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
33 episodes
According to Plan: Roth Revealed - Converting with Confidence
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 conversion strategies.🎯 Topics C...
•
42:35
Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley
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 unpack today’s most pressing quest...
•
1:01:05
Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary
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 expectations, and central bank policy continue to ...
•
59:57
According to Plan - Roth Revealed: Backdoor Roth Conversions
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 Backdoor Roth IRA conversion.This m...
•
34:51
According to Plan: Roth Revealed - 5 Year Rule Rundown
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 distributions—and...
•
43:50
Weakening Dollar & Global Opportunities - Insights from Mike Arone, State Street Global Advisors
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 shaping today’s investment landscape - from w...
•
1:00:59
Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary
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 expectations, and renewed uncertainty a...
•
58:33
Secure Act 2.0 - 2025 Super Catch Up Rules Explained
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 workers aged 60 to 63. Episode...
•
16:57
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
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...
•
1:13:14