The Wealth Amplifier
Quick-hitting episodes amplifying a specific concept, idea, or person within the scope of personal finance and wealth management.
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Recent Episodes
Ep. 29 Interview Series – Elizabeth 'Libby' Whittaker, Amplius Wealth Advisors
In episode 29, Matt Liebman interviews long-time colleague Elizabeth 'Libby,' Whittaker, Director, Relationship Manager at Amplius Wealth Advisors....
Ep. 28 - 2024 Year-End Planning Tips & Post Election Musings
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...
Ep. 27 Interview Series – Tax Planning with Jacob Ansel, Vision Financial Group CPAs
Description: In episode 27, Patrick Swift interviews Jacob Ansel, Founder & Managing Partner of Vision Financial Group, an independent tax advisory...
Ep. 26 Interview Series – Christine Simone, Caribou Healthcare Planning
In episode 26, Patrick Swift interviews Christine Simone, CEO & Founder of Caribou. Caribou is a healthcare planning service that partners with...
Ep. 25 – Fed Talk & Financial Planning for Year End
In episode 25, Matt, Aaron, and Patrick discuss this week’s recent 50 basis point rate cut from the Federal Reserve, and the related economic and...
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