The Wealth Amplifier

In episode 52, Matt Liebman is joined by three members of the Amplius team: senior wealth advisors Allyson Mangine and Phil Matalucci and investment strategist Sean Green — to break down their recent trip to the Futureproof Festival in Huntington Beach, CA. They discuss options strategies and structured notes, AI trends in wealth management, and why one of the most prevailing themes in the industry is that the ‘old way’ of doing things still works. Phil, Allyson, and Sean also share what drew each of them to pursue careers in the industry.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In Episode 51, Patrick interviews longtime friend and industry colleague Jacky Petit-Homme, founder of RIA Liberty One Wealth Advisors, and its sister company Liberty One Private Risk, an insurance agency. Jacky and Patrick discuss the topic of risk management, and the use of insurance products through the lens of financial planning, along with many of the pitfalls clients fall into when they fail to understand the nuances that accompany many of these products.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 50, Matt, Aaron, & Pat ruminate on the origin on the podcast 50 episodes in. They also discuss what’s driving capital markets, what to make of the latest trends in AI, and Aaron unveils a great end-of-summer hoagie review.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 49, Matt, Aaron, & Patrick discuss the recent headlines surrounding the hedge fund named ‘Situational Awareness,’ while also discussing the broader state of markets year to date in 2026. They also roundtable the mechanics and the benefits of Trump accounts, and Aaron shares his latest hoagie review!

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 48, Matt sits down with Amplius Founding Partner & Chairman Sam Liebman — otherwise known as Dad — for a deep dive into decades of market history and hard-won wisdom. Sam shares what it was like to start his career during a 13-year bear market, how he navigated the Crash of 1987, and what he sees when he looks at markets today. A rare conversation with someone who has genuinely seen it all.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 47, Matt, Aaron, & Patrick are back together to celebrate America's 250th birthday, and the theme of independence. They discuss the importance of independent financial advice, Amplius' journey through 5+ years of existence, and the exceptionalism of American innovation. They also provide an update on markets, Matt reveals a brand new segment, and Aaron provides a new hoagie review.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 45, Matt, Aaron, & Pat recount recent trips that saw Aaron visiting SpaceX headquarters and clients in southern CA, and Matt in Miami for the most recent Futureproof Festival. The trio discuss recent market developments and trends that are emerging – risk in private credit, AI displacement, and geopolitical turmoil.

Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 44, Matt, Aaron, & Patrick discuss some of the most polarizing headlines to kickstart 2026, including the recent news surrounding the criminal case brought against Jerome Powell, Chairman of the Fed. The trio discuss the importance of Fed independence, impact on markets, and other major new stories du jour.

Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

In episode 43, Matt, Aaron, & Patrick review what happened in 2025 – across markets, economies, and society, and compare against what they predicted from a year ago! And per tradition, they dive into all they think will happen in 2026 based on where we are today.

Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues.

Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.