Podcast

About Wealthy Behavior: Heritage Financial Services

Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life. 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 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.

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Episode 5

Investment Insights from an Industry Legend

This month on Wealthy Behavior, industry legend Chuck Bean, Founder and CEO of Heritage Financial, is sharing his insight from more than three decades as an investor, financial planner, and entrepreneur. Listen as he talks to Sammy 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.

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Episode 4

What’s Going on with the FAANG Stocks?

In this bonus episode of Wealthy Behavior, Sammy talks 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.

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Episode 3

Is NOW the right time to invest in stocks?

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?”.

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Episode 2

Minimizing Personal Risk and Liability to Protect your Wealth

Building wealth is rewarding. Failing to adequately protect your wealth is a mistake. In episode 2 of Wealthy Behavior, 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 our two guests: a personal injury attorney and a personal risk manager.

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Episode 1

A Crypto Currency Primer

Curious about crypto? In our debut podcast Heritage Financial President, Sammy Azzouz, chats 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.

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