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 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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