Wealthy Behavior

Heritage Financial Services
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Wealthy Behavior

Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.

  1. JAN 9

    Market Update: A Look Back, A Peek Ahead & A Cybertruck Review

    In this first episode of the new year, Sammy and Bob recap 2024's market performance and share insights for the year ahead. Will 2025 bring strong returns, or are we heading for a correction? A wide range of outcomes are possible, so preparation is key. Bob dives into the data driving both short- and long-term outlooks, including:* Stocks vs. bonds* U.S. vs. international markets* Portfolio risk management strategies* Recent currency moves and future predictionsAnd because it seems no one can stop talking about it, Bob wraps up with his take on the Cybertruck.Tune in for insights, strategy, and a touch of tech talk as we set the stage for 2025!

    28 min

  2. 12/19/2024

    6 Favorite Investment Lessons Shared This Year

    In this special episode of Wealthy Behavior, we are wrapping up a great year of amazing guests, excellent listener questions, and delivering insight to listeners by highlighting 6 enduring, valuable investment strategies and lessons from our 2024 episodes: The building blocks of financial literacy, the importance of investing internationally, the truth about dollar-cost averaging, a primer on private equity vs venture capital, private credit, and some non-monetary advice for those 5-10 years out from retirement. Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth. We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    1 hr

  3. 12/05/2024

    Politics, Portfolios, and Predictions

    Sammy and Bob discuss the market’s reaction to the election results and what might lie ahead. Taxes, tariffs, and immigration lead the new administration’s agenda, and related announcements are already moving markets. With the Republican sweep, there is potential for significant changes happening under Trump’s administration compared to a divided government. Given the wide range of outcomes, we expect some near-term market volatility. Bob also shares actionable insights on portfolio strategies for stocks and bonds, helping investors navigate this uncertain landscape. Plus, they dive into Elon Musk’s potential influence on the government, Fed rates, inflation trends, and the S&P 500's momentum.Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    23 min

  4. 11/07/2024

    Impacts of the Election on the Markets & Economy

    Join Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, as they discuss Tuesday’s election results and the potential market and economic impact of the policies President-Elect Donald Trump discussed on the campaign trail. Stock markets responded positively to the potential for new tax cuts, extension of the Tax Cuts and Jobs Act, and deregulation, which could benefit economic growth. On the other hand, the rise in bond yields signals worry that fiscal stimulus, anticipated tariff increases, and immigration reform may lead to higher debt, inflation, and slowing global trade.  Tune in as we discuss the markets, economy, and strategies to help protect your investment portfolio during this time of uncertainty.Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth. We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    28 min

  5. 10/24/2024

    3 Financial Challenges Women Face & How to Overcome Them

    Women face unique challenges and setbacks compared to men when it comes to finances. From longer life expectancies, to earning less, and greater caregiving responsibilities, on this episode Kenzie Ferris, CFP, CLTC, AWMA and Wealth Manager at Heritage Financial, shares some common financial challenges faced by women and ways to get ahead of them.  Would you rather avoid this conversation? You aren’t alone. Talking about finances can be uncomfortable and complicated. But the fact is that over 90% of women will be solely responsible for their finances at some point in their lives. Talking about your money, your goals, your worries, and planning for the expected-and unexpected-can help you feel more confident and empowered. Let’s start the conversation!Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth. We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    20 min

  6. 10/03/2024

    Market Update: China, U.S. Consumers & Allocations

    With only a quarter left to go, investors are pleased with 2024’s stock and bond markets thus far. Heritage Financial’s Chief Investment Officer, Bob Weisse, joins CEO, Sammy Azzouz, to discuss recent performance and:  * David Tepper’s call to “buy everything related to China”* The health of the US consumer* Bonds are no longer ugly-get your bond allocation right* What to look for when investing in small cap stocks* Developing ways to be more tax efficient Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth. We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    26 min

  7. 09/26/2024

    How to Retire Successfully: There’s More to it Than Money

    We are honored to welcome Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement and director of personal finance and retirement planning at Morningstar, to our podcast. Whether you are planning for retirement or already retired, you’ll gain insight on how to find success in retirement financially and otherwise, from those who have studied retirement for decades.* How to think about retirement spending* Avoiding common retirement challenges* The connection between relationships and success in retirement and life* The bucket approach to asset allocation – how to think about it and how it can add value* Long-term care decision making and options to explore* How covid has impacted retirement, financially and non-financiallyTake your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    41 min

  8. 09/05/2024

    Market Update: Carry Trades, Rebalancing & The Fed

    Michael Waldron, Heritage Financial’s Director of Portfolio Management, joins Sammy Azzouz to discuss what’s going on in the markets and investment universe today.* What are carry trades and why they impacted global markets so dramatically in August.* Rebalancing portfolios to capitalize on today’s stock and bond markets.* The Feds messaging and the impact its already had on rates.* Market performance during election years and what to pay attention to instead of which party gets elected.* And finally, both avid readers, Michael and Sammy discuss their recent reads.* Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

    31 min
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5
out of 5
50 Ratings

About

Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.

Information

  • Creator
    Heritage Financial Services
  • Years Active
    2022 - 2025
  • Episodes
    67
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Wealthy Behavior
  • Show Website
    Wealthy Behavior

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