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.

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.

Matt is joined by special guest Brian Levitt, Global Market Strategist at Invesco, to break down what’s really driving today’s markets. From foreign markets outperforming U.S. equities, to the potential catalysts for small caps and value stocks, the conversation challenges long-held assumptions about “American exceptionalism.” They explores catalysts that could shift market leadership, risks from tariffs, and why dollar weakness may sustain global gains. Plus, they cover diversification strategies, Fed policy implications, and more.

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.

Matt Liebman sits down with Casey Jorgensen, CLO & COO of Dynasty Financial Partners, to unpack why the Registered Investment Advisor (RIA) model is outperforming big-bank brokerage—both today and tomorrow. From ownership economics to technology stacks, Casey reveals the levers that let independent firms scale while staying laser-focused on clients.

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.

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.

In our latest podcast episode of The Wealth Amplifier, Matt Liebman, Aaron Marks, and Patrick Swift sit down for an unscripted take on recent market volatility—and what it really means for investors. From sharp selloffs to policy-driven whiplash, the Amplius team unpacks what’s driving the headlines, why this downturn feels different, and how to stay grounded when uncertainty peaks.