Wealthy Behavior

Is Your Portfolio Ready for 2025?


Listen Later

Markets started strong in 2025, but uncertainty and volatility loom. How should investors respond?


In this episode, Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, break down what’s happening in the markets and how to make smarter investment decisions in today’s environment, including:


  • The latest on Fed policy and what it means for your portfolio
  • Fixed income investing—why it matters, the risks, and how to invest in different sectors
  • The danger of chasing recent winners and how to avoid common mistakes
  • Behavioral finance basics that every investor should know


Plus, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.


Have questions or topics you’d like us to cover? We’d love to hear from you! Email us at [email protected].

...more
View all episodesView all episodes
Download on the App Store

Wealthy BehaviorBy Heritage Financial Services

  • 5
  • 5
  • 5
  • 5
  • 5

5

54 ratings


More shows like Wealthy Behavior

View all
The Bill Simmons Podcast by The Ringer

The Bill Simmons Podcast

30,177 Listeners

Up First from NPR by NPR

Up First from NPR

56,516 Listeners

The Zach Lowe Show by The Ringer

The Zach Lowe Show

2,130 Listeners

The Ryen Russillo Show by Barstool Sports

The Ryen Russillo Show

2,943 Listeners