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
Nest Egg Navigation: What is a "Safe" Portfolio Withdrawal Rate?
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell dive into one of the most critical topics for retirees - determining a sustainable withdrawal rate. J...
16 Sep 202441min
Election Year Tax Insights - What Lies Ahead for 2025 and Beyond
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Jonah Gruda, a tax expert and Partner at Withum, to explore the intricate world of tax planning in thes...
29 Aug 20241h 8min
Second Home, Sweet Home - Dream or Nightmare? Second Home Considerations.
In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell welcome Monica Jalife to discuss the ins and outs of owning a second home. Whether it's a lakeside re...
15 Aug 202446min
Bulls, Bears and Ballots - Politics Through an Investment Lens with Michael Townsend, Schwab's Wizard of Washington
In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Tune in and hear from ...
25 Juli 20241h
From Tuition to Retirement: Recent Changes to 529 Plans
In the latest episode of Amplified Wealth - According to Plan, hosts Kate Fishbein, CFP®, and Tom Farrell, CFP®, dive into recent changes in 529 plans and how these updates can benefit you and your fa...
17 Juli 202425min
