The Wealth Amplifier

Amplius Wealth Advisors
  • 5.0 (13)
  • Investing
  • Monthly

The Wealth Amplifier, brought to you by the Amplius Wealth Advisors team, seeks to bring you quick-hitting and easily digestible content around all things personal finance and wealth management. We will discuss concepts, ideas, and interview successful people to amplify all the different ways you can get ahead and stay ahead when it comes to achieving financial freedom. 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. Oct 13

    Ep. 52 Interview Series – Futureproofing Wealth Management with Phil Matalucci, Allyson Mangine, & Sean Green

    In episode 52, Matt Liebman is joined by three members of the Amplius team: senior wealth advisors Allyson Mangine and Phil Matalucci and investment strategist Sean Green — to break down their recent trip to the Futureproof Festival in Huntington Beach, CA. They discuss options strategies and structured notes, AI trends in wealth management, and why one of the most prevailing themes in the industry is that the ‘old way’ of doing things still works. Phil, Allyson, and Sean also share what drew each of them to pursue careers in the industry. 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. Oct 1

    Ep. 51 Interview Series – Insurance For the Right Reasons: An Interview With Jacky Petit-Homme

    In Episode 51, Patrick interviews longtime friend and industry colleague Jacky Petit-Homme, founder of RIA Liberty One Wealth Advisors, and its sister company Liberty One Private Risk, an insurance agency. Jacky and Patrick discuss the topic of risk management, and the use of insurance products through the lens of financial planning, along with many of the pitfalls clients fall into when they fail to understand the nuances that accompany many of these products. 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. Sep 21

    Ep. 50 – The Big 5-0!

    In episode 50, Matt, Aaron, & Pat ruminate on the origin on the podcast 50 episodes in. They also discuss what’s driving capital markets, what to make of the latest trends in AI, and Aaron unveils a great end-of-summer hoagie review. 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. Aug 14

    Ep. 49 – Hedge Fund Blowups, Trump Accounts, & Market Updates

    In episode 49, Matt, Aaron, & Patrick discuss the recent headlines surrounding the hedge fund named ‘Situational Awareness,’ while also discussing the broader state of markets year to date in 2026. They also roundtable the mechanics and the benefits of Trump accounts, and Aaron shares his latest hoagie review! 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. Jul 15

    Ep. 48 Interview Series – 50 Years of Market Wisdom: Matt Interviews Amplius Chairman Sam Liebman

    In episode 48, Matt sits down with Amplius Founding Partner & Chairman Sam Liebman — otherwise known as Dad — for a deep dive into decades of market history and hard-won wisdom. Sam shares what it was like to start his career during a 13-year bear market, how he navigated the Crash of 1987, and what he sees when he looks at markets today. A rare conversation with someone who has genuinely seen it all. 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.

  6. Jul 3

    Ep. 47 – Happy 250th Birthday America: Ruminating on Independence

    In episode 47, Matt, Aaron, & Patrick are back together to celebrate America's 250th birthday, and the theme of independence. They discuss the importance of independent financial advice, Amplius' journey through 5+ years of existence, and the exceptionalism of American innovation. They also provide an update on markets, Matt reveals a brand new segment, and Aaron provides a new hoagie review. 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.

  7. May 20

    Ep. 46 – Life-Changing Money: Navigating the SpaceX IPO & Concentrated Wealth

    In episode 46, Matt & Aaron go deep on what could be the biggest IPO of all time — SpaceX. Aaron has been on the front lines working with current and former SpaceX employees, and Matt puts him in the hot seat to unpack what makes this financial moment so unique, what mistakes people are making, and what strategies are actually available to navigate a concentrated stock position before and after a major liquidity event. They also touch on the broader IPO market, what history tells us about buying into a hot name on day one, and yes — a Wawa hoagie review that did not go well. 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. Mar 17

    Ep. 45 – From LA to Miami: SpaceX Musings, AI Hypotheses, & Market Reactions

    In episode 45, Matt, Aaron, & Pat recount recent trips that saw Aaron visiting SpaceX headquarters and clients in southern CA, and Matt in Miami for the most recent Futureproof Festival. The trio discuss recent market developments and trends that are emerging – risk in private credit, AI displacement, and geopolitical turmoil. 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.

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5
out of 5
13 Ratings

About

The Wealth Amplifier, brought to you by the Amplius Wealth Advisors team, seeks to bring you quick-hitting and easily digestible content around all things personal finance and wealth management. We will discuss concepts, ideas, and interview successful people to amplify all the different ways you can get ahead and stay ahead when it comes to achieving financial freedom. 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.

Information

  • Creator
    Amplius Wealth Advisors
  • Years Active
    2022 - 2026
  • Episodes
    51
  • Rating
    Clean
  • Copyright
    © Copyright 2026 The Wealth Amplifier
  • Show Website
    The Wealth Amplifier

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