Your actions have spoken! We are recapping our most popular articles and podcast episodes over the past year, including protecting and sharing your assets, common mistakes, timeless financial lessons, strategies to keep more of your hard-earned dollars, and more.
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.
- The Importance of Funding a Revocable Trust
- How Much Cash Should You Have on Hand?
- Safeguarding Your Wealth: Essential Asset Protection Strategies
- Tips for Those Living in the Sandwich Generation
- Trend Alert: Temporary Retirement
- Preparing Heirs for the $84 Trillion Wealth Transfer
- How Grandparents Can Help with College Costs
Wealthy Behavior Podcast
Click the respective links to listen, or tune in 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!
- Timeless Lessons: Advisors Share Their Favorite Financial Advice
- Estate Planning Strategies and Common Mistakes; Featuring Liz Meyer, JD, Heritage Financial’s Estate Planning Specialist
- OBBBA: Key Impacts on Individuals and Business Owners; Featuring Ed Jastrem, Heritage Financial’s Chief Planning Officer
- Between the Headlines; Featuring Michael Santoli, Senior Markets Commentator at CNBC
- How Not to Invest: The Ideas, Numbers, and Behaviors that Destroy Wealth— and How to Avoid Them; Featuring Barry Ritholtz, author, Co-founder of Ritholtz Wealth Management, and host of the Masters in Business podcast
- International vs. U.S. Markets: A Shift in Opportunity; Featuring Jeffrey Kleintop, Former Chief Global Investment Strategist at Charles Schwab
Resources
One Big Beautiful Bill Act (OBBBA) – A one-stop OBBBA resource page dedicated to providing insights that will help you understand OBBBA’s provisions and how they may impact your finances for years to come.
Let us know what topics you want to read and listen to in 2026 @ letstalk@heritagefinancial.net
