Podcast

Episode 38

Interview Series – Why RIAs Are the Wave of the Future and the Present: A Candid Talk With Casey Jorgensen

07/15/2025

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.

Episode 37

Interview Series – Samuel Liebman

06/19/2025

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.

Episode 36

Tariff Tantrum Gives Way to One, Big, Beautiful (Tax) Bill

06/02/2025

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.

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.

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