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You & Your Money

WHZ 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 independen ...
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Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later 21:11

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Listen in as the WHZ advisory team shares their experience of living through the first weeks of the pandemic, how the helped clients to navigate the financial and other uncertainties of that time, and how those lessons carry through strongly into today's uncertain environment as well. - Subscribe to the You and Your Money podcast - Follow us on Fac…
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Financial Empowerment Tips for Women Business Owners 5:29

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Holly C. Wanegar, CFP® shares how women can leverage strategic financial planning and partnerships to help build both business success and personal financial security. - 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 Abs…
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The Unique Estate Planning Challenges That Women Face 7:04

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Why do women face unique estate planning challenges? WHZ Associate Vice President Holly Wanegar, CFP® shares an overview and what to do about them. - 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, Un…
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The Retire and Relocate Strategy 6:38

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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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strate…
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Tax Implications of Receiving an Inheritance 20:54

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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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - Se…
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Gifting vs Inheritance 5:49

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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 determin…
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Market Update | December 2024 2:41

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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 f…
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How to Give More to The Charities You Want to Support 6:11

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There are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how. - 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 …
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Market Update | November 2024 2:01

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The economy is growing but what about the stock market and your retirement investments? Find out in the latest Market Update with Laurence Hale, AAMS® CRPS®. - 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 Conf…
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Trump Presidency 2.0: What It Could Mean for the Financial Markets 20:12

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As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances. WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet. - Subscribe to the You and Your Money …
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Dealing With the Financial Impacts of A Serious Diagnosis 6:03

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If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that. - 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…
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New Option to Help Pay Off Student Debt Faster 6:31

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In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring Michael Baum, CFP® RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we…
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Monthly Market Update | October, 2024 3:06

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🎙️Get the scoop on the latest news from the financial markets in our October Market Update with Leisl 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, Fo…
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AI's Effects on Financial Management 14:08

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Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces. - Subscribe to the You and Your Money podcast …
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The Presidential Candidates On The Economy 7:17

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WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial str…
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Dividing Assets at Divorce: What to Know 14:29

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There's a lot to consider when going through a divorce, and your finances are certainly no exception. Certified Divorce Financial Analyst Leisl Langevin shares what to know and do to protect your assets in this latest episode. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can cre…
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Market Update | September 2024 2:38

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All indications point to interest rates continuing to lower in the coming months. Find out what it could mean for You and Your Money on this week's episode with Michael Baum, CFP® RICP®. - 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 hel…
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Market Update | August 2024 3:18

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The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim 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 financi…
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Why Bonds Should Be Part of Your Retirement Portfolio 5:52

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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
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Smart Mid Year Money Moves 6:10

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Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…
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How to Choose Which Business Structure is Best for Your Business 14:35

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Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications. - Subscribe to the You and Your Money podcast …
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When to Invest Back Into Markets After Interest Rates Are High 7:23

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In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question. - Subscribe to the You and Your Money podcast - Foll…
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July Market Update 2:37

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Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, sta…
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Planning Your Retirement Lifestyle 14:39

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Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - Se…
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2024 Mid Year Outlook 8:19

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Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedI…
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3 Steps To Financial Freedom 6:28

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This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to financial freedom. - Subscribe to the You …
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Monthly Market Update | June, 2024 2:53

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🚀 It's been a record-breaking year for the markets so far this year, but what about those interest rate hikes? What does that mean for you and your money? Find out in this quick update from 🎙️ 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 tail…
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5 Tips for Managing A Large Inheritance 8:45

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When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance! - Subscribe to the You and Yo…
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