Section 121 Spotlight - Understanding The Home Sale Exclusion
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein dive into Section 121, the powerful (but often overlooked) tax break that can exclude up to $500,000 in capi...
27 Mars 202527min
Winter 2025 Market Update | Quarterly Portfolio and Economic Commentary
Originally recorded February 7th as part of our quarterly webinar series. 2024 was a year to remember for the markets, with major indices like the S&P 500 achieving another 20%+ performance year, opti...
14 Feb 202558min
According to Plan - HSA Savvy: Maximizing Your Health Savings Potential
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein tackle everything you need to know about Health Savings Accounts (HSAs) — from eligibility and benefits to l...
24 Jan 202557min
From Student to Standout: Building a Career That Opens Doors
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Ryan Edwards, a finance and economics student who's already leaving his mark in the industry. This epi...
30 Dec 202456min
Stuffing Your Nest Egg: Tax-Free Retirement Growth, Estate Planning & Investment Strategies You'll Be Thankful For!
In this very special crossover episode, Austin Hagaman and Adam Armstrong welcome Tom Farrell and Kate Fishbein - hosts of Amplified Wealth's According to Plan series - to discuss key topics from the ...
3 Dec 20241h 11min
Webinar - Fall 2024: Fed Rate Cuts, Election 2024 and What Lies Ahead for your Portfolio
Recorded Tuesday, November 5th, 2024. U.S. equity markets saw encouraging gains in Q3, with all major indices posting positive returns. The summer ended with the Federal reserve embarking on their fi...
26 Nov 202452min
Inherited IRAs Post-SECURE Act: Mastering the Maze
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell tackle one of the most confusing yet essential retirement planning topics: the new inherited IRA rule...
25 Okt 20241h 3min
Municipal Bonds - No Pain, No Gain | Insights from BlackRock's Director of Fixed Income
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong welcome Duane Liedl, Director of Fixed Income at BlackRock for an in-depth look at today's bond market. Episode Hig...
4 Okt 20241h 7min
