Wealthy Behavior

About Wealthy Behavior

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.

Publisher

Heritage Financial Services

Category

business · business · education

Language

en

Explicit

No

First episode

31 Jan 2022

Latest episode

5 Mar 2026

Latest episodes

38 of 92 episodes have a transcript.

1. 

   5 Mar 2026TRANSCRIPT

   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

2. 

   5 Feb 2026TRANSCRIPT

   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.

3. 

   8 Jan 2026TRANSCRIPT

   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.

Inside a recent episode

AI’s Impact, Middle East Conflict & Market Volatility

Published 5 Mar 2026 · Transcript excerpt

[…] Yeah. No, I agree with it and maybe said just a little differently is there's been technological disruption to the labor markets for 100 plus years. Like if you go back to 1900, the stat I heard was 40 % of jobs were in agriculture. And now it's 2%. And if I said that's going to happen, oh no, what's going to happen to a 38 % of people who lost their job, well, they find other jobs. And even if you just look like in our career, so I was talking to a friend and he was talking about what he did in the 90s, he would rush into the office at 4 .30 in the morning to read the news so that when this is in financial services, so that when the bosses came in, he could tell them what's going on in markets. […]

Who has been a guest on Wealthy Behavior

Names identified in recent episode analyses. Showing up to five guests.

• Mark Hurley
• Heritage Financial advisors
• Ken Shinoda
• Ed Jastrem
• Liz Meyer

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

54 ratings

Spotify

5.0 / 5

10 ratings

Podcast Authority Score: 52 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

75

Social presence

0

YouTube

0

Engagement

71

Contact Wealthy Behavior

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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