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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Ep. 30 – Predictions Episode – 2024 In Hindsight & 2025 Ahead

Posted December 23, 202400:45:44

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...

Ep. 29 Interview Series – Elizabeth 'Libby' Whittaker, Amplius Wealth Advisors

Posted December 2, 202400:28:19

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

Posted November 21, 202400:29:36

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

Posted November 1, 202400:41:49

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

Posted October 15, 202400:40:13

In episode 26, Patrick Swift interviews Christine Simone, CEO & Founder of Caribou. Caribou is a healthcare planning service that partners with...