Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. 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 and CEO 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.
Wealthy Behavior
Claim This Podcastby Heritage Financial Services
5.0(64 reviews)
92 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
52
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality75
Social0
YouTube0
Engagement71
Podcast Overview
Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. 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 and CEO 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.
Language
🇺🇲
Publishing Since
1/31/2022
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52
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality75
Social0
YouTube0
Engagement71
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10
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excellent
Episode Length
33 minutes
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Recent Episodes
March 5, 2026
AI’s Impact, Middle East Conflict & Market Volatility
February may have been the shortest month of the year, but it delivered no shortage of market-moving events. Bob Weisse joins Sammy Azzouz to break down what’s driving today’s financial markets—and what it could mean for investors. * A pessimistic report from Cetrini Research, 2028 Global Intelligence Crisis, raised concerns about artificial intelligence’s economic impact, sparking stock market sell-offs, sector rotations, and widespread debate. Sammy and Bob share their perspective on the findings and the broader implications of technological disruption.* Escalating conflict in the Middle East prompted swift reactions in both stock and bond markets. We discuss what long-term investors should consider amid heightened volatility and uncertainty.* Bond yields have risen while bond prices have declined. We explain what’s driving this unusual dynamic in fixed income markets. Visit us at www.heritagefinancial.net
February 5, 2026
Investing in Transition: Fed Leadership, Cycles & Tech Disruption
CIO Bob Weisse analyzes current financial markets with Sammy Azzouz, discussing Fed leadership, market cycles, and technological disruption, offering insights for investors in this interview.
January 8, 2026
2025 Reflections and 2026 Forecasts
CIO Bob Weisse discusses 2025 market performance with CEO Sammy Azzouz and forecasts emerging trends for 2026, including capital market assumptions and gold investments, in this interview.
92 total episodes available with 15 transcripts
Recent guests on Wealthy Behavior
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Bob Weisse
Guest
Mark Hurley
Guest
Heritage Financial advisors
Guest
Sammy Azzouz
Guest
Ken Shinoda
Guest
Ed Jastrem
Guest
Liz Meyer
Guest
Barry Ritholtz
Guest
Michael Santoli
Guest
Deep-dive analytics for Wealthy Behavior
Frequently asked questions
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- What is Wealthy Behavior?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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