Podcast

Episode 35

Candid Thoughts For Crazy Times

05/02/2025
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.
Episode 34

Wes Gray & The Art of the Tax-Free 351 Exchange – The Wealth Amplifier Podcast

04/08/2025
In this insightful episode, Matt Liebman and Aaron Marks are joined by special guest Wes Gray, CEO of Alpha Architect and ETF Architect. They dig into the increasingly popular topic of ETFs, with a spotlight on the Section 351 exchange—a powerful, yet underutilized tax strategy for high-net-worth investors and advisors alike.
Episode 33

Tariffs, Trade Wars, Volatility, Oh My! The Wealth Amplifier Podcast

03/13/2025
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.
Episode 32

Challenges & Opportunities in Real Estate, with Lauren Gilchrist by the Wealth Amplifier Podcast

02/04/2025
Join Patrick Swift as he sits down with Lauren Gilchrist, EVP & Market Leader at Newmark, for an in-depth discussion on the evolving landscape of commercial real estate.
Episode 31

Kickstart 2025: Financial Tips & Strategies

01/16/2025
It’s a new year, and the Wealth Amplifier Podcast is here to help you start 2025 on the right financial foot! Join Aaron Marks, Matt Liebman, and Patrick Swift as they share expert strategies and insights for optimizing your finances in the year ahead.
Episode 30

2024 Market Predictions Review & Bold 2025 Forecasts

12/23/2024
Did our 2024 predictions come true? Join wealth management experts Aaron Marks, Matt Liebman, and Patrick Swift as they review their forecasts from last year and share fresh insights for 2025. In this episode:
  • Our biggest market calls from 2024: Hits and misses
  • How the Fed, interest rates, and bonds played out
  • Political landscape: Electoral predictions revisited
  • Sports predictions that surprised everyone
PLUS: Exclusive 2025 forecasts for markets, crypto, and more
Episode 29

A Conversation with Libby Whittaker – The Wealth Amplifier Podcast

12/03/2024
In this special episode, Matt Liebman sits down with Amplius Wealth Advisor Libby Whittaker to reflect on her incredible career as she prepares for retirement. With nearly five decades in the financial services industry, Libby shares her journey from her start at Dean Witter to her invaluable role at Amplius Wealth Advisors.
Episode 28

2024 Year-End Planning Tips & Post Election Musings

12/02/2024
In Episode 28 of the Wealth Amplifier Podcast, 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!
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