Russ discusses the current market trends, particularly the surge in AI and tech stocks, and emphasizes the importance of planning for retirement in light of increasing longevity and inflation. He highlights the need for a comprehensive financial strategy that addresses personal challenges such as divorce and health issues, while also preparing for potential market volatility driven by AI advancements. The discussion underscores the necessity of having a financial advisor who understands the client's unique situation and can provide tailored advice for a secure financial future.  Hackmann Wealth Senior Vice-President Jack Young joins with a case study.  Reach Hackmann Wealth Partners at 617-674-2000 in the Boston area. 703-997-5500 in the DMV. 860-321-6800 in Hartford. Hackmann Wealth Partners www.hackmannwealth.com  See omnystudio.com/listener for privacy information.

Ver todos los episodios