According to Plan: Roth Revealed - 5 Year Rule Rundown

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 the two critical five-year rules that can trip up even savvy investors. Episode Highlights: 📆 The First Five-Year Rule (Qualified Distributions): Learn why it’s not enough to be over 59½—you also need to have held your Roth for five years to avoid taxes on earnings. 🔁 The Second Fi...

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Episoder(42)

The Diversification Illusion: Investing in the Modern Market with Stone Ridge Asset Management

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

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

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

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

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

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

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

Fall 2025 Market Update Webinar

Fall 2025 Market Update Webinar

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

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