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

Episode six features the second installment of our interview series. The Wealth Amplifier’s Matthew Liebman interviews Jason Granet, Chief Investment Officer at BNY Mellon. In addition to his role at BNY Mellon, Jason is a current member of the U.S. Department of Treasury Borrowing Advisory Committee. Jason and Matthew enjoy a casual conversation on the state of markets, interest rates, the Federal Reserve, and the way Jason is currently observing the world.

Happy 2023! In episode five, Aaron, Matt, and Patrick discuss perhaps the most attention-grabbing, though mostly useless, aspect of the investment world: forecasting and predictions! In almost every way, 2022 was a terrible year for the markets despite industry-wide predictions, which forecasted the opposite. So, why do we do it? Tune in as we discuss the philosophy behind making predictions and our thoughts on how 2023 will progress.

In episode four, the team discusses the drawbacks of short-term thinking when it comes to financial planning. Why do people have trouble understanding certain concepts – even when the long-term benefits are so clear? And what is it about our collective psyche that contributes to avoiding short-term pain in the name of longer-term gain? The team touches on multiple strategies that fit this category – Roth conversions, tax-loss harvesting, stock option management, and planning for your heirs and beneficiaries.