Claim OwnershipYou & Your Money
Subscribed: 23Played: 93
Subscribe
© 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors
Description
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
191 Episodes
Reverse
Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James 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
What comes *after* the Great Wealth Transfer? In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strategies, family conversations and commitments that are required to keep growing family wealth after it's inherited. Find out more and download the free guide: whzwealth.com/WealthTransfer - 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...
Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad. In our latest You And Your Money podcast, WHZ Senior Partner and Chief Investment Officer Laurence Hale uses a historical lens to help shed some light on today's market fluctuations. - 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 ...
Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future. The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the missing piece. In this episode, the partners at WHZ Strategic Wealth Advisors and KKC Law share what women can do to become more empowered in handling – and creating – wealth. - Subscribe to the You and Y...
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®. - 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
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 wealt...
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. - 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...
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 💥 Im...
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. - 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
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 > - 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 Confiden...
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 > - 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....
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 marke...
New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®. - 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
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...
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 epis...
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. - Subscribe to the You and Your Money podcast - Follow us...
- 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
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 ...
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. - 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, Unwaver...
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 s...
Comments
Download from Google Play
Download from App Store
United States