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 Mars 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
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 Dec 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
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
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
