Amplified Wealth is your monthly dose of actionable financial insight, where financial experts dive into a wide range of money matters in an informal, yet informative manner. Join us each month as we discuss various, timely financial topics - breaking them down to be more accessible and engaging for everyone.
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Understanding the One Big Beautiful Bill - What Families Should Know (01:02:33)
In this special collaboration episode of Amplified Wealth, Austin Hagaman joins According to Plan co-hosts, Tom Farrell and Kate Fishbein to explore major changes from the One Big Beautiful Bill Act (...
According to Plan: RMD Rundown - Withdraw Wisely (00:54:29)
In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approach...
Fall 2025 Market Update Webinar (00:59:03)
Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, infl...
The AI Boom: Investing, Innovation & Everyday Applications with Tejas Dessai of Global X and Andrea Mondello of Withum (01:23:20)
The AI Boom Investing, Innovation & Everyday Applications Artificial Intelligence is often described as the most transformative technology of our time - but how much of that is real today, and what’s...
According to Plan: Roth Revealed - Converting with Confidence (00:42:35)
In the latest episode of Amplified Wealth: According to Plan, Kate Fishbein, CFP®, and Tom Farrell, CFP®, AEP®, CEPA, welcome special guest Amy Pastorino, CFP® for a deep dive on Roth IRAs and convers...
Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley (01:01:05)
In the latest episode of Amplified Wealth, we welcome Jack Manley - Executive Director and Global Market Strategist at JP Morgan Asset Management. Jack joins hosts Austin Hagaman and Mark Lucci to u...
After a rocky spring marked by sharp pullbacks and negative sentiment, equity markets staged an impressive rebound to close out the first half of 2025. Still, concerns around tariffs, inflation expect...
According to Plan - Roth Revealed: Backdoor Roth Conversions (00:34:51)
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, CEPA dive into one of the most powerful — and misunderstood — retirement strategies: the...
According to Plan: Roth Revealed - 5 Year Rule Rundown (00:43:50)
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, AEP® dive into one of the most misunderstood topics in retirement planning: Roth IRA dis...
Weakening Dollar & Global Opportunities - Insights from Mike Arone, State Street Global Advisors (01:00:59)
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Mike Arone, Chief Investment Strategist at State Street Global Advisors, to unpack the complex forces s...
Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary (00:58:33)
After a strong start to the year, markets reversed course in Q1, with major indices posting their weakest quarterly returns since 2022. Behind the headlines: cooling economic data, rising inflation e...
Secure Act 2.0 - 2025 Super Catch Up Rules Explained (00:16:57)
In the latest episode of Amplified Wealth: According to Plan, hosts Kate Fishbein and Tom Farrell break down a major Secure Act 2.0 provision taking effect in 2025: the Super Catch-Up Contribution for...
Megatrends that Matter: What's Driving Growth? Featuring Vanguard's Head of Global Economic Research (01:14:30)
In the latest episode of Amplified Wealth: According to Plan, the team sits down with Kevin Kang, Vanguard’s Senior International Economist, to explore the key forces shaping the economy and financial...
Section 121 Spotlight - Understanding The Home Sale Exclusion (00:27:41)
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein dive into Section 121, the powerful (but often overlooked) tax break that can exclude up to $500,000 in capi...
Originally recorded February 7th as part of our quarterly webinar series. 2024 was a year to remember for the markets, with major indices like the S&P 500 achieving another 20%+ performance year, opti...
According to Plan - HSA Savvy: Maximizing Your Health Savings Potential (00:57:35)
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein tackle everything you need to know about Health Savings Accounts (HSAs) — from eligibility and benefits to l...
From Student to Standout: Building a Career That Opens Doors (00:56:57)
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Ryan Edwards, a finance and economics student who's already leaving his mark in the industry. This epi...
Stuffing Your Nest Egg: Tax-Free Retirement Growth, Estate Planning & Investment Strategies You'll Be Thankful For! (01:11:51)
In this very special crossover episode, Austin Hagaman and Adam Armstrong welcome Tom Farrell and Kate Fishbein - hosts of Amplified Wealth's According to Plan series - to discuss key topics from the ...
Webinar - Fall 2024: Fed Rate Cuts, Election 2024 and What Lies Ahead for your Portfolio (00:52:43)
Recorded Tuesday, November 5th, 2024. U.S. equity markets saw encouraging gains in Q3, with all major indices posting positive returns. The summer ended with the Federal reserve embarking on their fi...
Inherited IRAs Post-SECURE Act: Mastering the Maze (01:03:35)
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell tackle one of the most confusing yet essential retirement planning topics: the new inherited IRA rule...
Municipal Bonds - No Pain, No Gain | Insights from BlackRock's Director of Fixed Income (01:07:31)
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong welcome Duane Liedl, Director of Fixed Income at BlackRock for an in-depth look at today's bond market. Episode Hig...
Nest Egg Navigation: What is a "Safe" Portfolio Withdrawal Rate? (00:41:59)
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell dive into one of the most critical topics for retirees - determining a sustainable withdrawal rate. J...
Election Year Tax Insights - What Lies Ahead for 2025 and Beyond (01:08:47)
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Jonah Gruda, a tax expert and Partner at Withum, to explore the intricate world of tax planning in thes...
Second Home, Sweet Home - Dream or Nightmare? Second Home Considerations. (00:46:31)
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell welcome Monica Jalife to discuss the ins and outs of owning a second home. Whether it's a lakeside re...
Bulls, Bears and Ballots - Politics Through an Investment Lens with Michael Townsend, Schwab's Wizard of Washington (01:00:59)
In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Tune in and hear from ...
