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.
All content for Wealthy Behavior is the property of Heritage Financial Services and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Markets continued their upward trend in June, reflecting investor resilience despite ongoing global uncertainty.In this episode, Bob Weisse, Heritage Financial's CIO, joins Sammy Azzouz, CEO, to explore what’s driving strong market performance, offering historical context and some investment opportunities.He also discusses how the investment landscape has evolved—many products once reserved for institutions, such as interval funds, are now more accessible to individual investors.Bob shares his framework for evaluating alternative investments, often called the “third pillar” of investing. But is diversification alone enough to justify their place in a portfolio? He breaks down the wide range of strategies, fee structures, and market exposures to consider.Plus, we answer a listener question: Why aren’t we investing in gold right now?* Send your questions to wealthybehavior@heritagefinancial.net,* Visit us at www.heritagefinancial.net (https://heritagefinancial.net/).* And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.
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.
