You & Your Money

There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's Holly C. Wanegar, CFP®.

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in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share how tax law and financial policy is changing all the time and that is certainly true now, as the Great Wealth Transfer gets underway.

Find out how the latest changes could affect your and your family's wealth so you can put the right measures in place to not just keep your generational wealth, but grow it.

SEE MORE & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer

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The One Big Beautiful Bill Act, or OBBBA, is bringing a host of changes to financial policy this year. Tune in to find out how they could affect your finances in both the short and long term.

Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews.

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Learn how to create and preserve generational wealth!

in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share:

💥 Why what you do NOW could make or break your ability to protect and grow wealth from one generation to the next
💥 Exactly what's at stake in the coming "Great Wealth Transfer
💥 Common mistakes that could cost you your family's wealth
💥 Immediate steps to take right now to get set up for success instead

SEE THE FULL EPISODE LINEUP & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer 

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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 

There's a lot happening in the world, and in the markets. WHZ Strategic Wealth Advisors' Holly C. Wanegar, CFP® brings you up to date on what you need to know.

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Do you typically look forward to a big tax refund? If so, you're probably doing taxes all wrong. In this episode, Holly C. Wanegar, CFP® shares how you can minimize what you pay in taxes in the first place, and keep more of your hard-earned money working for YOU. 

Read more on the WHZ blog >

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NEW THINGS TO KNOW TO MAXIMIZE YOUR RETIREMENT 💰
Whether you're 5 years away from retirement or 25, you'll want to tune in to this episode, featuring WHZ Associate Vice President, Lead Wealth Advisor Logan Lum.

Read more about this on the WHZ blog >

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Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work, produce, and create value. 

For investors, the real question today is not whether AI will change the labor market (it will), but how those changes may influence the broader economy and financial markets over time.

In this episode WHZ Senior Managing Partner James Zahansky discusses the possibilities. 

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New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®.

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Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares 

If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. This 5-step framework incorporates plenty of that, while giving you a clear path forward.

Get more details in the blog: https://whzwealth.com/blog/how-to-prioritize-your-financial-goals-for-2026

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