The Wealth Amplifier

In episode 22, Aaron and Patrick drive the bus with Matt on vacation. They discuss how their summers have been transpiring thus far, tease a new podcast series focused on executive benefits, and take inventory of where capital markets are for the year and how they may finish 2024, with history for context.

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.

Episode 21 features our second annual Father’s Day themed interview.  The Wealth Amplifier’s Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors.  Sam has been a practicing financial advisor since 1969 helping clients navigate investment markets and financial challenges over multiple decades. In this episode, Sam shares his career journey as well as his current views of the capital markets.

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 20, Matt, Aaron, & Patrick discuss a topic du jour in current markets: the rise of NVDA, AI, and the concentration of Mega U.S. Tech companies driving stock markets higher. The trio also goes on to discuss a very unique strategy related to dealing with large taxable portfolio gains. Aaron provides the most exciting hoagie reviews to date, and the crew discusses a few intriguing 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 episode19, Matt, Aaron, & Patrick discuss the ins and outs of risk management planning and the spectrum of insurance needs most individuals and families need to plan for. They dive deeper into life, long-term disability, and long-term care insurance specifically. The trio also discusses a few recent headlines, interest rates, and what they are reading and watching.

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 the latest installment of our interview series, The Wealth Amplifier’s Matthew Liebman has a broad-ranging conversation with National Basketball Association Vice President, Lauren Cohen. Lauren and Matt discuss Lauren’s career journey, some of her favorite memories from her time in the association, and her career advice to aspiring sports marketing professionals.

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 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 tactically. Aaron provides an exciting 2nd installment of his hoagie review segment.

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 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.

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.

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.

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 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 a new fun segment featuring Aaron, and what to expect from the podcast in the coming year.

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 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!

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.