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 an employer?

From old workplace plans and rollover IRAs to tax traps and planning opportunities, they walk through the key decisions individuals should consider before making a move.

Episode Highlights:

🔎 Don’t Forget Old 401(k)s:
Learn why so many retirement accounts get left behind — and how the Department of Labor’s Lost and Found tool may help you track them down.

🏢 Why Leave Funds in a 401(k)?
Kate and Tom explain several potential advantages, including creditor protection, possible loan provisions, Rule of 55 access, and delayed RMD opportunities for some workers.

🔄 When an IRA Rollover May Make Sense:
Explore why some investors prefer rolling old 401(k) assets into an IRA for greater investment flexibility, easier consolidation, and simplified account management.

⚠️ Avoid Costly Rollover Mistakes:
Not all retirement dollars are the same. The episode breaks down the importance of properly handling pre-tax, Roth 401(k), and after-tax funds to help avoid unnecessary taxes and penalties.

📉 Fees, Investment Options and Hidden Costs:
Find out what to review inside your 401(k), from administrative fees to fund expense ratios, and why comparing those costs to an IRA matters.

🚨 Special Situations to Watch Closely:
From backdoor Roth strategy considerations to employer stock and NUA rules, Tom and Kate highlight a few areas where one wrong move could have lasting tax consequences.

And much more!

Timestamps:
0:00 - Introduction
3:15 - Advantages of Leaving Funds in 401(k)
22:40 - Advantages of Rolling Over into an IRA
37:35 - Things to Watch Out For if Rolling Over
50:15 - Wrap Up & Conclusion

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 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 perspective as we look ahead.

Episode Highlights:
📈 Three Strong Years in a Row:
How rare are three consecutive years of 15%+ stock market gains—and what does history suggest could come next?

🎯 Why “Average Returns” Rarely Happen:
Stocks may average ~10% over time, but they rarely land near the average in any given year—understanding the range can help set better expectations.

🌪️ Volatility in Plain English (2% Days):
A simple way to understand market turbulence, what typically causes it, and why volatility is often the “price of admission” for long-term growth.

💻 Tech, Valuations & Earnings:
How today’s tech leadership compares to the dot-com era—and why strong earnings growth can change the valuation conversation.

🧩 Market Broadening Beyond Mega-Caps:
Why market leadership may be expanding beyond the biggest names—and what that could mean for diversified investors.

🛡️ Diversification vs. Single-Stock Risk:
Even in strong markets, many individual stocks lose money—this segment puts concentration risk into perspective.

💵 Bonds After the Rate Reset:
Why 2022 was so painful for fixed income—and why higher yields may improve the outlook going forward.

From setting realistic expectations to reinforcing the value of diversification, this episode is packed with timely market insights.

Timestamps:

(0:00) Intro:
(5:18) U.S. Stocks Posting 15%+ Gains for Three Straight Years
(10:09) U.S. Stocks Annual Averages
(12:45) Stock Market Volatility
(19:20) Technology Stocks - Performance and Valuations
(28:11 Benefits of Diversification
(35:46) Current and Past Economic Expansions
(41:51) U.S. Bonds Outperformed in 2025
(43:17) Interest Rates & Long-Term Bond Returns
(51:59) Closing Thoughts

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.

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 the surface, tensions are building - from rising affordability pressures to lingering questions around tariffs, employment trends, and the long-term impact of artificial intelligence on the workforce.

With mid-term election dynamics on the horizon, how durable is today’s optimism - and what risks could disrupt the outlook for stocks, bonds, and the broader economy?

Catch up on the market on demand with this webinar replay - originally aired live on January 28th, 2026 - as we examine the forces shaping the year ahead, assess potential volatility and seasonal opportunities, and discuss portfolio strategies designed to navigate an evolving economic and market landscape.

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Timestamps:
Introduction & Firm Overview (00:00:00)
Wall Street Forecasts - In Perspective (00:02:03)
Geopolitical Tensions & Market Impact (00:11:11)
Silver & Gold (00:21:57)
US vs. International - A Long Cycle of Outperformance (00:40:58)
Small Cap vs. Large Cap (00:51:38)
Q&A and Closing Remarks (00:57:35)

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.