Wealthy Behavior
Wealthy Behavior is an investment podcast hosted by Sammy Azzouz, the President and CEO of Heritage Financial, a wealth management firm based in Boston, Massachusetts.
The investment podcasts are dedicated to exploring topics that are crucial to maximizing wealth and living a rich life.
Sammy is also the author of The Boston Advisor blog and personal finance book Beyond the Basics: Maximizing, Allocating and Protecting Your Capital. His goal is to make a positive impact on people’s lives and simplify finance with the help of expert guests.
Listeners can reach out to Wealthy Behavior at wealthybehavior@heritagefinancial.net with any questions, feedback or suggestions.
Wealthy Behavior Investment Podcast Episodes:
Inflation, Markets, and the Magnificent 7
April Market Update: A Resilient First Quarter
Global Elections; The “Swift” Expansion; Home Country Bias & More with Jeffrey Kleintop
March Market Update & A Primer on Private Equity vs. Venture Capital
Get Smart, Stay Smart with Caleb Silver
Monthly Market Review: A Strong Start
What’s in Store for the Markets in 2024
Monthly Market Update: A Merry December
December Market Update: November’s Historic Rally
Shut Up & Keep Talking with CNBC’s Bob Pisani
November Market Update: Three Things to Watch
Through the Lens of An Optimist
October Market Update: A Yield Explosion
A Primer on Mortgage-Backed Securities
September Market Update: A Look Back & A Look Ahead
August Market Update: What Caught Our Eye In July
The Beat on the Street with CNBC’s Michael Santoli
July Market Update: The End Is Near
Keep More of What You Earn: Taxes
June Market Update: Resiliency Remains
New Rules for Using Debt to Build Wealth
May Market Update: A Game Of Wait & See
What Are You Leaving On The Table?
April Market Update: Bonds Are Back
March Market Update: February’s Swoon
Chip War with Author Chris Miller
February Market Update: Politics and Portfolios
The Health & Wealth Connection
January Market Update: Finding Balance in 2023
December Market Update: Does The Fed See What We See?
Getting Into Holiday “Spirits”
November Market Update: The Beginning of the End?
The Worst Financial Advice On the Internet
October Market Update: Is the Fed Overshooting?
September Market Update: A New Direction?
Not All Investments Are a Bust This Year.
August Market Update: Why Are Stocks Up In the Face of a Recession?
It IS Different This Time. It’s Actually Not As Bad.
Are You Getting Paid for the Money You Spend?
Is the worst behind us for stocks or is this a good entry point?
A Quarter Century of Investment Insight
What’s Going on with the FAANG Stocks?
Is NOW the right time to invest in stocks?
Minimizing Personal Risk and Liability to Protect your Wealth