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

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.

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!

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 into year-end tax planning strategies, upcoming legislative changes affecting the tax landscape, and common pitfalls to be aware of when filing.

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 benefits Caribou provides, along with current events including upcoming Medicare and Marketplace enrollment, and the impact of political and legislative changes on the American healthcare system.

In our milestone 25th episode, 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 roundtables a few recent headlines.

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?

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 review as well – can’t miss!