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.

Wealthy Behavior is a business podcast hosted by Heritage Financial Services, with 92 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Heritage Financial Services hosts Wealthy Behavior, a business show with 92 episodes published.

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  Wealthy Behavior

  AI’s Impact, Middle East Conflict & Market Volatility

  Mar 5, 202628 minS0

  <p>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.</p><p> </p>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...

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  Wealthy Behavior

  Investing in Transition: Fed Leadership, Cycles & Tech Disruption

  Feb 5, 202630 minS0

  <p>In this month’s Market Update, CIO Bob Weisse joins Sammy Azzouz to unpack what’s driving today’s financial markets—and what it could mean for investors going forward.</p><p>Tune in as they discuss:</p>President Trump’s nomination of Kevin Warsh as Fed ChairmanIf the economy appears strong, why are rate cuts still on the table?Where we are in the current market cycle—and how much longer markets could runUncharted territory: how sweeping technological change could reshape companies, economies, and investment opportunitiesWhy U.S. value stocks are leading the market (up ~5% YTD)A practical primer on fo...

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  Wealthy Behavior

  2025 Reflections and 2026 Forecasts

  Jan 8, 202631 minS0

  <p>In this first episode of the new year, Heritage Financial’s CIO, Bob Weisse, joins CEO Sammy Azzouz to reflect on 2025 market performance and share insights for the year ahead.</p><p> </p><p>2025 was a strong year for investors. U.S. equities delivered a third consecutive year of double-digit returns, international equities finally outperformed the U.S., and fixed income produced solid positive returns.</p><p> </p><p>So, what’s in store for 2026? Bob examines emerging trends and outlines Heritage’s 2026 Capital Market Assumptions—our long-term return forecasts—and explains how to evaluate the data, balance risk and return e...

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  Wealthy Behavior

  Inside Private Markets, Data Trends, and AI

  Dec 19, 202534 minS0

  <p>Bob Weisse, Chief Investment Officer at Heritage Financial, joins President & CEO Sammy Azzouz for a timely conversation on private markets. Together, they break down private credit and private equity, explore emerging risks across these asset classes, and share expectations for what lies ahead.</p><p><br /></p><p>The discussion then turns to our 2025 market outlook—what was forecasted, what actually unfolded, and how current market and economic conditions are shaping future expectations. Bob offers his perspective on:</p><p><br /></p>What’s driving weakness in today’s labor marketWhether tariff concerns and Fed fears were overblownWhether we’re in an...

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  Wealthy Behavior

  All the Presidents' Money

  Dec 4, 202535 minS0

  <p>We often think of U.S. presidents as financially savvy and immune to money worries—but the truth is, they’re a lot like us: each striving in their own way to achieve the elusive “American Dream.” Some built wealth through discipline and strategy, while others struggled to manage it.</p><p><br /></p><p>In this episode, Megan Gorman, founding partner of Chequers Financial Management and author of All the Presidents’ Money: How the Men Who Governed America Governed Their Money, shares insights from her deep dive into the personal finances of more than 30 U.S. presidents.</p><p><br /><...

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