You & Your Money

By WHZ Strategic Wealth Advisors

Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.

From strategic financial plann

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FAQs about You & Your Money:

How many episodes does You & Your Money have?

The podcast currently has 133 episodes available.

You & Your Money episodes:

January 01, 2025 How to Gift Others With a Rich Life
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7min
December 18, 2024 Financial Year in Review
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23min
December 16, 2024 Gifting vs Inheritance
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. Both strategies have potential benefits and drawbacks for you and your beneficiaries. Understanding the key differences between gifting and inheritance can help you determine which approach may be better for you and your loved ones.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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6min
December 11, 2024 Market Update | December 2024
Stay informed with market insights, economic analyses, and strategic wealth management opportunities that can help empower your financial future. Learn more in the latest market update with Holly Wanegar, CFP®.
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3min
December 04, 2024 How to Give More to The Charities You Want to Support
There are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how.
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7min
November 27, 2024 Market Update | November 2024
The economy is growing but what about the stock market and your retirement investments? Find out in the latest Market Update with Laurence Hale, AAMS® CRPS®.
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3min
November 13, 2024 Trump Presidency 2.0: What It Could Mean for the Financial Markets
As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances.

WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet.
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21min
November 06, 2024 Dealing With the Financial Impacts of A Serious Diagnosis
If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that.
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7min
October 30, 2024 New Option to Help Pay Off Student Debt Faster
In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring Michael Baum, CFP® RICP®.
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7min
October 23, 2024 Monthly Market Update | October, 2024
🎙️Get the scoop on the latest news from the financial markets in our October Market Update with Leisl Langevin, CFP® CDFA®.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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4min

FAQs about You & Your Money:

How many episodes does You & Your Money have?

The podcast currently has 133 episodes available.

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