You & Your Money: Recent Episodes

Weiss, Hale & Zahansky Strategic Wealth Advisors

Tune in to listen to the advisors of Weiss, Hale & Zahansky Strategic Wealth Advisors discuss all things finance. From retirement to college saving, Laurence Hale, Leisl Cording, and Jim Zahansky discuss various topics of financial planning to encourage you to Live Well.

For high earners in their 30s, 40s, and early 50s, the One Big Beautiful Bill Act creates a new tax and financial planning environment. The higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts for children all deserve attention, but not every provision calls for immediate action. The opportunity is to coordinate tax, savings, education, charitable, and family wealth strategies over multiple years rather than treating each rule as a one-time tax break.

Find out what you need to know from Holly C. Wanegar, CFP®.

Read the companion blog post >

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Inflation is rising, but despite that, corporate earnings have continued to grow. In this episode, find out what this tug of war between inflation and earnings could mean for your investments.

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Get caught up on the markets and what it could mean for you and your wallet, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA.

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Do you have enough saved for your stage in life? Find out the metrics that really matter, and how you stack up, in this latest episode of You and Your Money with Jonathan Mathews, CFP®.

See the companion blog post: https://whzwealth.com/blog/how-much-should-you-really-have-saved-by-age-40-50-60

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For high-income earners, mid-year is a critical window to evaluate compensation, tax exposure, and long-term planning strategies. In this episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation decisions with tax strategy in order to reduce surprises and create more control.

Read the companion blog post: https://whzwealth.com/blog/three-powerful-mid-year-financial-moves-for-executives

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Mid-year is a critical time for business owners to capitalize on successes gained in the first half of the year, and course-correct when things aren't going as planned. In this episode, get a checklist of what to look for and do from WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®.

Read the companion blog post >

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From the ripple effects of the war in Iran to the financial markets here at home, get caught up with what’s affecting your portfolio and your bank account in our June Market Update, featuring Jonathan Mathews, CFP®.

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Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews, CFP®.

READ THE COMPANION BLOG POST >

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Graduation is more than a milestone; it’s a critical financial starting point. In this episode, learn how to help the grad in your life get started out on strong financial footing from WHZ's AVP, Wealth Advisor Logan Lum.

LEARN MORE IN THE COMPANION BLOG POST >

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How does war impact the stock market and economy? WHZ Senior Managing Partner & Chief Strategist Jim Zahansky shares how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.

READ THE COMPANION BLOG >

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AI can do a lot. So can it also help you strategize your financial plan and investments?

Find out the opportunities and limitations of working with AI to manage your wealth in our latest episode featuring WHZ Senior Managing Partner & Chief Strategist Jim Zahansky.

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Find out how volatile world events are affecting the markets and potentially your investments, in our latest Market Update podcast with WHZ Senior Managing Partner & Chief Strategist Jim Zahansky.

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Many next-gen investors are particularly interested in alternative investments. But is it a good idea to add more of them to portfolios? WHZ's Leisl L. Langevin, CFP® CDFA® shares what to consider as you determine what's right for your specific financial goals.

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If you struggle with having confidence in your financial decisions, you're not alone (particularly if you're a woman).

In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® explains the steps you can take to build up that confidence so you can move more confidently toward your goals.

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Business owners: find out how to position yourself and your business for the Great Wealth Transfer.

In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory, share the specific strategies that business owners should put into place now, and in the years leading up to succession.

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Find out how the war in Iran is affecting everything from the markets to individual finances, and what you can do to weather the impacts, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®,

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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®.

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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

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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.

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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.

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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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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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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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With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

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WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.

READ THE COMPANION BLOG POST >

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The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.

READ THE COMPANION BLOG POST >

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Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credit score healthy.

Read more about it on our blog >

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Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, CFP®.

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Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted retirement plans. In this episode, WHZ's Jonathan Mathews shares what you can do to protect your health and wealth during retirement.

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Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And yet earnings continued to improve, overcoming a wall of worry and ascending to new heights despite a long list of scary news headlines. But how?

In this episode, WHZ's Jim Zahansky, AWMA® takes stock of how the markets have managed to push past all these worries and hit record levels recently.

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Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.

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If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement.

In this episode of You & Your Money, WHZ Senior Partner, Chief Strategist Jim Zahansky shares the critical moves you need to make right now to maximize your retirement funds for the near future.

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Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when your money works for you, rather than you constantly working for money. In this episode, WHZ Managing Partner Leisl Langevin shares what to do – and what to avoid – in order to achieve and maintain financial freedom over the long term.

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The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.

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Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility.

In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financial checkup, and what to be particularly aware of for 2025.

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Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®.

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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

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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

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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

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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

Subscribe to the You and Your Money podcast
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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

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.

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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

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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

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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.

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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.

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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®.

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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.

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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 determine which approach may be better for you and your loved ones.

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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®.

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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.

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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®.

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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.

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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.

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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®.

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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®.

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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.

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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.

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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.

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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®.

