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You & Your Money episodes
- Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth
About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds, presented by Laurence Hale, AAMS®, CRPS®.
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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.com7 min - Monthly Market Update | April, 2023
It's time for the Monthly Market Update! Hear what's happening in the markets and how it may affect you, featuring Laurence Hale, AAMS®, CRPS®.
#YouAndYourMoney #MonthlyMarketUpdate- 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 - 10 Steps to Avoiding a Small Business Audit
Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here are 10 steps presented to you by Leisl L. Cording, CFP®, CDFA®.
#PlanInvestLiveWell YouAndYourMoney #podcast #businessowners #taxaudit- 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.com7 min - Women & Finance
As #WomensHistoryMonth comes to a close, tune in for helpful advice and insight about women in the world of finance featuring Leisl L. Cording, CFP® CDFA®, Holly Wanegar, Daria Zalewska, and Kate Pitts.
Find more financial resources for women at whzwealth.com/WomenLivingWell
#PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #empoweringwomen #womenshistorymonth- 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.com11 min - Quality-Focused Growth Continues: Second Office Opens in Tolland
We're loving our new office in Tolland! Hear what fueled the opening of our second location and what we're looking forward to in the future featuring Jim Zahansky, AWMA® and Laurence Hale, AAMS®, CRPS®.
#PlanInvestLiveWell #Tolland #NewOffice- 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.com10 min - Monthly Market Update | March, 2023
It's that time of the month again! Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Laurence Hale, AAMS®, CRPS®.
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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 - 5 Steps to Financial Empowerment for Women
Empowering women requires empowering financial independence, too. Here are 5 steps to financial empowerment from Leisl L. Cording, CFP® CDFA® .
Find more financial resources for women at whzwealth.com/WomenLivingWell
#PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #womenshistorymonth #empoweringwomen- 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 - How to Minimize Taxes While Transferring Wealth
Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps presented by Laurence Hale, AAMS®, CRPS®.
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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.com11 min - Tax Changes You Need to Know About for 2022
Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA®.
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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 | February, 2023
Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring 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.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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