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.

In our milestone 25th episode, 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.

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?

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!

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.

In episode 20, Matt, Aaron, & Patrick discuss a topic-du-jour in current markets: the rise of NVDA, AI, and the concentration of Mega U.S. Tech companies driving stock markets higher. The trio also goes on to discuss a very unique strategy related to dealing with large taxable portfolio gains. Aaron provides the most exciting hoagie reviews to date, and the crew discusses a few intriguing headlines.

In episode19, Matt, Aaron, & Patrick discuss the ins and outs of risk management planning and the spectrum of insurance needs most individuals and families need to plan for. They dive deeper into life, long-term disability, and long-term care insurance specifically. The trio also discusses a few recent headlines, interest rates, and what they are reading and watching.

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