First Inside Account of Venture Capitalists at Work by Randall E. Stross https://www.amazon.com/eBoys-Inside-Account-Venture-Capitalists/dp/0812930959
Benchmark Part I on the Acquired Podcast https://www.acquired.fm/episodes/benchmark-capital
Benchmark Part II on the Acquired Podcast https://www.acquired.fm/episodes/benchmark-part-ii-the-dinner
Union Square Ventures https://www.usv.com/
Cerebras https://www.cerebras.net/
Eric Vishria on Twitter https://twitter.com/ericvishria
Connect with Boost VC
Boost VC Website https://www.boost.vc/
Boost VC on Facebook https://www.facebook.com/boostvc/
Boost VC on Twitter https://twitter.com/BoostVC
Boost VC on Instagram https://www.instagram.com/boost_vc/
Russ cites results of a 2023 EBRI Employee Benefit Research Institute results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement. He then discusses the advantages to consider when looking at the Roth IRA option. In a case study, Russ breaks down red flags he discovered in a couples’ strategies including high fees and too much risk.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
In his opening market update, Russ discusses the most recent bank faurure, the path of fed policy, and what this all means for you. He shares the assets that he is currently using in clients’ portfolios and shares two case studies. With one couple, he looked over their portfolio of mutual funds and replaced with U.S. based S&P and dividend paying stocks. He detailed his proposed solution for another couple that involved building in safe growth, increased yield on cash, cash flow, and a good Social Security Strategy.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ spends a lot of time in this podcast analyzing the continued challenges in the banking sector and opens specifically with possible trouble brewing with First Republic. He discusses whether it is possible for other domionos to fall, the safety of our money, and what it could mean for our economy and markets. He also shares two case studies. One involved a couple who turned to Russ for more conservative strategies in their portfolio and the other couple was ready to retire but needed a personal pension.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ opens with his market update mentioning positive activity on the Nasdaq, S&P, and Dow. He talks about the importance of building dependable income in retirement in discussing strategies involving withdrawal, laddering, dividends, and the tools to build personal pension like income. Russ cites two case studies involving one couple who felt too many people were involved in their financial life and another couple looking for safer strategies with the husband’s savings that had dropped below one million.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ introduces a new theme to the podcast and that it how he helps his clients reach quantitative goals of further raising returns by one percent annually and reducing losses by twenty-five to seventy-five percent in the metaphorical Cat 5 storms of the economy. He demonstrates how he worked with a couple of achieving those goals. He also analyzes some of the top financial internet searches made by people before they visit with a financial advisor.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
In his weekly market update, Russ warns of lurking issues including the Fed fight against inflation and the possibility of taxes going up down the road. He continues to stress the importance of factoring market risk, outliving your money, inflation, investments, taxes, and long-term care into your retirement planning. Russ also shares a couple of cast studies. One was about a couple he helped into retirement when their date for it came sooner than expected. Another was on a couple who brought to the meeting some strategies that looked like red flags such as a lot of mutual funds, bond funds, and international funds.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ dives into the banking sector situation in his opening market update in explaining possible impacts and how it is complicating the Fed’s fight against inflation. He shares how he worked with a couple who had received what he calls “the kitchen sink” experience from their big box firm. He also explains how he addresses the big 6 retirement risks.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ talks about the crisis sweeping the banking sector and what it means to you and the market. As always, he covers how to immunize your portfolio against volatility, factor in pro-active tax strategies, and identify and cut fees. Russ shares two client stories including one couple he helped paying an exorbitant amount in fees each year.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ notes that life insurance is not peoples’ favorite topic to discuss but he points out how life insurance has changed and now offers many living benefits. In the podcast, he also offers his weekly update on the markets in touching on more market disruption, the potential for more aggressive interest rate hikes and even possible recession. As always Russ stresses the importance of protecting yourself from a financial Cat 5 storm. Russ also shares case studies. One of which involved a couple who scheduled a second opinion consultation with Russ offering solutions with the potential of providing a $30,000 a year cash flow improvement. Another client story featured a couple who sought Russ’ help in implementing a tax reduction plan that provided more in their legacy fund.
