Amplified Wealth Amplified Wealth

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 maximize your enjoyment in retirement.
 
Episode Highlights:
Lessons from the 'Blue Zones'
Explore the lifestyles and habits of the 5 locations on earth sharing the longest life expectancies. Discover how diet, exercise and community play a role in longevity and how to incorporate shared practices into your daily routine.
 Nutritional, Mental and Emotional Wellbeing
Learn strategies to reduce stress, maintain social connections and find importance after retirement.
 Ryan's Personal and Daily Routine
Ryan pulls back the curtain on his personal regimen as it relates to his specific food choices, supplements, hobbies and exercise routine.
 How Personal and Financial Health Interplay
We tie it all together with how to plan financially for a longer, healthier life. Understand the importance of a balanced investment strategy and realistic financial planning to ensure the wealth you worked so hard to build lasts throughout your retirement - and beyond.
 And Much More!

Timestamps:
Overview and soft open: (00:00)
Introducing Ryan Fause: (03:00)
Ryan’s interest in health & wellness: (7:50)
Blue Zones and the Power 9 Principles: (10:44)
---Earthquake hits in NJ while on-air --- (13:35)
Nutrition – what exactly are you putting in your body? (21:25)
American diet consists of 60% ultra-processed foods (29:54)
Emotional health and importance of social connections in retirement: (43:20)
Ryan’s daily routine (46:05) 
Financial wellness discussion: (57:27)
Market returns during a lifetime: (01:06:00)
Conclusion and Wrap Up: (01:08:31)
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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.

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, including through contracts (such as beneficiary designations), account titling, and trust accounts. 
Learn more about the probate process and its potential drawbacks as well as the role of wills and trusts in estate planning. 
 Episode Highlights:
 Estate planning is essential for ensuring that assets are distributed according to your wishes after you pass away.
Account titling and beneficiary designations play a crucial role in how assets pass and can help avoid probate.Understanding the different ways assets can pass, such as through contracts, account titling, and trust accounts, is important for effective estate planning.Consideration of tax implications and the potential drawbacks of probate should be part of the estate planning process. Regularly review and update account titling and beneficiary designations to ensure assets pass according to your wishes.Consider creating and funding a trust as a way to avoid probate and have more control over the disposition of assets but creating a trust might involve costs and you need to make sure that the appropriate assets are put into the trust.Work with a qualified estate attorney to develop and update your estate plan.Timestamps:
(00:00)
Introduction
(02:00)
Estate Planning and Account Titling Overview
(05:45)
Ways Assets Can Pass
(08:40)
The Role of Beneficiary Designations and Account Titling
(09:20)
Probate Process and Considerations
(13:12)
The Role of Wills and Trusts
(15:00)
Joint with Rights of Survivorship
(22:00)
Tenants by Entirety
(23:00)
Considerations and Tax Implications
(26:00)
Trusts and Estate Planning
(29:00)
Beneficiary Designations
(32:40)
Sample Client Scenario
(40:30)
Key Takeaways
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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.

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 host of ETFs that are now available to invest in.


Episode Highlights:
🧐 What is Bitcoin?
We take a look at how Bitcoin compares to different assets - and whether it should be considered a currency, commodity, collectible or something entirely different.
⛏️ How are Bitcoins Mined?
We talk about the mining and blockchain process, and the associated rewards for doing so. We also touch upon topics such as 'the-halving' and how that correlates to pricing fluctuations over time.
📊 Bitcoin Volatility and Price Swings
We discuss the often-dramatic price swings that come along with Bitcoin as we approach record-high pricing.
🆕 New Bitcoin ETFs
We address the new funds that are now available and what to look for when choosing a fund to gain exposure.
🔮 And Much More!


Timestamps:


Overview and Soft Open: (00:00)Introduction: (06:18)Deep Dive into Bitcoin – Commodity, Collectible or other?: (10:51)Bitcoin Fun Facts and Mishaps: (25:25)Distribution of Bitcoin Ownership – How much does US Government hold: (29:50)Understanding Blockchain Technology: (35:00)Bitcoin Mining, Rewards and the Halving Process: (40:30)Bitcoin Mining Subsidies, Relation to Boom and Bust Cycles, Puell Multiple: (47:17)Premiums and Discounts on GBTC - Intro to Spot Bitcoin Era: (53:00) Deep Dive into Bitcoin ETFs: (01:05:24)Return Patterns and Volatility of Bitcoin: (01:20:05)Conclusion and Wrap Up: (01:25:09)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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.

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 new year.

Learn about actions you can take now to help set you on the path to financial success!

Here is a snapshot of what was discussed:

🎯 Establishing Short-Term and Long-Term Financial Goals
The importance of an emergency fund
Managing credit card debt
Developing a retirement plan and insurance needs

💳Creating a Budget Incorporating Goals
Analyzing current spending
The importance of paying yourself first

📊 Asset Allocation
Short and long-term goals
Tax implications of each account's holdings

🔐 Cybersecurity Check
The importance of setting strong passwords
Monitoring your credit report

And more!
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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.

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 discusses its future trajectory.
 Episode Highlights:
 🏡 A Look Back Over The Years
A reflection on Jim's illustrious 40-year career, unpacking the challenges and triumphs that have shaped the industry.
 🎉 2023 Year in Review and What Lies Ahead
The market closed the year at record highs - offering surprising relief from the bear market in 2022. Could there be more surprises ahead in the coming year?
 📊 Navigating Market Shifts and Industry Changes
Insights into the evolution of the industry - and how the 24/7 news cycle, major events and technology have shaped the industry.
 🔮 The Future Landscape and Investor Guidance
Addressing concerns about AI's impact on the industry, the potential tokenization of securities and predictions for the upcoming year.
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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.

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 and actions you can take now to lower your tax bill on non qualified investment accounts. 
Here is a snapshot of what was discussed:
 Tax Loss Harvesting 101
The importance and benefits of harvesting losses in non-qualified investment accountsUnrealized vs. realized gains ; Long-term vs. short-term gainsTax-efficient strategies for smarter financial planning Wash Sale Rule
Demystifying the complexities around the Wash Sale Rule Planning for the Future
The benefits of loss carryforwards for future tax yearsNothing 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. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.