Wealthy Behavior

Wealthy Behavior


Through the Lens of An Optimist

October 19, 2023

Special guest, Sam Ro, financial writer and the founder and editor of the finance newsletter TKer.co, joins Heritage Financial President & CEO, Sammy Azzouz, on this episode of Wealthy Behavior.


Sam is a self-described optimist in the long-term and cautious optimist in the short-term. He helps investors who are aiming to build wealth over time. Through Sam’s curated news, data, and insights he helps weed through the noisy, attention-grabbing financial headlines (that he used to create), amplifies important themes that he feels don’t get enough coverage, and helps investors of all experience levels make sense of what’s really happening in the markets and economy.


Listen in as Sammy and Sam discuss how to think about today’s long-term trends, 10 truths about the stock market that investors aren’t seeing, and more!


We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.


*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!


Like what you heard and want to join the Tker community?


Tker has both a free and paid subscription and Sam is offering Wealthy Behavior listeners 3-months of free access to a premium newsletter subscription. Visit www.tker.co/subscribe and subscribe to the free newsletter. Once you get an email confirmation, reply to that with a note saying you heard about TKer on the Wealthy Behavior podcast.


*Heritage Financial is not affiliated with Tker.co and no compensation has or will be provided in exchange for any subscriptions.