Wealthy Behavior

Wealthy Behavior is a podcast I host with special guests to discuss the topics, strategies, and behaviors that are key to building wealth and living a rich life. My goal is to dig deeper into the things you need to know so you don’t have to and translate the finance talk into something accessible you can use. More about me here.

Subscribe to the Wealthy Behavior Podcast:


What’s Going on with the FAANG Stocks? Talking to Heritage Financial’s Chief Investment Officer, Bob Weisse, about the FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google). Most investors hold these stocks whether they realize it or not. Tune in to hear Bob’s thoughts on why the stocks are suffering right now, which of the FAANG stocks are expensive or cheap, what the longer-term outlook is like for these companies, and how investors should think about these popular stocks as part of a diversified portfolio.

Is NOW the right time to invest in stocks? It’s an age-old question asked by the most serious of investors. Just a few months ago markets were at all-time highs. Now, we are dealing with heightened volatility in the face of economic and geopolitical uncertainty. Both scenarios make investors nervous that we are on the precipice of a decline, but for different reasons. What conditions should investors look for before putting their money to work? In this episode of Wealthy Behavior, our guest Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors is helping us answer the question, “When’s the ideal time to invest?”.

Minimizing Personal Risk and Liability to Protect your Wealth Building wealth is rewarding. Failing to adequately protect your wealth is a mistake. In this episode, we’re talking about personal risk and liability. How much could you lose if you are sued? Will you have enough if you’re the one that gets injured? And what should you do from day-to-day to protect yourself from the ever-growing threat landscape that comes with our global and digital reality? Tune in as we pick the brains of a personal injury attorney and personal risk manager.

A Crypto Currency Primer Curious about crypto? I chat with David Lebovitz, JP Morgan Global Market Strategist to provide listeners a primer on cryptocurrency. What they are, how the technology behind them works, why the buzz, talking about the different coins, and how to think about them as an investor.