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You & Your Money episodes
- How (and Why) to Empower Employee Financial Wellness
Business owners and leaders – learn how to boost employee retention while helping your team to Live Well by combatting one of their biggest stressors: money. 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.com26 min - 7 Financial Moves to Make 2023 Less Stressful
Make 2023 a better year for your finances as well as your stress level, with these seven steps recommended by 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.com9 min - Monthly Market Update | January, 2023
From a wrap-up of the volatile market in 2022, to good news about U.S. treasuries and a quick outlook on the first quarter of 2023, hear what's happening in the markets and how it may affect you in our latest Monthly Market Update 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.com5 min - 5 Signs Your Business May Be Facing a Cash Flow Crisis
If your businesses is feeling the pinch of current economic conditions, cash flow may be suffering. Find out the warning signs to look for – and what to do about it – from 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.com8 min - End-of-the-Year Money Moves
Changes in life and in the tax code could have a big impact on whether you’ll end up owing at tax time. Here's what to know and do before the end of 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.com22 min - WHZ Market Update: December, 2022
Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®.
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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 - What Family Caregivers Need to Know About Retiring Early
Family caregivers give their all to the ones they love. But what can they do to make sure their own needs (financial and otherwise) are taken care of, too? Listen as Leisl L. Cording, CFP® CDFA® shares some tips.
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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 - Monthly Market Update | November, 2022
Hear what's happening in the markets and how that may affect your investments in our latest You & Your Money Monthly Market Update, with 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 - Investments Aren't Enough – Here's Why
So, you've got investments – great! But that's only part of what you need to build wealth. Laurence Hale, AAMS®, CRPS® explains the other crucial thing you need to have in place in order to achieve your goals.
See how Weiss, Hale & Zahansky Strategic Wealth Advisors can help you create a financial strategy to help you #PlanInvestLiveWell, now and in the future: whzwealth.com- 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.com13 min - Don't Make Inflation Worse By Falling for The "Money Illusion"
Most of us are all too familiar with the effects of inflation these days. Falling for the "Money Illusion" on top of it could deal your wallet a double-whammy. Find out what the Money Illusion is and how to avoid it from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®.
See how our #PlanInvestLiveWell strategic financial planning process can keep you on track to your goals, even in a tough market: https://whzwealth.com/services-and-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.com18 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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