Your actions have spoken! In case you missed them, we are recapping our most popular articles and podcast episodes over the past year, including retirement success and realities, credit cards, how to keep more of your hard-earned dollars, and more.
Let us know what topics you want to read and listen to in 2025 @ letstalk@heritagefinancial.net
Articles
Each week we publish content that covers a wide variety of topics that impact your wealth. This includes investments and financial planning topics, but also important lifestyle topics. If you aren’t already subscribed, sign up to have these delivered right to your inbox.
- Do I Have to Pay My Credit Card Annual Fee?
- The Retirement Tax Timebomb
- What to Consider When Buying a Second Home
- Retirement Expectations vs. Reality
- What to Know About Manging Your Parents Estate
- Employee Stock Purchase Plans
Wealthy Behavior Podcast
Click the respective links to listen, or listen on Apple, Spotify, YouTube, wherever you prefer to listen to podcasts. Two new episodes are released each month, be sure to subscribe on your favorite platform so you don’t miss one!
- Lessons in Risk: From Brothels to Retirement; Featuring Allison Schrager, economist and author of An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk.
- Planning for The Tax Cut Sunset; Featuring Heritage Financial’s Chief Planning Officer, Ed Jastrem.
- How to Retire Successfully: There’s More to it Than Money; Featuring Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement and director of personal finance and retirement planning at Morningstar.
- How to Cut Through the Noise; Featuring Sam Ro, financial writer and founder of the finance newsletter TKer.
- Get Smart, Stay Smart; Featuring Caleb Silver, Editor in Chief at Investopedia.
Save the Date!
Our 2025 Market Outlook webinar will be held on Thursday, January 23 at 12pm ET. Can’t make it? Register and we’ll send you the recording. And stay tuned for the article and podcast episode coming in January!
