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You & Your Money episodes
- Tips for Teaching Kids Financial Literacy
Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀
🎙️ Listen in and learn why...- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com6 min - Monthly Market Update | April, 2024
💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.
What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com3 min - Stocks Are Up: What To Do Now
The stock market is off to a TREMENDOUS start in 2024...
BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com7 min - Owe Taxes? Do This Before You File and Save...
OWE TAXES? 🏦
See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com19 min - How to Save Taxes on Your Investments
Want to LIMIT TAXES while INVESTING 💸 for the future?
Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉
#PlanInvestLiveWell #taxsavvy
#taxplanning #investing- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com9 min - Financial Advice for Women, from Women
This #WomensHistoryMonth, get financial advice for women, from women. 💪
Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their financial freedom. 💥- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com8 min - Market Update | March, 2024
💥 The S&P and Dow Jones hit new highs in late January.
What does that mean for you and your money? Find out in this quick update from Leisl L. Langevin, CFP® CDFA®. 🎙️- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com3 min - Why You Should Plan Taxes 2 Years at a Time
PREPARATION is key to seamless tax planning. 📝
Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time.- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com18 min - How to Afford Seasonal Living
Tired of winter's icy chill and craving warmth? 🏖️
🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age.- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com12 min - 529 Tax Plan Benefits & Financial Aid Awareness Month
Learn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund.
✨ Featuring Laurence Hale, AAMS®, CRPS®- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com9 min
About You & Your Money
From the publisher's feed
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…
planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
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