Episodes

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 euphoric trends are sustainable. They explore the implications of tax policies, the importance of year-end financial planning, and how upcoming changes might impact high-net-worth individuals. Plus, don’t miss Aaron’s latest hoagie review—a must-listen for Philly foodies! Amplius is an independent, fiduciary wealth management firm serving individual...

Description: In episode 27, Patrick Swift interviews Jacob Ansel, Founder & Managing Partner of Vision Financial Group, an independent tax advisory firm headquartered in Morganville, NJ. Jacob and Patrick discuss Jake’s background, the current state of a rapidly changing tax and accounting industry, and the unique position Vision Financial Group is in to provide value to clients. The two dive into year-end tax planning strategies, upcoming legislative changes affecting the tax landscape, and com...

In episode 26, Patrick Swift interviews Christine Simone, CEO & Founder of Caribou. Caribou is a healthcare planning service that partners with firms like Amplius Wealth Advisors and their clients to cultivate financial clarity, confidence, and conflict-free analysis across all aspects of healthcare planning. Patrick and Christine discuss Christine’s journey in founding Caribou, the many benefits Caribou provides, along with current events including upcoming Medicare and Marketplace enrollment, ...

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 market impact. They also touch on a few important thoughts for year-end financial planning, and why tax planning may be even more important than previous years. Matt steals Aaron’s ‘hoagie review’ thunder with a review of his own, and the team roundtables a few recent headlines. Amplius is an independent, fiduciary wealth management firm serving indiv...

In episode 24, Matt Liebman interviews Matt Kaufman SVP, Head of ETFs at Calamos Investments LLC. The two Matts discuss what has arguably become the hottest new segment of the ETF industry – defined outcome ETFs. What are they? How are many people using these new products? And, of course, what are some things that may go wrong? Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their...

In episode 23, Matt, Aaron, and Patrick are back together, discussing an idea that is deeply rooted in the psyche of most Americans: our obsession with income, and the security it seemingly provides. The trio explores the pros, cons, and differences between having low income and a high savings or asset level versus high stable income and a low savings or asset level. Aaron provides a new hoagie review as well – can’t miss! Amplius is an independent, fiduciary wealth management firm serving indi...

In episode 22, Aaron and Patrick drive the bus with Matt on vacation. They discuss how their summers have been transpiring thus far, tease a new podcast series focused on executive benefits, and take inventory of where capital markets are for the year and how they may finish 2024, with history for context. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare ...

Episode 21 features our second annual Father’s Day themed interview. The Wealth Amplifier’s Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors. Sam has been a practicing financial advisor since 1969 helping clients navigate investment markets and financial challenges over multiple decades. In this episode, Sam shares his career journey as well as his current views of the capital markets. Amplius is an independent, fiduciary wealth management fi...

In episode 20, Matt, Aaron, & Patrick discuss a topic du jour in current markets: the rise of NVDA, AI, and the concentration of Mega U.S. Tech companies driving stock markets higher. The trio also goes on to discuss a very unique strategy related to dealing with large taxable portfolio gains. Aaron provides the most exciting hoagie reviews to date, and the crew discusses a few intriguing headlines. Amplius is an independent, fiduciary wealth management firm serving individuals and families nat...

In episode19, Matt, Aaron, & Patrick discuss the ins and outs of risk management planning and the spectrum of insurance needs most individuals and families need to plan for. They dive deeper into life, long-term disability, and long-term care insurance specifically. The trio also discusses a few recent headlines, interest rates, and what they are reading and watching. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design an...

In the latest installment of our interview series, The Wealth Amplifier’s Matthew Liebman has a broad-ranging conversation with National Basketball Association Vice President, Lauren Cohen. Lauren and Matt discuss Lauren’s career journey, some of her favorite memories from her time in the association, and her career advice to aspiring sports marketing professionals. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and ...

In episode 17, Matt, Aaron, & Patrick discuss most peoples’ largest annual expense: taxes! With the 2023 filing deadline right around the corner, the trio dissects why it’s important to plan and strategize around taxes both in the short and long term, and how Amplius Wealth Advisors thinks about taxes tactically. Aaron provides an exciting 2nd installment of his hoagie review segment. This communication is for informational purposes only and does not constitute an offer to sell or the solicitat...

