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.
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 future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
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