Uncovering Portfolio Weaknesses

Russ continues his look at the current state of the markets in light of the future Trump administration policies, the importance of Roth conversions for retirement planning, and the challenges of financial planning in the context of increasing longevity. He emphasizes the need for a comprehensive financial plan that includes tax strategies to ensure financial security in retirement. Russ also uses case studies to show how he and the team at Hackmann Wealth Partners uncover red flags and portfolio weaknesses for those who first meet with them.  Hackmann Wealth Vice-President Jack Young also joins with a case study. Reach Hackmann Wealth Partners at 617-674-2000. Hackmann Wealth Partners www.hackmannwealth.com  See omnystudio.com/listener for privacy information.