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.

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August Market Update: Why Are Stocks Up In the Face of a Recession? July’s market moves seemed paradoxical – a recession becomes more likely, yet stocks rose during the month. Investor concerns are shifting from inflation being the top concern to the anticipation of an economic recession.

Presidents and Your Wealth. In honor of America’s birthday, this month’s episode of Wealthy Behavior digs into the history of our country’s banking, currency, and overall economic system, and how key decisions made almost 250 years ago are the drivers of our wealth today. 

It IS Different This Time. It’s Actually Not As Bad. Why we’re somewhat optimistic about this downturn compared to other ones.

Are You Getting Paid for the Money You Spend? We discuss using credit card rewards programs to maximize the power of your wealth and get some free perks along the way.

Is the worst behind us for stocks or is this a good entry point? Listen to hear thoughts on the likelihood for further declines in stocks, why to not invest in TIPS despite current inflation levels, and how investors should be thinking about rebalancing their portfolios in the current environment.

Investment Insights from an Industry Legend. Chuck Bean, Founder and CEO of Heritage Financial talks about investing in today’s markets, the top financial planning mistakes he sees wealthy people make (and how to avoid them), the most important thing business owners can do to add value to their business, and how to be successful in life.

What’s Going on with the FAANG Stocks? Talking to Heritage Financial’s Chief Investment Officer, Bob Weisse, about the FAANG stocks.

Is NOW the right time to invest in stocks? Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors helps us determine “When’s the ideal time to invest?”.

Minimizing Personal Risk and Liability to Protect your Wealth. Tune in as we pick the brains of a personal injury attorney and personal risk manager on how to protect yourself through careful planning and asset protection tools.

A Crypto Currency Primer. I chat with David Lebovitz, JP Morgan Global Market Strategist to provide listeners a primer on cryptocurrency.