You can reach Russ Hackmann by calling 617-6745-2000.
See omnystudio.com/listener for privacy information.
Russ talks about good sound retirement advice you can share with your kids in their 20s and 30s. He talks about serious consideration being given to Roth accounts and lessons on 401(k) allocations. As always, Russ shares client stories which include their dreams and challenges they bring to him and how he rolls up his sleeves with them to find solutions. One couple had been losing money and were extremely worried about what Russ calls the Cat 5 storm that could come along in the economy. He shared how talked to them about getting out of their bond strategies and moving to safe money earnings and broadening to dividend paying stocks. Another couple had plans to retire in two years, but they had lost 15 to 20 percent on every single position they had. Russ talked about his solution of building paycheck replacements into their plan.
You can reach Russ Hackmann by calling 617-674-2000.
See omnystudio.com/listener for privacy information.
Russ opens with his take on JP Morgan Chase CEO Jamie Dimon’s comments on the market. He discusses mistakes that even the wealthiest investors make. They include not focusing on tax planning and not having a real plan. In sharing stories of clients and their challenges, Russ shared how he helped a couple repair their portfolio for safety and long-term growth and how he helped a couple reach their target retirement date which was two years away. Russ wrapped up the podcast looking at tax opportunities in 2023.
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
Russ looks at market performance so far for 2023 and looks ahead to the rest of the year. He also points out some benefits of a Roth IRA that you may not be aware of and some new opportunities, some of which were brought forth by Secure Act 2.0. In sharing case studies, Russ spoke of helping develop a more three-dimensional planning structure for a client who he said had too much in stocks and was only two years aware from retirement. In another case study, he shared the challenges faced by a couple who had lost a lot of money in low performaning bonds and high-risk stocks. He demonstrates how he helped them in structuring a plan with less exposure to downside shock and a much better upside.
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
Russ notes the current atmosphere on Wall Street is generally positive but stresses the need for caution. He runs down five new savings and tax rules that can help boost retirement savings including adjustments to federal income tax brackets, standard deductions going up, higher contribution limits, and RMD age being raised. As he does every week, Russ shares stories of clients who have presented him with their challenges and retirement dreams and how he worked with them to help them meet both. One case study involved Russ helping a couple eliminate over ten thousand a year in frees and the other was a case of helping a couple safely boost the returns in their portfolio.
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
Russ opens with a look at this week on Wall Street and how to navigate the markets in building that strong retirement house. He discusses the impact of taxes on retirement and steps to counteract that impact. He explains how withdrawals from retirement accounts and pensions can be taxed. As always, Russ shares information on how he helps clients in building the retirement plans to match their dreams and to accommodate the lifestyle they want.
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
Russ opens with his weekly Wall Street update and a read on the markets so far for 2023 and how the tone has been more upbeat but the markets are still being very cautious. He does a comparison between retirement of today and that of our parents and grandparents. Some of the differences he discusses are longevity and the risk that can come with that, changing attitudes towards when and how to retire, and concerns of health care cost and long-term care protection. Russ spends time each week sharing stories of clients who have brought him their goals and challenges and how he worked with them. This week he talks about a couple who he helped reduce their taxes and how he helped a woman “hit the retire button.”
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
Russ opens with his weekly Wall Street update and a read on the markets so far for 2023. He also does a quick review of Secure Act 2.0 which passed over the holidays. He touched on some of the provisions such as raising the required minimum distribution age, more catch-up contribution opportunities, and increasing the amount of RMDs that can be given to charities. Russ also shared a couple of case studies with one involving a couple with concerns over their retirement savings going down and another couple knowing they needed a professional partner in their retirement planning.
You can reach Russ Hackmann by calling 617-299-7676.
See omnystudio.com/listener for privacy information.
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