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.