Brandon Sussman, CFP - Traction Wealth Management

Brandon Sussman, CFP - Traction Wealth Management 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.

Last weekend I got to spend time with the future generation of motocross. I have partnered with OnTrack Scholarship Race...
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!

Excited to announce my webinar with the NCRA (National Court Reporters Association). My mother has been in the court rep...
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.

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...

Now is great time to discuss your financial plan. Let’s go over your goals for 2022.
01/20/2022

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

Looking for ways to improve your finances? This month, start your tax prep and revisit your financial plan for 2022.

Chief Investment Strategist Brent Schutte says while many are focused on the large year-over-year increase, there are si...
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.

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.

If you’re looking to refresh your winter wardrobe, this month has deals tailored to your goals.
01/14/2022

If you’re looking to refresh your winter wardrobe, this month has deals tailored to your goals.

Here are the opportunities and challenges for markets in 2022, according to Northwestern Mutual Chief Investment Strateg...
01/13/2022

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

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.

Chief Investment Strategist Brent Schutte says we may be seeing signs of supply chain issues easing.
01/11/2022

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

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 issuers have been ramping up efforts to get new customers. But just because you’re getting more offers doesn...
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.

You’re thinking about getting another credit card, but wondering, how many credit cards should I have? Here are some things you should consider.

Don’t sabotage your efforts to achieve your financial goals in the new year. These tips can help.
12/29/2021

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

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.

See Chief Investment Strategist Brent Schutte’s take on the Fed announcement and other key news over the past week.
12/21/2021

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

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.

Don’t forget to account for tips in your holiday budget.
12/20/2021

Don’t forget to account for tips in your holiday budget.

Not sure who to tip and how much to give? We asked an expert to share some guidelines in this holiday tipping guide.

If you want to get a head start on your 2022 financial goals, let’s talk about how to do it.
12/15/2021

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

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.

Address

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

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