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.
Amplified Wealth
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 Newsletter.
Episode Highlights:
🥧 Asset Allocation Strategies – Striking the right balance between growth and preservation as you approach retirement.
🎁 The Bucketing Approach – Simplifying portfolio management for immediate, medium, and long-term needs.
📈 Roth Conversions – Tax-efficient strategies to save more and grow wealth post-retirement.
🌇 The Impact of TCJA Sunset – What potential tax changes mean for your planning.
🔍 And Much More!
Timestamps:
Overview & Soft Open: (0:00)
Introduction: (2:30)
Portfolio Allocation Considerations: (3:49)
What is a 'Safe' Withdrawal Rate: (24:28)
Limitations to the 4% Rule: (30:37)
100-Minus-Age Rule for Portfolio Diversification: (36:48)
The Bucketing Strategy: (40:11)
Tax Cuts & Jobs Act & Estate Planning: (48:07)
TCJA and Gifting & Trust Planning: (1:01:59)
Roth Conversion Benefits: (1:03:58)
Download the full Financial Planning Newsletter on our website.
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