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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®.

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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.

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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.

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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.

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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.

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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, stay up to date with this Market Update from Leisl Langevin, CFP, CDFA.

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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.

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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.

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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.

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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®.

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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!

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What is the best way to SAVE for COLLEGE? 👩‍🎓

🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach.

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🚀 Recent data shows that GDP growth is slowing, but inflation remains constant...

What does that mean for you and your money? Find out in this quick update from 🎙️ Leisl Langevin, CFP® CDFA®.

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Should you SAVE or INVEST? 🤔

Examine the key factors to help determine the right balance of both on the latest #YouAndYourMoney podcast with Michael Baum, CFP®, RICP®.

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Why are long-term investors wise to tune out the political noise during election cycles?

Laurence Hale, AAMS®, CRPS® explains.

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Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀

🎙️ Listen in and learn why...

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💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️

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The stock market is off to a TREMENDOUS start in 2024...

BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑

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OWE TAXES? 🏦
See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.

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Want to LIMIT TAXES while INVESTING 💸 for the future?

Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉

PlanInvestLiveWell #taxsavvy

taxplanning #investing

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This #WomensHistoryMonth, get financial advice for women, from women. 💪

Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their financial freedom. 💥

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💥 The S&P and Dow Jones hit new highs in late January.

What does that mean for you and your money? Find out in this quick update from Leisl L. Langevin, CFP® CDFA®. 🎙️

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PREPARATION is key to seamless tax planning. 📝

Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time.

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Tired of winter's icy chill and craving warmth? 🏖️

🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age.

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Learn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund.

✨ Featuring Laurence Hale, AAMS®, CRPS®

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💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th...

Will these trends continue? Find out more in this quick market update from Michael Baum, CFP®, RICP®. ➡️

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Looking for a COMPETITIVE ADVANTAGE for your business?

Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖

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Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year.

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🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®.

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The S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%. Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market update from Leisl L. Langevin, CFP®, CDFA®.

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⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning.

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🌟 The S&P 500 is up 13.5% this year through November 3, which is almost twice the index’s long-term average. Surprised? 🤯

💡Michael Baum, CFP®, RICP® explains how the market's resilience offers reasons to be grateful this holiday season.

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🎙️"The Dow Jones Industrial Average closed at its HIGHEST level since January of 2022...."

💥 Michael Baum, CFP®, RICP® breaks down the latest news from the financial markets and how that may impact your finances during this busy holiday season.

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💥 High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know featuring Michael Baum, CFP®, RICP®. 👉

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Small business owners, did you know that offering your employees a retirement savings plan can benefit your company? 💡💥

Here's how you can get started with some insight provided by Jim Zahansky, AWMA®.

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As Back To School Season is among us, tune in to see why helping your children pay off their student loans may not be the best financial decision. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®. 🎓

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Is your estate strategy prepared for possible changes? 🏠
Here are 5 key considerations provided by Laurence Hale, AAMS®, CRPS® that you may want to consider as part of your financial strategy.

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💡 Explore the invaluable impact that establishing a trust can have on your financial well-being. Learn more from Leisl L. Cording, CFP®, CDFA® about this crucial tool and how it can empower you, regardless of your financial status. 🎯

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🎙️"We came into the year not exactly sure what was going to happen in the markets due to the fact that there is significant inflation. Interest rates were rising. And, all of those factors have started to moderate a bit..."

💥 Tune in for more on what's happening in the financial markets and how that can affect your finances, featuring Jim Zahansky, AWMA®.

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To make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy. 💡🚀

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Setting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy presented by Leisl L. Cording, CFP®, CDFA®.

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Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor from Leisl L. Cording, CFP®, CDFA®.

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It's time for the Monthly Market Update! Tune in to hear what's happening in the markets and how it may affect you, featuring Leisl L. Cording, CFP®, CDFA®.

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Don't let market volatility deter you from achieving your financial goals. Tune in now and learn how to make the most of challenging times with these 5 tips presented by Laurence Hale, AAMS®, CRPS®.

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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®.

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Considering making a job or career change soon? Tune in for some important financial steps to take before leaving a job on the latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.

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Will your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring Jim Zahansky, AWMA®.

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👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring Michael Baum, CFP®, RICP®.

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It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®.

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While student loans are very common, most find it hard to stay on track when paying them back. Refinancing may seem like a good option, but make sure to educate yourself with these 10 must-know facts presented by Michael Baum, CFP®, RICP®.

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Balancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable from Leisl L. Cording, CFP®, CDFA®.

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Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®, CDFA®.

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Divorce is a difficult process to go through, especially when it comes to the financial aspect. Tune in for some important insight presented to you by Leisl L. Cording, CFP®, CDFA® (Certified Divorce Financial Analyst).

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Want to put your investments where your values are? Find out how to do it through ESG investing on our latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.

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About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds, presented by Laurence Hale, AAMS®, CRPS®.

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It's time for the Monthly Market Update! Hear what's happening in the markets and how it may affect you, featuring Laurence Hale, AAMS®, CRPS®.

