Summer Reads and Listens

As you fire up the barbecue, soak in some sunshine, and enjoy time with friends and family, find some time this Independence Day to learn something new.

– Latest Wealthy Behavior podcast episodes –

Click the picture to be taken to the podcast page or listen on Apple, Spotify, Amazon, Google – wherever you get your podcasts!

July Market Update The End is Near

Keep More of What You Earn Taxes

New Rules For Using Debt to Build Wealth

Value of An Advisor Podcast

And in honor of America’s birthday, we are re-sharing this episode of Wealthy Behavior that 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.

Presidents and Your Wealth

– Book Recommendations from Heritage Team Members –

Principles, by Ray Dalio

Investor and entrepreneur, Ray Dalio, shares the principles that he believes led to the success of his firm, Bridgewater Associates.

When Women Lead, by Julia Boorstin

Stories of obstacles, lessons learned, and successes from women leaders meant to inspire all leaders.

Against the Gods: The Remarkable Story of Risk, by Peter L. Bernstein

Peter Bernstein argues that the notion of bringing risk under control is one of the central ideas that distinguishes modern times from the distant past.

Own It, The Power of Women at Work, by Sallie Krawcheck

Recommended reading for any woman ready to take their career to the next level.

– Recommendations curated by Sammy Azzouz, Heritage President & CEO –

Best Financial Literacy Books

Best Books I Read in 2022