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You & Your Money episodes
- 5 Mistakes Millennials Are Making With Their Retirement Accounts
There are certain mistakes that Millennials commonly make in saving for retirement. Find out how to avoid them from WHZ VP and Financial Advisor Michael Baum CFP® RICP®.
See how we can help you create a financial strategy to help you #PlanInvestLiveWell, now and in the future: whzwealth.com/balancing-act- 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 - WHZ Monthly Market Update: October, 2022
- 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.com2 min - 4 Things to Consider If You Want to Retire Early
There are 4 questions you should ask yourself if you want to retire early. On this latest You and Your Money podcast, Michael Baum, CFP®, RICP® shares what they are, and why they matter.
Listen & Subscribe:
🔊 Apple Podcasts: https://loom.ly/XuFX4HE
🔊 Spotify: https://loom.ly/AREcC3gSee how we can help you create a financial strategy to help you #PlanInvestLiveWell right now: whzwealth.com/our-process
LEARN MORE:
https://www.whzwealth.com/4-things-consider-if-you-want-retire-early
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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 - You & Your Money on Apple Podcasts:
- Why Hybrid Retirement Might Be The Answer
Early retirement can open new opportunities but it can also pose significant risks. Here's a. look at how hybrid retirement may offer the best of both worlds, with Laurence Hale, AAMS®, CRPS®.
LEARN MORE:
http://www.whzwealth.com/why-hybrid-retirement-may-be-answer
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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 - You & Your Money on Apple Podcasts:
- Why You Need an Estate Plan Now (Even If You're Young)
Estate plans are NOT just for the older and wealthier. Hear what you need to know from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®.
LEARN MORE:
https://www.whzwealth.com/why-you-need-estate-plan-now-even-if-youre-young
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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.com21 min - You & Your Money on Apple Podcasts:
- Positive Changes for Retirement Could Be Coming
Whether you've just started saving or you're already retired – you'll want to know about this. Listen now 👉 whzwealth.com/air
#YouAndYourMoney #podcast #PlanInvestLiveWell
Listen & Subscribe:
👉Apple Podcasts: https://loom.ly/XuFX4HE
👉Spotify: https://loom.ly/AREcC3g
See how how our Plan Well, Invest Well, Live Well strategic process can help you achieve your ideal retirement: whzwealth.com/our-process- 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 - How Businesses Can Survive (and Even Thrive) During High Inflation
WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® breaks down what to do if your business's profit margin is feeling the pinch from high inflation.
LEARN MORE:
https://www.whzwealth.com/four-steps-help-your-business-survive-and-thrive-during-high-inflation
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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.com14 min - You & Your Money on Apple Podcasts:
- How We're Growing to Keep Helping You to Plan Well, Invest Well, Live Well™
We've got new team members, expanding expertise and other great news to share on how we're growing to help you #PlanInvestLiveWell – meet our advisors and get the scoop in this edition of You & Your Money.
LEARN MORE:
https://www.whzwealth.com
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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.com15 min - You & Your Money on Apple Podcasts:
- Connecticut Business Owners: Are You Ready for the MyCTSavings Requirements?
Beginning this month, most CT employers will be required to register with the MyCTSavings Program. Listen in to find out what this means for your business, your employees, and your bottom line...
READ MORE:
https://www.whzwealth.com/ct-business-owners-are-you-ready-myctsavings-program-requirements
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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.com29 min - You & Your Money on Apple Podcasts:
- Could Inflation Affect Your Retirement Plans?
Inflation is at a 40-year high. Hear how that could affect your retirement plans, and what you can do to counteract the effects, from WHZ Principal/Managing Partner Laurence Hale in this latest #YouAndYourMoney podcast.
READ MORE:
https://www.whzwealth.com/could-inflation-affect-your-retirement-plans
SUBSCRIBE:- You & Your Money on Apple Podcasts:
https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 - You & Your Money on Spotify:
https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b - Fearless Flyer Email:
Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer
- 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 - You & Your Money on Apple Podcasts:
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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