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 started strong in 2025, but uncertainty and volatility loom. How should investors respond?In this episode, Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, break down what’s happening in the markets and how to make smarter investment decisions in today’s environment, including:* The latest on Fed policy and what it means for your portfolio* Fixed income investing—why it matters, the risks, and how to invest in different sectors* The danger of chasing recent winners and how to avoid common mistakes* Behavioral finance basics that every investor should knowPlus, 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.Have questions or topics you’d like us to cover? We’d love to hear from you! Email us at wealthybehavior@heritagefinancial.net.
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.
