Wealthy Behavior

Recent Episodes

AI’s Impact, Middle East Conflict & Market Volatility

Posted March 5, 2026 • 00:27:30

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...

Investing in Transition: Fed Leadership, Cycles & Tech Disruption

Posted February 5, 2026 • 00:30:02

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...

2025 Reflections and 2026 Forecasts

Posted January 8, 2026 • 00:31:04

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...

Inside Private Markets, Data Trends, and AI

Posted December 19, 2025 • 00:33:38

Bob Weisse, Chief Investment Officer at Heritage Financial, joins President & CEO Sammy Azzouz for a timely conversation on private markets. Together,...

All the Presidents' Money

Posted December 4, 2025 • 00:35:18

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...