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.

In episode nine, Matt, Aaron, and Patrick discuss the generally accepted notion that capital markets are unpredictable. But are they really? Markets often revert to their means after extreme excesses in either direction, as indicated by the last 100 years of history in the stock market. The team also touches on their favorite concept when it comes to investing – behavioral finance. Investments shouldn’t be ‘entertaining’; they should be the means to achieving important goals, but psychologically so many people can’t help themselves from treating their investments like a hobby.

In episode seven, Aaron, Matt, and Patrick discuss one of the simplest but most important concepts in personal finance: consistently saving money to long-term investments – and not withdrawing it for many years! But why do so many lack the discipline? The