Wealthy Behavior

Presidents and Your Wealth


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In honor of America’s birthday, this month’s episode of Wealthy Behavior digs into the history of our country’s banking, currency, and overall economic system, and how key decisions made almost 250 years ago are the drivers of our wealth today. Host Sammy Azzouz is joined by guest and fellow history buff Michael Waldron, Director of Portfolio Management at Heritage Financial, to talk about:


  • the first ever U.S. asset bubble more than 200 years ago and how it’s related to our current banking system,
  • what the transition to the greenback after the Civil War can tell us about digital currencies today, and
  • what role today’s Coast Guard and prohibition played in our current tax system.


An intriguing listen for anyone building wealth, even if you aren’t a history buff yourself. 


Check out Sammy and Michael’s top book recommendations on the history of politics, economics, and prosperity in America. https://www.thebostonadvisor.com/best-presidential-biographies/


We'd love to hear from you! Email us at [email protected] or visit www.heritagefinancial.net.

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Wealthy BehaviorBy Heritage Financial Services

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