In episode19, Matt, Aaron, & Patrick discuss the ins and outs of risk management planning and the spectrum of insurance needs most individuals and families need to plan for. They dive deeper into life, long-term disability, and long-term care insurance specifically. The trio also discusses a few recent headlines, interest rates, and what they are reading and watching.

In the latest installment of our interview series, The Wealth Amplifier’s Matthew Liebman has a broad-ranging conversation with National Basketball Association Vice President, Lauren Cohen. Lauren and Matt discuss Lauren’s career journey, some of her favorite memories from her time in the association, and her career advice to aspiring sports marketing professionals.

In episode 17, Matt, Aaron, & Patrick discuss most peoples’ largest annual expense: TAXES! With the 2023 filing deadline right around the corner, the trio dissects why it’s important to plan and strategize around taxes both in the short and long term, and how Amplius Wealth Advisors thinks about taxes strategically. Aaron provides an exciting 2nd installment of his hoagie review segment.

In episode 16, Matt, Aaron, & Patrick discuss and amplify a less-common investment product: structured notes. What they are, how they work, pros, cons, and scenarios for which they can work well. The trio also unveils the much-anticipated first rendition of ‘Aaron’s Hoagie Review,’ discuss the magnificent 7 stocks currently leading U.S. stock markets higher, and what they are reading and watching.

Episode 15 features the fourth installment of our interview series. The Wealth Amplifier’s Matthew Liebman has a conversation with financial media and industry legend Ron Insana, Chief Market Strategist, at Dynasty Financial Partners. Ron and Matt discuss Ron’s career journey, the current state of the markets and economy, and much more.

In episode 14, Matt, Aaron, & Patrick kick off the new year sharing thoughts around resolutions, how to set yourself up for financial success in a new year, along with some goals of their own for 2024, the tease of a new fun segment featuring Aaron, and what to expect from the podcast in the coming year.

In episode 13, Matt, Aaron, & Patrick review the accuracy of the predictions they made for capital markets and the economy from episode 5 at the beginning of 2023. They also discuss predictions for 2024 across capital markets, political events, the economy and more!

Happy Halloween! In episode 12, Matt, Aaron, and Patrick discuss multiple current events and their potential effect on financial markets and debate whether people should be ‘spooked’ by them.