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.

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

Episode six features the 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 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.

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 thoughts on how 2023 will progress.

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.

Episode 3 features the very first interview of the podcast! The Wealth Amplifier’s Matthew Liebman interviews Meghan Cross, Partner at AmplifyHer Ventures. AmplifyHer Ventures is a Venture Capital firm that invests in diverse leadership teams with a focus on unlocking untapped potential of women in leadership positions.

Tune into episode #2 of The Wealth Amplifier Podcast. In this episode, Aaron, Matt and Patrick take turns discussing whether or not the so-called financial “experts” we see on TV or hear on the news actually have the ability to predict anything accurately. This begs the question, does anyone know anything?

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.