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
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 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
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
