You & Your Money

🎙️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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Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.

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WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. 

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There's a lot to consider when going through a divorce, and your finances are certainly no exception. Certified Divorce Financial Analyst Leisl Langevin shares what to know and do to protect your assets in this latest episode.

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All indications point to interest rates continuing to lower in the coming months. Find out what it could mean for You and Your Money on this week's episode with Michael Baum, CFP® RICP®.  

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The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim Zahansky, AWMA®. 

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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications.

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Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track.

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Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications.

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In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question.

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