In episode 16, Matt, Aaron, & Patrick discuss and amplify a less-common investment product: structured notes. What they are, how they work, pros, cons, and scenarios for which they can work well. The trio also unveils the much-anticipated first rendition of ‘Aaron’s Hoagie Review,’ discuss the magnificent 7 stocks currently leading U.S. stock markets higher, and what they are reading and watching. This communication is for informational purposes only and does not constitute an offer to sell or ...

Episode 15 features the fourth installment of our interview series. The Wealth Amplifier’s Matthew Liebman has a conversation with financial media and industry legend Ron Insana, Chief Market Strategist, at Dynasty Financial Partners. Ron and Matt discuss Ron’s career journey, the current state of the markets and economy, and much more. 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 inves...

In episode 14, Matt, Aaron, & Patrick kick off the new year sharing thoughts around resolutions, how to set yourself up for financial success in a new year, along with some goals of their own for 2024. The tease a new fun segment featuring Aaron, and what to expect from the podcast in the coming year. 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 services. The conte...

In episode 13, Matt, Aaron, & Patrick review the accuracy of the predictions they made for capital markets and the economy from episode 5 at the beginning of 2023. They also discuss predictions for 2024 across capital markets, political events, the economy and more! 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 services. The content of this communication is provided...

Happy Halloween! In episode 12, Matt, Aaron, and Patrick discuss multiple current events, their potential effect on financial markets, and debate whether people should be ‘spooked’ by them. 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 services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to an...

In episode 11, Matt and Patrick are live on location at the Future Proof Wealth Festival in sunny Huntington Beach, CA. The festival brings together some of the wealth management industry's best and brightest, and the top trends, developments, and new technology are on full display. Matt and Pat dissect their experience through two and half days and ultimately how it will ultimately benefit clients of Amplius Wealth Advisors. This communication is for informational purposes only and does not co...

The Wealth Amplifier is celebrating episode number 10! In this special edition, Matt Liebman, Aaron Marks and Patrick Swift reflect on the origins of the podcast and its original mission statement of reaching clients and prospects in new ways by amplifying a topic, idea, or person. The team also discusses how the podcast has evolved since its inception, who you can expect to see on the guest list, and where the future of the Wealth Amplifier is headed. This communication is for informational pu...

In episode nine, Matt, Aaron, and Patrick discuss the generally accepted notion that capital markets are unpredictable. But are they really? Markets often revert to their means after extreme excesses in either direction, as indicated by the last 100 years of history in the stock market. The team also touches on their favorite concept when it comes to investing – behavioral finance. Investments shouldn’t be ‘entertaining,’ they should be the means to achieving important goals, but psychologically...

Episode eight features the third installment of our interview series. In honor of Father's Day, the Wealth Amplifier's Matthew Liebman interviews his father Sam Liebman, Founding Partner & Chairman of Amplius Wealth Advisors. Sam has been a practicing financial advisor since 1969, helping clients navigate investment markets and their financial challenges with invaluable advice over five decades. Sam continues to provide his expertise to clients and the Amplius team as Chairman of the firm on a d...

In episode seven, Aaron, Matt, and Patrick discuss one of the simplest but most important concepts in personal finance: consistently saving money to long-term investments – and not withdrawing it for many years! But why do so many lack the discipline? The long-term results are so beneficial and compelling, so why doesn’t everyone do it? The team also re-introduces a new segment yet to be named. This communication is for informational purposes only and does not constitute an offer to sell or the...

Episode six features our second installment of our interview series. The Wealth Amplifier's Matthew Liebman interviews Jason Granet, Chief Investment Officer at BNY Mellon. In addition to his role at BNY Mellon, Jason is a current member of the U.S. Department of The Treasury Borrowing Advisory Committee. Jason and Matthew enjoy a casual conversation on the state of markets, interest rates, the Federal Reserve, and the way Jason is currently observing the world. This communication is for inform...

Happy 2023! In episode five, Aaron, Matt, and Patrick discuss perhaps the most attention-grabbing, though mostly useless aspect of the investment world: forecasting and predictions! In almost every way, 2022 was a terrible year for the markets despite industry-wide predictions which forecasted the opposite. So, why do we do it? Tune in as we discuss the philosophy behind making predictions and our own thoughts on how 2023 will progress. This communication is for informational purposes only and ...