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
The AI Boom: Investing, Innovation & Everyday Applications with Tejas Dessai of Global X and Andrea Mondello of Withum
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
According to Plan: Roth Revealed - Converting with Confidence
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
Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley
In the latest episode of Amplified Wealth, we welcome Jack Manley - Executive Director and Global Market Strategist at JP Morgan Asset Management. Jack joins hosts Austin Hagaman and Mark Lucci to u...
10 Sep 20251h 1min
Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary
After a rocky spring marked by sharp pullbacks and negative sentiment, equity markets staged an impressive rebound to close out the first half of 2025. Still, concerns around tariffs, inflation expect...
19 Aug 202559min
According to Plan - Roth Revealed: Backdoor Roth Conversions
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, CEPA dive into one of the most powerful — and misunderstood — retirement strategies: the...
24 Jul 202534min
