The Wealth Amplifier

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....

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 afte...

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...

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 individu...

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 im...

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, a...

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 ser...

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...

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...

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, f...

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 pr...

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 t...

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 im...

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, mana...

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...

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 amid...

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, fiduci...

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 i...

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...

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...

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...

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 benef...

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 roundtable...

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 in...

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 re...