Amplified Wealth According to Plan - The Smarter Way to Give: Understanding Qualified Charitable Distributions (QCDs)
In the latest episode of Amplified Wealth: According to Plan, Kate Fishbein and Tom Farrell explore qualified charitable distributions, or QCDs, and how they may help charitably inclined IRA owners su...
30 Jul 44min
The Diversification Illusion: Investing in the Modern Market with Stone Ridge Asset Management
In the latest episode of Amplified Wealth, Austin Hagaman and Henry Mercer welcome Allen Steere, Portfolio Manager at Stone Ridge Asset Management, for a timely conversation about one of the most comm...
18 Jun 56min
AI, Hackers & the Cybersecurity Investment Boom: Insights from First Trust's Ryan Issakainen
In this episode of Amplified Wealth, Austin Hagaman and Mark Lucci welcome Ryan Issakainen, CFA, Senior Vice President and ETF Strategist at First Trust, for a timely conversation on cybersecurity as ...
27 Apr 1h
401(k) Rollover Rules, Taxes & Mistakes to Avoid | According to Plan
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein and Tom Farrell tackle an important retirement planning question: what should you do with your 401(k) when you leave ...
17 Mar 54min
Volatility & Valuations - What's Next for Stocks & Bonds - Insights from BlackRock's Mark Peterson
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
Quarterly Market Update Webinar | Winter, 2026
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
Understanding the One Big Beautiful Bill - What Families Should Know
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
According to Plan: RMD Rundown - Withdraw Wisely
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
