Wealthy Behavior

Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.

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Getting Into Holiday “Spirits”

Posted November 14, 202200:35:45

Holiday parties and planning are in full swing! As a host, what should you serve your thirsty guests? You want to be a gracious guest, what should you...

November Market Update: The Beginning of the End?

Posted November 3, 202200:27:04

Month to month the markets have been performing differently, but throughout 2022 the story has remained the same. Inflation is high, the Fed is fighting...

The Worst Financial Advice On the Internet

Posted October 20, 202200:36:02

As Heritage Financial’s Director of Financial Planning, Ed Jastrem is no stranger to hearing and reading outlandish financial “advice” such as...

October Market Update: Is the Fed Overshooting?

Posted October 10, 202200:29:30

Though summer has ended, investors felt the heat during September’s mini meltdown. In this episode host, Sammy Azzouz, and Heritage Financial’s...

Who Says Bonds Are Boring?

Posted September 26, 202200:36:02

Host Sammy Azzouz gets an inside look at the wild ride of storied bond shop, PIMCO, with guest Mary...