You & Your Money

You & Your Money

By WHZ Strategic Wealth AdvisorsBusinessEducationInvesting
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You & Your Money episodes

  • Should You Add Cryptocurrency to Your Retirement Savings Strategy?

    Could cryptocurrency like Bitcoin help to fund your retirement? Find out the 4 key things to consider before investing, from WHZ Vice President,  Associate Financial Advisor Leisl L. Cording, CFP®.

    READ MORE on the WHZ Advisor Blog:
    whzwealth.com/should-you-add-bitcoin-your-retirement-savings-strategy
     
     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

    • Email:
       Get even more updates and insights to fearlessly pursue your financial goals with our Fearless Flyer newsletter: 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.com 

    8 min
  • How to Nix the "Behavior Gap" to Improve Your Finances

    There's often a psychological disconnect between the financial choices we intend to make and what we actually do. This "behavior gap" can really cost you. Hear how to overcome this common challenge for greater financial gains

    - 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.com 

    25 min
  • Retirement Savings & Budget Alert: 2022 Changes to IRAs, Social Security and Medicare

    You'll want to plan for these changes to retirement savings, Social Security and Medicare. Here are the details on the good, the bad and the bottom line action you should take right now, from WHZ Principal/Managing Partner and Chief Investment Officer Laurence Hale, AAMA, CRPS®.

    READ MORE on the WHZ Advisor Blog:
    https://www.whzwealth.com/retirement-savings-budget-alert-2022-changes-iras-social-security-and-medicare

    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

    • Email: 
      Get even more updates and insights  to fearlessly pursue your financial goals with our Fearless Flyer newsletter: https://www.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.com 

    12 min
  • Smart Ways to Give to the Causes You Care About

    Learn smart financial strategies to maximize the impact you can make on the causes you care about, from WHZ Principal/Managing Partner and Chief Goal Strategist 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.com 

    13 min
  • Gifts That Help Loved Ones Live Well

    Struggling to find the perfect gift? Listen as WHZ  Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® shares two gift ideas that could be life-changing for a loved one and offer financial benefits for you, too. 

    Read more: 
    whzwealth.com/gifts-help-loved-ones-live-well-and-offer-tax-advantages-too

    Subscribe to the Fearless Flyer:
    Build the financial confidence to pursue all your life's goals fearlessly with WHZ's monthly newsletter: 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.com 

    24 min
  • Gifts That Help Loved Ones Live Well

    Struggling to find the perfect gift? Listen as WHZ  Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® shares two gift ideas that could be life-changing for a loved one and offer financial benefits for you, too. 

    Read more: 
    whzwealth.com/gifts-help-loved-ones-live-well-and-offer-tax-advantages-too

    Subscribe to the Fearless Flyer:
    Build the financial confidence to pursue all your life's goals fearlessly with WHZ's monthly newsletter: whzwealth.com/fearless-flyer

    24 min
  • How Major Life Events Could Affect Your Taxes

    If you got married, added to your family or bought a house this year, here's how it could affect your finances at tax time (and what you can do about it).

    - 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.com 

    10 min
  • How to Turn Your Tax Bill Into Retirement Savings

    If you're likely to owe taxes this year, you could channel some (or even all) of that money into retirement savings instead. Listen now to find out how.

    - 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.com 

    10 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.

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