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Ep. 46 – Life-Changing Money: Navigating the SpaceX IPO & Concentrated Wealth
May 20, 2026
32m 03s
Ep. 45 – From LA to Miami: SpaceX Musings, AI Hypotheses, & Market Reactions
Mar 17, 2026
42m 36s
Ep. 44 – Trump vs. Powell, And What To Make Of Markets
Jan 22, 2026
35m 52s
Ep. 43 – Predictions Episode: 2025 In Review, & What’s To Come in 2026
Dec 23, 2025
49m 38s
Ep. 42 – Tax Changes for 2025, Government Shutdowns, & Bubble Talk
Nov 13, 2025
38m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/20/26 | Ep. 46 – Life-Changing Money: Navigating the SpaceX IPO & Concentrated Wealth✨ | SpaceX IPOconcentrated wealth+3 | Aaron | SpaceXAmplius Wealth Advisors | Wawa | SpaceXIPO+3 | — | 32m 03s | |
| 3/17/26 | Ep. 45 – From LA to Miami: SpaceX Musings, AI Hypotheses, & Market Reactions✨ | SpaceXAI+3 | — | SpaceX | Miamisouthern CA | SpaceXAI displacement+3 | — | 42m 36s | |
| 1/22/26 | Ep. 44 – Trump vs. Powell, And What To Make Of Markets✨ | marketsFed independence+3 | — | — | — | TrumpPowell+5 | — | 35m 52s | |
| 12/23/25 | Ep. 43 – Predictions Episode: 2025 In Review, & What’s To Come in 2026✨ | market predictionseconomic review+3 | — | Amplius Wealth Advisors | — | 2025 review2026 predictions+3 | — | 49m 38s | |
| 11/13/25 | Ep. 42 – Tax Changes for 2025, Government Shutdowns, & Bubble Talk✨ | tax changesgovernment shutdown+5 | — | hoagieAmplius Wealth Advisors+2 | — | tax changesgovernment shutdown+5 | — | 38m 51s | |
| 9/23/25 | Ep. 41 – Futureproofing, & What Comes Next in Markets✨ | wealth managementinterest rates+3 | — | Amplius Wealth AdvisorsFutureproof+2 | Huntington Beach, CA | wealth managementinterest rates+3 | — | 29m 07s | |
| 8/15/25 | Ep. 40 Interview Series – What's Driving Markets with Brian Levitt, Global Market Strategist at Invesco✨ | market trendsAmerican market exceptionalism+3 | Brian Levitt | InvescoAmplius Wealth Advisors | — | market exceptionalisminvestment advice+3 | — | 22m 58s | |
| 7/31/25 | Ep. 39 – Fancy Investments Coming for Your 401(k), Stablecoins Congressional Stamp of Approval✨ | legislationstablecoins+4 | — | Amplius Wealth AdvisorsWashington+2 | — | 401(k)stablecoins+5 | — | 37m 00s | |
| 7/16/25 | Ep. 38 Interview Series – Why RIAs are the wave of the future and the present: A Candid Talk with Casey Jorgensen✨ | wealth managementindependent models+3 | Casey Jorgensen | Dynasty Financial PartnersAmplius Wealth Advisors+1 | — | wealth managementindependent advisors+3 | — | 29m 58s | |
| 6/20/25 | Ep. 37 Interview Series – Samuel Liebman, Founding Partner & Chairman, Amplius Wealth Advisors✨ | wealth managementfinancial planning+4 | Sam Liebman | Amplius Wealth Advisors | — | wealth managementfinancial plans+4 | — | 20m 53s | |
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| 5/29/25 | Ep. 36 – Tariff Tantrum Gives Way to One, Big, Beautiful (Tax) Bill | 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 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. | — | ||||||
| 5/2/25 | Ep. 35 – Candid Thoughts For Crazy Times | 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 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. | — | ||||||
| 4/8/25 | Ep. 34 Interview Series – Wesley Gray, CEO, Alpha Architect | 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 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. | — | ||||||
| 3/12/25 | Ep. 33 – Tariffs, Trade Wars, Volatility, Oh My! | 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 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. | — | ||||||
| 2/3/25 | Ep. 32 Interview Series – Lauren Gilchrist, EVP, Real Estate Firm Newmark | 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. | — | ||||||
| 1/15/25 | Ep. 31 – Kicking Off 2025 The Right Way | 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. | — | ||||||
| 12/23/24 | Ep. 30 – Predictions Episode – 2024 In Hindsight & 2025 Ahead | 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. | — | ||||||
| 12/2/24 | Ep. 29 Interview Series – Elizabeth 'Libby' Whittaker, Amplius Wealth Advisors | 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. | — | ||||||
| 11/21/24 | Ep. 28 - 2024 Year-End Planning Tips & Post Election Musings | 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. | — | ||||||
| 11/1/24 | Ep. 27 Interview Series – Tax Planning with Jacob Ansel, Vision Financial Group CPAs | 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. | — | ||||||
| 10/15/24 | Ep. 26 Interview Series – Christine Simone, Caribou Healthcare Planning | 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. | — | ||||||
| 9/23/24 | Ep. 25 – Fed Talk & Financial Planning for Year End | 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/3Uy439VThis 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. | — | ||||||
| 9/6/24 | Ep. 24 Interview Series – Matt Kaufman, Senior Vice President, Calamos Investments | 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. | — | ||||||
| 8/25/24 | Ep. 23 – The Illusion of Income: Is It All It’s Cracked Up To Be? | 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/3Uy439VThis 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. | — | ||||||
| 7/12/24 | Ep. 22 – Mid-Summer Musings, Exciting Announcements, & How Will Markets Finish 2024? | 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/3Uy439VThis 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. | — | ||||||
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