You & Your Money

Tax season may still feel far away, but major changes are coming—and early preparation will be key. 

In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide-ranging impact of the One Big Beautiful Bill Act. 

If you want to get ahead of the curve (and avoid April surprises) this is the episode you’ll want to hear.

Full episode down below. ⬇️

#ConfidencePartnershipForLife

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2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. 

In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2025, the lessons every investor should take into the new year, and why discipline and diversification mattered more than ever. Don’t miss this clear, actionable recap to close out the year with confidence.

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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 

While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. 

And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.

In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® walks you through key strategies to help you give more while saving more on taxes.

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Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning. WHZ Senior Partner & Chief Investment Officer Laurence Hale, AAMS® CRPS® explains. 

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In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this episode of You and Your Money, WHZ Senior Partner and Chief Investment Officer Laurence Hale joins host Gary to break down how to separate media noise from meaningful financial insight.

From the ongoing government shutdown and shifting tariff policies to inflation updates, rate cuts, and market volatility, Laurence explains why the most attention-grabbing stories often lack the context needed for good decision-making. He uncovers what’s really happening beneath the headlines—and why long-term planning, discipline, and emotional awareness matter far more than day-to-day market moves.

Listeners will learn:

• Why markets often behave differently than the headlines suggest
• How tariff announcements, shutdowns, and rate decisions actually impact investors
• The difference between volatility and true long-term risk
• How behavioral finance shapes our reactions—and how to avoid costly emotional decisions
• Why “time in the market” consistently beats “timing the market”
• The three questions to ask yourself before reacting to any financial news story

Laurence also shares practical guidance on navigating uncertainty, including how a written financial plan can act as an anchor during turbulent times.

If you want to worry less, plan smarter, and keep your financial life on track no matter what’s in the news cycle, this episode will give you clarity—and confidence.

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Find out what's been happening in the financial markets with this quick rundown from WHZ Senior Partner and Chief Investment Officer Laurence Hale.

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Most people think about saving for retirement but many never think about the high costs of medical and other care that can be required as we age. In this episode, WHZ Senior Partner & Chief Investment Officer Laurence Hale and Heather O'Rourke of Simplify Life Services, LLC break down what you need to know and do now in order to live well when you're older.

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Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty.     

So, perhaps now more than ever, investors should review their portfolios to ensure they have recently been rebalanced and reflect their risk tolerance. 

In this episode, we share some of the worries the market will have to surmount in the second half of the year in order to continue climbing, and what you should consider doing to keep your portfolio balanced.

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Get the latest insights on how the financial markets are performing from WHZ's Managing Partner, Advisory Leisl L Langevin, CFP® CDFA®.

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