Episodes

In episode four, the team discusses the drawbacks of short-term thinking when it comes to financial planning. Why do people have trouble understanding certain concepts - even when the long-term benefits are so clear? And what is it about our collective psyche that contributes to avoiding short-term pain, in the name of longer-term gain? The team touches on multiple strategies that fit this category - Roth conversions, tax-loss harvesting, stock option management, and planning for your heirs and ...

Episode three features the very first interview of the podcast! The Wealth Amplifier's Matthew Liebman interviews Megan Cross, partner at AmplifyHer Ventures. AmplifyHer Ventures is a Venture Capital firm that invests in diverse leadership teams with a focus on unlocking the untapped potential of women in leadership positions. 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 prod...

In episode two, the team challenges a pervasive notion throughout the financial industry: that so-called "experts" actually have any ability to predict anything accurately. Which begs the question, does anyone know anything? 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 no...

In the very first episode of The Wealth Amplifier, the team discusses the topic of behavioral finance: what is it, why does it matter, and how you can improve your own behavioral discipline. 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 a...