Amplified Wealth
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.
Episodes
25 episodes
Megatrends that Matter: What's Driving Growth? Featuring Vanguard's Head of Global Economic Research
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 markets over the next decad...
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1:14:30
Section 121 Spotlight - Understanding The Home Sale Exclusion
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 capital gains when selling your primary residenc...
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27:41
Winter 2025 Market Update | Quarterly Portfolio and Economic Commentary
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, optimism surrounding AI driving innova...
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58:57
According to Plan - HSA Savvy: Maximizing Your Health Savings Potential
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 long-term planning strategies.Episode...
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57:35
From Student to Standout: Building a Career That Opens Doors
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 episode is a must-listen for students, pa...
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56:57
Stuffing Your Nest Egg: Tax-Free Retirement Growth, Estate Planning & Investment Strategies You'll Be Thankful For!
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 Financial Planning Committee's Year-End News...
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1:11:51
Webinar - Fall 2024: Fed Rate Cuts, Election 2024 and What Lies Ahead for your Portfolio
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 first rate cut since 2019 which caused s...
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52:43
Inherited IRAs Post-SECURE Act: Mastering the Maze
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 rules. They break down the chang...
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1:03:35
Municipal Bonds - No Pain, No Gain | Insights from BlackRock's Director of Fixed Income
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 Highlights:📊 Navigating Bond...
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1:07:31
Nest Egg Navigation: What is a "Safe" Portfolio Withdrawal Rate?
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. Joined by special guest Ann Schnorrenberg, CF...
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41:59
Election Year Tax Insights - What Lies Ahead for 2025 and Beyond
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 these uncertain times. As we approach significan...
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1:08:47
Second Home, Sweet Home - Dream or Nightmare? Second Home Considerations.
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 retreat or a cozy cabin in the...
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46:31
Bulls, Bears and Ballots - Politics Through an Investment Lens with Michael Townsend, Schwab's Wizard of Washington
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 the "Wizard of Washington" - and see h...
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1:00:59
From Tuition to Retirement: Recent Changes to 529 Plans
In the latest episode of Amplified Wealth - According to Plan, hosts Kate Fishbein, CFP®, and Tom Farrell, CFP®, dive into recent changes in 529 plans and how these updates can benefit you and your family. Episode Highlights:&n...
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25:23
Debunking 7 Market Myths To Be A Better Investor
In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Carmine D'Avino as he dives into the world of investment 'isms, market trends and strategies for long-term success.Episode Highlights: Add...
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1:26:24
According to Plan: Tax Cuts & Jobs Act - Planning for the 2026 Sunset
In the latest episode of Amplified Wealth - According to Plan, hosts Kate Fishbein and Tom Farrell delve into the upcoming expiration of the 2017 Tax Cuts and Jobs Act (TCJA) and its potential impact on your finances.For this timely top...
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1:01:38
Investing in Longevity and Healthy Aging: Financial & Personal Wellness Tips
In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Ryan Fause to discuss the importance of integrating financial wellness with personal health in order to ultimately maximize your enjoyment...
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1:13:14
Amplified Wealth: According to Plan - Navigating Estate Planning | Titling Basics
In the latest episode of Amplified Wealth – According to Plan, Tom Farrell and Kate Fishbein discuss the importance of estate planning and account titling. Discover the different ways assets can pass, including through contracts (such as...
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47:52
Bitcoin to the Moon? Discussing Bitcoin Basics, the ETF Landscape and Investment Considerations
In our latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman dive deep into Bitcoin - the process, the pricing, the distribution of ownership, the upcoming halving-event and the recent host of ETFs that are now ava...
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1:31:38
According to Plan: New Year's Resolutions - Financial Wellness Check-Up with Monica Jalife
In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein welcome Monica Jalife - Principal and Wealth Advisor - to discuss financial planning best-practices as we begin the new year.Learn about actions you...
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56:17
Unwrapping 40 Years of Investment Wisdom with Jim Ferrare
In the latest, festive episode of our podcast, Amplified Wealth, Adam Armstrong & Austin Hagaman interview Jim Ferrare - who delves into the evolution of the industry over the past four decades, and discusses its future t...
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1:25:03
According to Plan: Tax Loss Harvesting 101
In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein dive deep into Tax Loss Harvesting - a powerful strategy for optimizing investment accounts.Learn about opportunities and actions you can take now to lower...
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56:42
Real Estate Insights with Alice Gabriele and Andrew Gabriele
In our latest episode of Amplified Wealth, Alice Gabriele and Andrew Gabriele take a deep dive into the dynamics of both the residential and commercial real estate markets. Here's a sneak peek at what you can expect: 🏡...
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1:16:43
