Wealthy Behavior

Wealthy Behavior is an investment podcast that digs into the topics that are key to maximizing wealth and living a rich life. Brought to you by Heritage Financial, a Boston Massachusetts-based wealth management firm who helps busy, successful people pursue their financial goals and invest their money.

Hosted by me, Sammy Azzouz, a wealth manager from Boston, Heritage Financial’s President and CEO, and author of The Boston Advisor blog and personal finance book, Beyond the Basics: Maximizing, Allocating and Protecting Your Capital. My goal is to make a positive impact on people’s lives and use my expertise to simplify things for you with some great guests.

Email us at wealthybehavior@heritagefinancial.net with any questions, feedback, or suggestions.

Wealthy Behavior Investment Podcast Episodes:

January Market Update: Finding Balance in 2023

What’s In Your Portfolio?

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?

Who Says Bonds Are Boring?

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?

Presidents and Your Wealth 

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?

Investment Insights from an Industry Legend

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

A Crypto Currency Primer