Quick-hitting episodes amplifying a specific concept, idea, or person within the scope of personal finance and wealth management.
In episode 30, Matt, Aaron, & Patrick review the accuracy of the predictions they made for capital markets and the economy from episode 13 at the...
In episode 29, Matt Liebman interviews long-time colleague Elizabeth 'Libby,' Whittaker, Director, Relationship Manager at Amplius Wealth Advisors....
In Episode 28, the team is finally back together! Aaron, Patrick, and Matt dive into the post-election market rally and discuss whether the current...
Description: In episode 27, Patrick Swift interviews Jacob Ansel, Founder & Managing Partner of Vision Financial Group, an independent tax advisory...
In episode 26, Patrick Swift interviews Christine Simone, CEO & Founder of Caribou. Caribou is a healthcare planning service that partners with...