401(k) Rollover Rules, Taxes & Mistakes to Avoid | According to Plan

In this episode of Amplified Wealth, we’re joined by Mark Peterson, Director of Market & Portfolio Insights at BlackRock, for a practical breakdown of what’s driving markets—and how investors can keep...

27 Feb 54min

Markets entered 2026 with momentum, as resilient consumer spending, easing monetary policy, and continued investment in AI and infrastructure have helped extend the current bull market. Yet beneath th...

13 Feb 1h 1min

In this special collaboration episode of Amplified Wealth, Austin Hagaman joins According to Plan co-hosts, Tom Farrell and Kate Fishbein to explore major changes from the One Big Beautiful Bill Act (...

22 Des 20251h 2min

In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approach...

18 Nov 202554min

Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, infl...

31 Okt 202559min

The AI Boom Investing, Innovation & Everyday Applications Artificial Intelligence is often described as the most transformative technology of our time - but how much of that is real today, and what’s...

16 Okt 20251h 23min

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 convers...

24 Sep 202542min