Matt, Aaron, & Pat are back together. They discuss Pat’s recent trip to Huntington Beach, CA where he attended Futureproof to get a sense of what’s most impactful and cutting edge in the wealth management industry. The trio also discuss the Fed, interest rates, where the US economy stands today, and what to be paying attention to.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 40 of The Wealth Amplifier Podcast, Matt Liebman sits down with Brian Levitt, Global Market Strategist at Invesco, to explore whether we’re witnessing the end of American market exceptionalism.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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.

Matt, Aaron, and Patrick are back to dissect the fast and furious legislative headlines that have been coming out of Washington recently. The trio discusses the recently passed, and broadly bipartisan supported, Stablecoin legislation, along with the executive order supporting broader adoption of alternative investments in 401(k) plans, and touch on the newly passed Big, Beautiful Bill.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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.

Matt Liebman interviews Casey Jorgensen, Director, Relationship Management & Head of the Dynasty Institute for Adaptive Leadership at Dynasty Financial Partners. They explore a wide ranging conversation on the current state of the wealth management industry, and why advisor movement to independent models has become a strong trend that continues to pick up momentum.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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.

Sam Liebman is back for the third consecutive honorary “Father’s Day” interview. Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors.  A well-known industry veteran, Sam shares his current thoughts on the state of the world and 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 36, Matt, Patrick, and Aaron recap the last few weeks of market activity and where things now stand after a rebound in US stocks. They dive into the new tax bill recently introduced by the Trump administration – what to know on a personal basis, and what the political, economic, and market ramifications could be. Aaron recounts his recent Vegas trip, and the trio share upcoming summer travel plans.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 35, Matt, Aaron, and Patrick have an honest conversation about the state of the world, markets, and the geopolitical landscape, sharing their candid thoughts about where things stand today. The trio provides forward-thinking logic, with history as a guide.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 34, Matt & Aaron interview Wes Gray, founder and CEO of Alpha Architect & ETF Architect, two industry-leading firms in the asset management and ETF creation business, and an academic expert of the tax-free 351 exchange.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 33, Matt, Aaron, & Patrick team up to discuss the current state of markets and the economy. They dissect many of the recent troubling headlines, the impact of tariffs and economic policy on global markets, and how to stay disciplined when times get tough.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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazc3djJEejdYc2J6bHVBdnM3bndPcDN4Vkl4UXxBQ3Jtc0ttaklCbGpzdmdnN0ZaNHRYRk1idkZOeHNTRUZUZURUWjZkRXgtc2JLRlRHbjRMTkZUUDR3VGhOWmxXMWxVT05taEdwMzY5NC0wUUVKb0g2Q2pCRVRqeGtPcmlCX21PNUtSM1A2OTJPRVhBUENqc3UxVQ&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=7MTOGToeoyI)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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBXdjlORUlqVk13aUhTOFpHV0FIeHZMMjFxd3xBQ3Jtc0tuamdDU25Nb3NaRTZJZzZwN3JkR2F3VlFMVWFiRXZUdmhKalhuTUdwNVQtZ1JXU0xfODdoY0d6em40dER1QUtKWXNJLU1wNkRCRk1lX3FsWFJTVEk5YjAzT3lTTEUzLUJXZDN0YWxIb2pFSUtBOHIzYw&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=Lsomva-0grk) 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazc3djJEejdYc2J6bHVBdnM3bndPcDN4Vkl4UXxBQ3Jtc0ttaklCbGpzdmdnN0ZaNHRYRk1idkZOeHNTRUZUZURUWjZkRXgtc2JLRlRHbjRMTkZUUDR3VGhOWmxXMWxVT05taEdwMzY5NC0wUUVKb0g2Q2pCRVRqeGtPcmlCX21PNUtSM1A2OTJPRVhBUENqc3UxVQ&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=7MTOGToeoyI)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 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 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazc3djJEejdYc2J6bHVBdnM3bndPcDN4Vkl4UXxBQ3Jtc0ttaklCbGpzdmdnN0ZaNHRYRk1idkZOeHNTRUZUZURUWjZkRXgtc2JLRlRHbjRMTkZUUDR3VGhOWmxXMWxVT05taEdwMzY5NC0wUUVKb0g2Q2pCRVRqeGtPcmlCX21PNUtSM1A2OTJPRVhBUENqc3UxVQ&q=https%3A%2F%2Fbit.ly%2F3Uy439V&v=7MTOGToeoyI)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.