Barry Ritholtz — Co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management, and host of the Masters in Business podcast — joins Sammy to discuss his new book, “How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them”.

Barry blends behavioral finance with data analysis to uncover some of the most common (and costly) investing mistakes — and how to steer clear of them. Tune in for actionable takeaways on failing better, managing market noise, and navigating the world of financial “experts.”

Plus, Barry explains why the childhood advice “Don’t take candy from strangers” also holds true for grown-up investors.

Send questions to wealthybehavior@heritagefinancial.net and don’t forget to rate the show!

And, 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.

Bob Weisse, CIO of Heritage Financial, joins Sammy Azzouz to break down the latest market trends and what investors need to know. While markets have shown improvement in recent weeks, signs of weakness remain, raising concerns about a potential recession.

Bob discusses the factors behind the Q1 GDP contraction and what it could signal for the broader economy. He also offers insights on how investors can navigate uncertainty and volatility, including an explanation of the difference between fundamental and technical price movements.

In addition, Bob shares his perspective on the small-cap market and, in light of Warren Buffett’s announcement that he will step down as CEO of Berkshire Hathaway, reflects on timeless investment lessons from one of history’s most influential investors.

Send questions to wealthybehavior@heritagefinancial.net and don’t forget to rate the show!

And, 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.

We usually advise against mixing politics and portfolios, but since the April 2 tariff announcement, politics—not fundamentals—have been driving the markets. Sammy Azzouz sits back down with Heritage Financial’s CIO, Bob Weisse, to unpack what’s happened since “Liberation Day” and answer some FAQs about the state of the investment universe today. If you’re wondering what just happened to your portfolio—and what could come next—tune in!

Send questions to wealthybehavior@heritagefinancial.net and don’t forget to rate the show!

And, 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.