In this episode of The Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the impact of tariffs, and the importance of financial planning for retirement. He emphasizes the need for a written plan to address the big six retirement risks and shares insights on tax planning, including the benefits of Roth conversions. The episode also features a case study demonstrating how a couple improved their financial strategy by addressing inefficiencies in their portfolio. Hackmann Senior Vice-President also joins with an additional case study.
Reach Hackmann Wealth Partners at 617-674-2000.
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