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You & Your Money episodes
- Market Update | February, 2024
💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th...
Will these trends continue? Find out more in this quick market update from Michael Baum, CFP®, RICP®. ➡️- Subscribe to the You and Your Money podcast
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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.com5 min - How Business Owners Can Use AI to Achieve a Bigger Bottom Line
Looking for a COMPETITIVE ADVANTAGE for your business?
Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖- Subscribe to the You and Your Money podcast
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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.com9 min - Interest Rates, Investments & Innovation: A Look Ahead at 2024
Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year.
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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.com8 min - 5 Tips for Setting Your Financial Strategy for 2024
🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®.
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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.com17 min - Market Update | January, 2024
The S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%. Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market update from Leisl L. 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.com4 min - The Most Impactful Financial Changes of 2023
⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....
🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning.- Subscribe to the You and Your Money podcast
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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.com15 min - 2023 Bright Spots for Investors Despite Volatile Markets
🌟 The S&P 500 is up 13.5% this year through November 3, which is almost twice the index’s long-term average. Surprised? 🤯
💡Michael Baum, CFP®, RICP® explains how the market's resilience offers reasons to be grateful this holiday season.- Subscribe to the You and Your Money podcast
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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.com9 min - Monthly Market Update | December, 2023
🎙️"The Dow Jones Industrial Average closed at its HIGHEST level since January of 2022...."
💥 Michael Baum, CFP®, RICP® breaks down the latest news from the financial markets and how that may impact your finances during this busy holiday season.- Subscribe to the You and Your Money podcast
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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.com4 min - Phantom Stock Compensation: What it Is and What to Know
💥 High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know featuring Michael Baum, CFP®, RICP®. 👉
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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.com6 min - The 4 Best Coupon & Comparison Shopping Apps
Spend less and save more this holiday season with these top coupon and online shopping discount apps recommended by Leisl L. 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.com6 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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