You & Your Money

By WHZ Strategic Wealth Advisors

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 plann

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FAQs about You & Your Money:

How many episodes does You & Your Money have?

The podcast currently has 169 episodes available.

You & Your Money episodes:

February 12, 2025 The Unique Estate Planning Challenges That Women Face
Why do women face unique estate planning challenges? WHZ Associate Vice President Holly Wanegar, CFP® shares an overview and what to do about them.
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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.com
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8min
February 05, 2025 3 Big Changes to Retirement Savings Rules in 2025
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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.com
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6min
January 29, 2025 The Retire and Relocate Strategy
It's a growing trend for retirees looking to stretch their savings. Could it be a good option for you? Find out what to consider on the latest You And Your Money podcast with 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.com
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7min
January 22, 2025 2025 Financial Outlook
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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.com
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19min
January 15, 2025 Monthly Market Update: January 2025
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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.com
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5min
January 08, 2025 Tax Implications of Receiving an Inheritance
If you received an inheritance this year, you won't want to miss this episode. Laurence Hale, AAMS®, CRPS® shares tips and insights on how to pay less taxes on the inheritance, so you can make the most of the financial gift you've been given.
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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.com
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21min
January 01, 2025 How to Gift Others With a Rich Life
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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.com
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7min
December 18, 2024 Financial Year in Review
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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.com
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23min
December 16, 2024 Gifting vs Inheritance
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. Both strategies have potential benefits and drawbacks for you and your beneficiaries. Understanding the key differences between gifting and inheritance can help you determine which approach may be better for you and your loved ones.
- 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
...more
6min
December 11, 2024 Market Update | December 2024
Stay informed with market insights, economic analyses, and strategic wealth management opportunities that can help empower your financial future. Learn more in the latest market update with Holly Wanegar, CFP®.
- 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
...more
3min

FAQs about You & Your Money:

How many episodes does You & Your Money have?

The podcast currently has 169 episodes available.

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