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

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.

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 [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.

Ep. 44 – Trump vs. Powell, And What To Make Of Markets

In episode 44, Matt, Aaron, & Patrick discuss some of the most polarizing headlines to kickstart 2026, including the recent news surrounding the criminal case brought against Jerome Powell, Chairman of the Fed. The trio discuss the importance of Fed independence, impact on markets, and other major new stories du jour. 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.

Ep. 43 – Predictions Episode: 2025 In Review, & What’s To Come in 2026

In episode 43, Matt, Aaron, & Patrick review what happened in 2025 – across markets, economies, and society, and compare against what they predicted from a year ago! And per tradition, they dive into all they think will happen in 2026 based on where we are today. 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.

Ep. 42 – Tax Changes for 2025, Government Shutdowns, & Bubble Talk

In episode 42, Matt, Aaron, & Patrick are back to discuss a few important year-end planning items, namely in the context of new developments from the passage of the OBBBA. They also discuss a recent investment conference they attended and some of the most polarizing trends in markets and the economy right now – AI, alternative investments, valuations and bubble talk, the government shutdown, and the Fed. Plus, Aaron’s back with a mouth-watering hoagie review. 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.