The Wealth Amplifier

Happy Halloween! In episode 12, Matt, Aaron, and Patrick discuss multiple current events, their potential effect on financial markets, and debate whether people should be ‘spooked’ by them.

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 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 ultimately how it will ultimately benefit clients of Amplius Wealth Advisors. 

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.

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, idea, or person. 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.

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 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.

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 eight features the third installment of our interview series. In honor of Father's Day, the Wealth Amplifier's Matthew Liebman interviews his father Sam Liebman, Founding Partner & Chairman of Amplius Wealth Advisors. Sam has been a practicing financial advisor since 1969, helping clients navigate investment markets and their financial challenges with invaluable advice over five decades. Sam continues to provide his expertise to clients and the Amplius team as Chairman of the firm on a day to day basis.

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 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 long-term results are so beneficial and compelling, so why doesn’t everyone do it? The team also re-introduces a new segment yet to be named.

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 six features our 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 The 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.

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.

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 own thoughts on how 2023 will progress.

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 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.

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 three features the very first interview of the podcast! The Wealth Amplifier's Matthew Liebman interviews Megan Cross, partner at AmplifyHer Ventures. AmplifyHer Ventures is a Venture Capital firm that invests in diverse leadership teams with a focus on unlocking the untapped potential of women in leadership positions.

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.