Amplified Wealth

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, CFP®, PhD, the discussion unpacks the history, assumptions, and modern-day relevance of the widely-known “4% rule” for retirement withdrawals.

Episode Highlights:

📊 The ...

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 significant legislative shifts, understanding the landscape is crucial for anyone serious about financial planning.

Episode Highlights:

💼 Tax Cuts and Jobs Act (TCJA) Overview: Jonah provides a deep div...

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 woods, there are many factors to consider before making your decision.

Episode Highlights: 

🏡 Understanding the Purpose: Discover the different purposes a second home can serv...

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 how current and potential political developments might impact the markets and your investments.
 
Episode Highlights:

 🗳️ Election Insights: Explore the current politica...

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.
 
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529 Plan Updates: Discover the latest changes to 529 plans, including the new "grandparent 529 loophole" and how it affects financial aid eligibility.
 
Financial Aid Simp...

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:
 Addressing Market 'Isms: Explore the origins and impact of well-known market 'isms like "Sell in May and Go Away" and how they might negatively influence investment ...

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 topic, Tom & Kate welcome special guest Lynn Mucenski-Keck, a tax principal with over 20 years of experience in the accounting profession. Lynn serves as the national lead on federal tax p...

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 in retirement.

Episode Highlights:
Lessons from the 'Blue Zones'

Explore the lifestyles and habits of the 5 locations on earth sharing the longest life expectancies. Discover how diet, exercise and ...

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 beneficiary designations), account titling, and trust accounts. 

Learn more about the probate process and its potential drawbacks as well as the role of wills and trusts in estate planning. 

 Episode...

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 available to invest in.

Episode Highlights:

🧐 What is Bitcoin?

We take a look at how Bitcoin compares to different assets - and whether it should be considered a currency, commodity, collectible or somethi...

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 can take now to help set you on the path to financial success!

Here is a snapshot of what was discussed:

🎯 Establishing Short-Term and Long-Term Financial Goals

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 trajectory.

 Episode Highlights:

 🏡 A Look Back Over The Years

A reflection on Jim's illustrious 40-year career, unpacking the challenges and triumphs that have shaped the industry.

 🎉 2023 Year in Review and...

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 your tax bill on non qualified investment accounts. 

Here is a snapshot of what was discussed:

 Tax Loss Harvesting 101

• The importance and benefits of harvesting losses in non-qualified ...

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:
 
🏡 Residential Real Estate
Rising mortgage rates, decreasing supply and affordability has helped to create a seller's market. How are owners and first-time homebuyers dealing with curr...

In the spirit of Thanksgiving, Tom Farrell and Kate Fishbein discuss some strategies related to charitable giving. In our podcast series, According to Plan, we will be discussing more topics related to financial planning. 

Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of invest...

In our first episode of Amplified Wealth we discuss the state of the bond market, interest rate policy ahead and how to make the perfect margarita.

Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the f...