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.

In episode 11, Matt and Patrick are live on location at the Future Proof Wealth Festival in sunny Huntington Beach, CA. The festival brings together some of the wealth management industry’s best and brightest, and the top trends, developments, and new technology are on full display. Matt and Pat dissect their experience through two and half days and how it will ultimately benefit clients of Amplius Wealth Advisors.

The Wealth Amplifier is celebrating episode number 10! In this special edition, Matt Liebman, Aaron Marks, and Patrick Swift reflect on the origins of the podcast and its original mission statement of reaching clients and prospects in new ways by amplifying a topic, person, or idea. The team also discusses how the podcast has evolved since its inception, who you can expect to see on the guest list, and where the future of the Wealth Amplifier is headed.