Brandon Sussman, CFP - Traction Wealth Management

Brandon Sussman, CFP - Traction Wealth Management

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Our firm offers comprehensive financial planning for court reporters, pre-retirees, and retirees.

We focus on retirement and distribution planning, tax mitigation strategies, and investment management.

07/13/2023

Last weekend I got to spend time with the future generation of motocross. I have partnered with OnTrack Scholarship Race. This organization provides scholarship money for young racers to use towards college or private school. We help the parents set up 529 plans so the money can grow while their child does. Looking forward to the next event!

NCRA: Self-Made Mess - Organize Your Finances and Plan for Your Future 06/23/2023

Excited to announce my webinar with the NCRA (National Court Reporters Association). My mother has been in the court reporting industry for over 20 years, and I have seen first hand some of the unique challenges they face when it comes to financial planning. Please share this education focused webinar with any court reporters in your world.

NCRA: Self-Made Mess - Organize Your Finances and Plan for Your Future Live webinar @ 7:00 pm Eastern - Financial Planning takes new meaning when you do not have group benefits through an employer. Brandon will spend time going through some of the biggest financial issues self-employed individuals face and how to get organized. Some of the topics include retirement pla...

5 Ways to Improve Your Finances in January 01/20/2022

Now is great time to discuss your financial plan. Let’s go over your goals for 2022.

5 Ways to Improve Your Finances in January Looking for ways to improve your finances? This month, start your tax prep and revisit your financial plan for 2022.

December Inflation Reading Grabs Headlines 01/18/2022

Chief Investment Strategist Brent Schutte says while many are focused on the large year-over-year increase, there are signs that the pace of inflation may be moderating.

December Inflation Reading Grabs Headlines Another month and another hot inflation read, but let’s take a closer look for a silver lining in Northwestern Mutual’s Market Commentary for the week of Jan. 17, 2022.

The Long and Winding Road That Leads to ‘Normal’ 01/13/2022

Here are the opportunities and challenges for markets in 2022, according to Northwestern Mutual Chief Investment Strategist Brent Schutte.

The Long and Winding Road That Leads to ‘Normal’ Despite current challenges with COVID-19, inflation and the Fed, there’s plenty of fuel in the tank to help pull markets higher in 2022.

Markets Pause to Consider Potential for Faster-Moving Fed 01/11/2022

Chief Investment Strategist Brent Schutte says we may be seeing signs of supply chain issues easing.

Markets Pause to Consider Potential for Faster-Moving Fed Fed meeting minutes give markets pause, and 2021 job growth notches a record. That and more in Northwestern Mutual’s Market Commentary for the week of Jan. 10, 2022.

Credit Card Offers Are on the Rise — But Do You Really Need Another Card? 01/06/2022

Credit card issuers have been ramping up efforts to get new customers. But just because you’re getting more offers doesn’t mean you have to apply for them.

Credit Card Offers Are on the Rise — But Do You Really Need Another Card? You’re thinking about getting another credit card, but wondering, how many credit cards should I have? Here are some things you should consider.

How to Avoid These Common Money Resolution Mistakes 12/29/2021

Don’t sabotage your efforts to achieve your financial goals in the new year. These tips can help.

How to Avoid These Common Money Resolution Mistakes With a little planning you can evade the common traps that might sabotage your efforts to improve your finances. Here are 5 money resolution mistakes to avoid in the new year.

Fed Accelerates Tapering 12/21/2021

See Chief Investment Strategist Brent Schutte’s take on the Fed announcement and other key news over the past week.

Fed Accelerates Tapering The Fed will accelerate its tapering timeline, but the economy is ready. That and more in Northwestern Mutual’s Market Commentary for the week of Dec. 20, 2021.

What You Can Do Now to Reach Your 2022 Money Goals 12/15/2021

If you want to get a head start on your 2022 financial goals, let’s talk about how to do it.

What You Can Do Now to Reach Your 2022 Money Goals You don’t have to wait until January to start working on your 2022 money goals. Here are practical steps you can take now before the new year.

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4438 Ingraham Street #2002
San Diego, CA
92109

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm