The Wealth Amplifier

In episode 32, Patrick interviews Executive VP and Market Leader Lauren Gilchrist of Newmark. Newmark is a global leader and publicly traded commercial real estate advisory and services firm. Lauren and Patrick discuss all things commercial real estate: the current state of the industry, the future of office space in a hybrid world, multifamily housing, industrial real estate and data centers amidst the AI boom, rising insurance costs and the impact of natural disasters. Lauren shares in-depth perspective and a lot more.

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.

To kickoff 2025, Aaron, Matt, & Patrick discuss considerations for the start of the year: financial planning checklist items, the power of inertia, and forming good habits instead of easy-to-break resolutions. The trio discusses a few of their own goals for 2025, Aaron reviews Jersey Mike’s hoagies, and share their most recent book and tv show recommendations.

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 30, Matt, Aaron, & Patrick review the accuracy of the predictions they made for capital markets and the economy from episode 13 at the end of 2023. They also discuss predictions for 2025 across capital markets, political events, the economy and more! 

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 29, Matt Liebman interviews long-time colleague Elizabeth 'Libby,' Whittaker, Director, Relationship Manager at Amplius Wealth Advisors. Libby has been working in the wealth management industry for 40+ years, and with members of the Amplius team for the most recent 17 years. At the end of 2024, Libby will be retiring from Amplius Wealth and a long and noteworthy career. The team gives a heartfelt thank-you and wishes Libby good luck and success in her next chapter.

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 28, the team is finally back together! Aaron, Patrick, and Matt dive into the post-election market rally and discuss whether the current euphoric trends are sustainable. They explore the implications of tax policies, the importance of year-end financial planning, and how upcoming changes might impact high-net-worth individuals. Plus, don’t miss Aaron’s latest hoagie review—a must-listen for Philly foodies!

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.

Description: In episode 27, Patrick Swift interviews Jacob Ansel, Founder & Managing Partner of Vision Financial Group, an independent tax advisory firm headquartered in Morganville, NJ. Jacob and Patrick discuss Jake’s background, the current state of a rapidly changing tax and accounting industry, and the unique position Vision Financial Group is in to provide value to clients. The two dive into year-end tax planning strategies, upcoming legislative changes affecting the tax landscape, and common pitfalls to be aware of when filing.

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 26, Patrick Swift interviews Christine Simone, CEO & Founder of Caribou. Caribou is a healthcare planning service that partners with firms like Amplius Wealth Advisors and their clients to cultivate financial clarity, confidence, and conflict-free analysis across all aspects of healthcare planning. Patrick and Christine discuss Christine’s journey in founding Caribou, the many benefits Caribou provides, along with current events including upcoming Medicare and Marketplace enrollment, and the impact of political and legislative changes on the American healthcare system.

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 25, Matt, Aaron, and Patrick discuss this week’s recent 50 basis point rate cut from the Federal Reserve, and the related economic and market impact. They also touch on a few important thoughts for year-end financial planning, and why tax planning may be even more important than previous years. Matt steals Aaron’s ‘hoagie review’ thunder with a review of his own, and the team roundtables a few recent headlines.

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 24, Matt Liebman interviews Matt Kaufman SVP, Head of ETFs at Calamos Investments LLC. The two Matts discuss what has arguably become the hottest new segment of the ETF industry – defined outcome ETFs. What are they? How are many people using these new products? And, of course, what are some things that may go wrong?

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 23, Matt, Aaron, and Patrick are back together, discussing an idea that is deeply rooted in the psyche of most Americans: our obsession with income, and the security it seemingly provides. The trio explores the pros, cons, and differences between having low income and a high savings or asset level versus high stable income and a low savings or asset level. Aaron provides a new hoagie review as well – can’t miss!

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.