According to Plan: Tax Considerate Strategies for Philanthropic Goals
Amplified Wealth21 Nov 2023

According to Plan: Tax Considerate Strategies for Philanthropic Goals

In the spirit of Thanksgiving, Tom Farrell and Kate Fishbein discuss some strategies related to charitable giving. In our podcast series, According to Plan, we will be discussing more topics related to financial planning. Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. ...

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Investing in Longevity and Healthy Aging: Financial & Personal Wellness Tips

Investing in Longevity and Healthy Aging: Financial & Personal Wellness Tips

In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Ryan Fause to discuss the importance of integrating financial wellness with personal health in order to ultimately ...

11 Apr 20241h 13min

Amplified Wealth: According to Plan - Navigating Estate Planning | Titling Basics

Amplified Wealth: According to Plan - Navigating Estate Planning | Titling Basics

In the latest episode of Amplified Wealth – According to Plan, Tom Farrell and Kate Fishbein discuss the importance of estate planning and account titling. Discover the different ways assets can pass,...

27 Mars 202447min

Bitcoin to the Moon? Discussing Bitcoin Basics, the ETF Landscape and Investment Considerations

Bitcoin to the Moon? Discussing Bitcoin Basics, the ETF Landscape and Investment Considerations

In our latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman dive deep into Bitcoin - the process, the pricing, the distribution of ownership, the upcoming halving-event and the recent...

4 Mars 20241h 31min

According to Plan: New Year's Resolutions - Financial Wellness Check-Up with Monica Jalife

According to Plan: New Year's Resolutions - Financial Wellness Check-Up with Monica Jalife

In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein welcome Monica Jalife - Principal and Wealth Advisor - to discuss financial planning best-practices as we begin the n...

24 Jan 202456min

Unwrapping 40 Years of Investment Wisdom with Jim Ferrare

Unwrapping 40 Years of Investment Wisdom with Jim Ferrare

In the latest, festive episode of our podcast, Amplified Wealth, Adam Armstrong & Austin Hagaman interview Jim Ferrare - who delves into the evolution of the industry over the past four decades, and d...

5 Jan 20241h 25min

According to Plan: Tax Loss Harvesting 101

According to Plan: Tax Loss Harvesting 101

In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein dive deep into Tax Loss Harvesting - a powerful strategy for optimizing investment accounts. Learn about opportunities...

19 Dec 202356min

Real Estate Insights with Alice Gabriele and Andrew Gabriele

Real Estate Insights with Alice Gabriele and Andrew Gabriele

In our latest episode of Amplified Wealth, Alice Gabriele and Andrew Gabriele take a deep dive into the dynamics of both the residential and commercial real estate markets. Here's a sneak peek at wh...

29 Nov 20231h 16min

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