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You & Your Money

Author: WHZ Strategic Wealth Advisors

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© 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors

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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

219 Episodes
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Marketplace Sticker Shock: How OBBBA Changed The Healthcare Equation

Marketplace Sticker Shock: How OBBBA Changed The Healthcare Equation

2026-10-2812:03

Retired before 65 or self-employed? Your marketplace health insurance probably costs a lot more this year. In this episode, Jonathan Mathews, CFP®, explains how the One Big Beautiful Bill Act (OBBBA) changed the math. Read the companion blog post > - 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: whzwe...
Why Your Financial Plan Should Ignore the Headlines This Fall

Why Your Financial Plan Should Ignore the Headlines This Fall

2026-10-2108:31

Shutdown headlines and midterm coverage will be everywhere this fall. Your financial plan doesn't have to follow along. On this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares what history shows about shutdowns and midterm years, plus the three things that deserve your attention instead. Read the companion 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 st...
Market Update | October 2026

Market Update | October 2026

2026-10-1402:44

What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet. - 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
Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31

Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31

2026-10-0712:41

Fall is the last stretch of the year when you still have real options... On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last quarter of the year is when the most valuable planning decisions still have a door open. It all runs on a calendar-year clock, and most planning cannot be fixed in January. Here are the moves worth reviewing this fall, along with the figures that apply ...
The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know

The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know

2026-09-3017:59

IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the companion blog post: https://whzwealth.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-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 li...
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