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You & Your Money episodes
- Why Now Is A Great Time for Business Owners to Start a Retirement Plan
Small business owners, did you know that offering your employees a retirement savings plan can benefit your company? 💡💥
Here's how you can get started with some insight provided by Jim Zahansky, AWMA®.- 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.com8 min - Navigate Paying Off Your Child's Student Loans: 5 Things To Consider
As Back To School Season is among us, tune in to see why helping your children pay off their student loans may not be the best financial decision. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®. 🎓
- 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 - Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth
Is your estate strategy prepared for possible changes? 🏠
Here are 5 key considerations provided by Laurence Hale, AAMS®, CRPS® that you may want to consider as part of your financial strategy.- 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 - More Control, Less Taxes & More: Why & How to Establish A Trust
💡 Explore the invaluable impact that establishing a trust can have on your financial well-being. Learn more from Leisl L. Cording, CFP®, CDFA® about this crucial tool and how it can empower you, regardless of your financial status. 🎯
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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.com16 min - Monthly Market Update | August, 2023
🎙️"We came into the year not exactly sure what was going to happen in the markets due to the fact that there is significant inflation. Interest rates were rising. And, all of those factors have started to moderate a bit..."
💥 Tune in for more on what's happening in the financial markets and how that can affect your finances, featuring Jim Zahansky, AWMA®.- 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 - Why Everyone Needs an Inheritance Strategy
To make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy. 💡🚀
- 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 - When and How to Update Your Retirement Plan
Setting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy presented by Leisl L. Cording, 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.com9 min - Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help
Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor from Leisl L. Cording, CFP®, CDFA®.
- 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 - Monthly Market Update | July, 2023
It's time for the Monthly Market Update! Tune in to hear what's happening in the markets and how it may affect you, featuring Leisl L. Cording, CFP®, CDFA®.
- 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.com6 min - 5 Tips for Investing In a Down Market
Don't let market volatility deter you from achieving your financial goals. Tune in now and learn how to make the most of challenging times with these 5 tips presented by Laurence Hale, AAMS®, CRPS®.
- 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
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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