Understanding Financial Fiduciary Responsibilities

In this episode of the Wall Street Sweeper, host Russ Hackmann discusses various financial topics including market trends, fiduciary responsibilities, tax planning, and strategies for retirement savings. The conversation emphasizes the importance of understanding fiduciary roles, the impact of taxes on retirement, and practical steps for listeners to enhance their financial health.   Russ discusses the implications of the national debt and deficit on the economy, emphasizing the importance of understanding these concepts for financial planning. He highlights the risks associated with bonds in the current market and explains the role of annuities as a potential safe investment.  Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com

 

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