In our final blog post of the year, we are sharing our most recent Wealthy Behavior podcast episode. We wrap up a great year of amazing guests, excellent listener questions, and delivering insight to listeners by highlighting 6 timeless investment strategies and lessons discussed in our 2024 episodes.
Tune in to hear
- Caleb Silver, Editor in Chief at Investopedia and an Emmy-nominated business journalist, share the building blocks of financial literacy.
- Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, is excited for investors in international markets and shares insight on the importance of investing internationally.
- Our CIO, Bob Weisse, answers a common client question – If you have the choice, should you invest a lump sum of money all at once or wade into the market by dollar cost averaging?
- Here at Heritage Financial, we have been investing in private equity for over 15 years as we believe the asset class can add value to investors’ portfolios. Bob Weisse explains the differences between private equity and venture capital that investors should know.
- A wealth of knowledge, Bob Weisse joins once again this time to discuss private credit–an overview of what is it and how can it fit in a portfolio.
- How much money do I need to retire comfortably? While financial security is essential, true success in retirement goes beyond money. Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, shares advice for those 5-10 years from retirement.
Click the image below to listen
Full epsides of our Wealthy Behavior podcast are available under the Insights section of our website or by searching for Wealthy Behavior on all the major podcast platforms.
We’d love to hear from you. Tell us what you would like to hear about in 2025! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net. And be sure to listen in, rate the show, and subscribe so you don’t miss a new episode!
We wish you and yours a healthy, prosperous and very…
