Episodes

In episode 52, Matt Liebman is joined by three members of the Amplius team: senior wealth advisors Allyson Mangine and Phil Matalucci and investment strategist Sean Green — to break down their recent trip to the Futureproof Festival in Huntington Beach, CA. They discuss options strategies and structured notes, AI trends in wealth management, and why one of the most prevailing themes in the industry is that the ‘old way’ of doing things still works. Phil, Allyson, and Sean also share what drew ea...

In Episode 51, Patrick interviews longtime friend and industry colleague Jacky Petit-Homme, founder of RIA Liberty One Wealth Advisors, and its sister company Liberty One Private Risk, an insurance agency. Jacky and Patrick discuss the topic of risk management, and the use of insurance products through the lens of financial planning, along with many of the pitfalls clients fall into when they fail to understand the nuances that accompany many of these products. Schedule a free assessment with a...

In episode 50, Matt, Aaron, & Pat ruminate on the origin on the podcast 50 episodes in. They also discuss what’s driving capital markets, what to make of the latest trends in AI, and Aaron unveils a great end-of-summer hoagie review. Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or service...

In episode 49, Matt, Aaron, & Patrick discuss the recent headlines surrounding the hedge fund named ‘Situational Awareness,’ while also discussing the broader state of markets year to date in 2026. They also roundtable the mechanics and the benefits of Trump accounts, and Aaron shares his latest hoagie review! Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communication is for informational purposes only and does not constitute an offer to sell or the soli...

In episode 48, Matt sits down with Amplius Founding Partner & Chairman Sam Liebman — otherwise known as Dad — for a deep dive into decades of market history and hard-won wisdom. Sam shares what it was like to start his career during a 13-year bear market, how he navigated the Crash of 1987, and what he sees when he looks at markets today. A rare conversation with someone who has genuinely seen it all. Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communic...

In episode 47, Matt, Aaron, & Patrick are back together to celebrate America's 250th birthday, and the theme of independence. They discuss the importance of independent financial advice, Amplius' journey through 5+ years of existence, and the exceptionalism of American innovation. They also provide an update on markets, Matt reveals a brand new segment, and Aaron provides a new hoagie review. Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communication is ...

In episode 46, Matt & Aaron go deep on what could be the biggest IPO of all time — SpaceX. Aaron has been on the front lines working with current and former SpaceX employees, and Matt puts him in the hot seat to unpack what makes this financial moment so unique, what mistakes people are making, and what strategies are actually available to navigate a concentrated stock position before and after a major liquidity event. They also touch on the broader IPO market, what history tells us about buying...

In episode 45, Matt, Aaron, & Pat recount recent trips that saw Aaron visiting SpaceX headquarters and clients in southern CA, and Matt in Miami for the most recent Futureproof Festival. The trio discuss recent market developments and trends that are emerging – risk in private credit, AI displacement, and geopolitical turmoil. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their ...

In episode 44, Matt, Aaron, & Patrick discuss some of the most polarizing headlines to kickstart 2026, including the recent news surrounding the criminal case brought against Jerome Powell, Chairman of the Fed. The trio discuss the importance of Fed independence, impact on markets, and other major new stories du jour. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investmen...

In episode 43, Matt, Aaron, & Patrick review what happened in 2025 – across markets, economies, and society, and compare against what they predicted from a year ago! And per tradition, they dive into all they think will happen in 2026 based on where we are today. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compe...

In episode 42, Matt, Aaron, & Patrick are back to discuss a few important year-end planning items, namely in the context of new developments from the passage of the OBBBA. They also discuss a recent investment conference they attended and some of the most polarizing trends in markets and the economy right now – AI, alternative investments, valuations and bubble talk, the government shutdown, and the Fed. Plus, Aaron’s back with a mouth-watering hoagie review. Amplius is an independent, fiduciar...

Matt, Aaron, & Pat are back together. They discuss Pat’s recent trip to Huntington Beach, CA where he attended Futureproof to get a sense of what’s most impactful and cutting edge in the wealth management industry. The trio also discuss the Fed, interest rates, where the US economy stands today, and what to be paying attention to. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage th...

In Episode 40 of The Wealth Amplifier Podcast, Matt Liebman sits down with Brian Levitt, Global Market Strategist at Invesco, to explore whether we’re witnessing the end of American market exceptionalism. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate ...

Matt, Aaron, and Patrick are back to dissect the fast and furious legislative headlines that have been coming out of Washington recently. The trio discusses the recently passed, and broadly bipartisan supported, Stablecoin legislation, along with the executive order supporting broader adoption of alternative investments in 401(k) plans, and touch on the newly passed Big, Beautiful Bill. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to pr...

Matt Liebman interviews Casey Jorgensen, Director, Relationship Management & Head of the Dynasty Institute for Adaptive Leadership at Dynasty Financial Partners. They explore a wide ranging conversation on the current state of the wealth management industry, and why advisor movement to independent models has become a strong trend that continues to pick up momentum. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and i...

Sam Liebman is back for the third consecutive honorary “Father’s Day” interview. Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors. A well-known industry veteran, Sam shares his current thoughts on the state of the world and markets. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events,...

In episode 36, Matt, Patrick, and Aaron recap the last few weeks of market activity and where things now stand after a rebound in US stocks. They dive into the new tax bill recently introduced by the Trump administration – what to know on a personal basis, and what the political, economic, and market ramifications could be. Aaron recounts his recent Vegas trip, and the trio share upcoming summer travel plans. Amplius is an independent, fiduciary wealth management firm serving individuals and fa...

In episode 35, Matt, Aaron, and Patrick have an honest conversation about the state of the world, markets, and the geopolitical landscape, sharing their candid thoughts about where things stand today. The trio provides forward-thinking logic, with history as a guide. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity c...

In episode 34, Matt & Aaron interview Wes Gray, founder and CEO of Alpha Architect & ETF Architect, two industry-leading firms in the asset management and ETF creation business, and an academic expert of the tax-free 351 exchange. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize aro...

In episode 33, Matt, Aaron, & Patrick team up to discuss the current state of markets and the economy. They dissect many of the recent troubling headlines, the impact of tariffs and economic policy on global markets, and how to stay disciplined when times get tough. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity co...

In episode 32, Patrick interviews Executive VP and Market Leader Lauren Gilchrist of Newmark. Newmark is a global leader and publicly traded commercial real estate advisory and services firm. Lauren and Patrick discuss all things commercial real estate: the current state of the industry, the future of office space in a hybrid world, multifamily housing, industrial real estate and data centers amidst the AI boom, rising insurance costs and the impact of natural disasters. Lauren shares in-depth p...

To kickoff 2025, Aaron, Matt, & Patrick discuss considerations for the start of the year: financial planning checklist items, the power of inertia, and forming good habits instead of easy-to-break resolutions. The trio discusses a few of their own goals for 2025, Aaron reviews Jersey Mike’s hoagies, and share their most recent book and tv show recommendations. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implem...

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 end of 2023. They also discuss predictions for 2025 across capital markets, political events, the economy and more! Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compens...

In episode 29, Matt Liebman interviews long-time colleague Elizabeth 'Libby,' Whittaker, Director, Relationship Manager at Amplius Wealth Advisors. Libby has been working in the wealth management industry for 40+ years, and with members of the Amplius team for the most recent 17 years. At the end of 2024, Libby will be retiring from Amplius Wealth and a long and noteworthy career. The team gives a heartfelt thank-you and wishes Libby good luck and success in her next chapter. Amplius is an inde...