YouAndYourMoney #MonthlyMarketUpdate

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Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here are 10 steps presented to you by Leisl L. Cording, CFP®, CDFA®.

PlanInvestLiveWell YouAndYourMoney #podcast #businessowners #taxaudit

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As #WomensHistoryMonth comes to a close, tune in for helpful advice and insight about women in the world of finance featuring Leisl L. Cording, CFP® CDFA®, Holly Wanegar, Daria Zalewska, and Kate Pitts.

Find more financial resources for women at whzwealth.com/WomenLivingWell

PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #empoweringwomen #womenshistorymonth

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We're loving our new office in Tolland! Hear what fueled the opening of our second location and what we're looking forward to in the future featuring Jim Zahansky, AWMA® and Laurence Hale, AAMS®, CRPS®.

PlanInvestLiveWell #Tolland #NewOffice

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It's that time of the month again! Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Laurence Hale, AAMS®, CRPS®.

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Empowering women requires empowering financial independence, too. Here are 5 steps to financial empowerment from Leisl L. Cording, CFP® CDFA® .

Find more financial resources for women at whzwealth.com/WomenLivingWell

PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #womenshistorymonth #empoweringwomen

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Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps presented by Laurence Hale, AAMS®, CRPS®.

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Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA®.

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Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Jim Zahansky, AWMA®.

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Business owners and leaders – learn how to boost employee retention while helping your team to Live Well by combatting one of their biggest stressors: money. Featuring Jim Zahansky, AWMA®.

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Make 2023 a better year for your finances as well as your stress level, with these seven steps recommended by Michael Baum, CFP®, RICP®.

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From a wrap-up of the volatile market in 2022, to good news about U.S. treasuries and a quick outlook on the first quarter of 2023, hear what's happening in the markets and how it may affect you in our latest Monthly Market Update from Michael Baum, CFP® RICP®.

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If your businesses is feeling the pinch of current economic conditions, cash flow may be suffering. Find out the warning signs to look for – and what to do about it – from Jim Zahansky, AWMA®.

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Spend less and save more in 2023 with these top coupon and online shopping discount apps recommended by Leisl L. Cording, CFP®.

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Changes in life and in the tax code could have a big impact on whether you’ll end up owing at tax time. Here's what to know and do before the end of this year.

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Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®.

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Family caregivers give their all to the ones they love. But what can they do to make sure their own needs (financial and otherwise) are taken care of, too? Listen as Leisl L. Cording, CFP® shares some tips.

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Hear what's happening in the markets and how that may affect your investments in our latest You & Your Money Monthly Market Update, with Laurence Hale, AAMS®, CRPS®.

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Hear what's happening in the markets and how that may affect your investments in our latest You & Your Money Monthly Market Update, with Laurence Hale, AAMS®, CRPS®.

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So, you've got investments – great! But that's only part of what you need to build wealth. Laurence Hale, AAMS, CRPS® explains the other crucial thing you need to have in place in order to achieve your goals.

See how Weiss, Hale & Zahansky Strategic Wealth Advisors can help you create a financial strategy to help you #PlanInvestLiveWell, now and in the future: whzwealth.com

Most of us are all too familiar with the effects of inflation these days. Falling for the "Money Illusion" on top of it could deal your wallet a double-whammy. Find out what the Money Illusion is and how to avoid it from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®.

See how our #PlanInvestLiveWell strategic financial planning process can keep you on track to your goals, even in a tough market: https://whzwealth.com/services-and-strategy

There are certain mistakes that Millennials commonly make in saving for retirement. Find out how to avoid them from WHZ VP and Financial Advisor Michael Baum.

See how we can help you create a financial strategy to help you #PlanInvestLiveWell, now and in the future: whzwealth.com/balancing-act

There are 4 questions you should ask yourself if you want to retire early. On this latest You and Your Money podcast, Michael Baum, CFP®, RICP® shares what they are, and why they matter.

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Early retirement can open new opportunities but it can also pose significant risks. Here's a. look at how hybrid retirement may offer the best of both worlds, with Laurence Hale, AAMS, CRPS®.

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Estate plans are NOT just for the older and wealthier. Hear what you need to know from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®.

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Whether you've just started saving or you're already retired – you'll want to know about this. Listen now 👉 whzwealth.com/air

YouAndYourMoney #podcast #PlanInvestLiveWell

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WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® breaks down what to do if your business's profit margin is feeling the pinch from high inflation.

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We've got new team members, expanding expertise and other great news to share on how we're growing to help you #PlanInvestLiveWell – meet our advisors and get the scoop in this edition of You & Your Money.

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Beginning this month, most CT employers will be required to register with the MyCTSavings Program. Listen in to find out what this means for your business, your employees, and your bottom line...

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Inflation is at a 40-year high. Hear how that could affect your retirement plans, and what you can do to counteract the effects, from WHZ Principal/Managing Partner Laurence Hale in this latest #YouAndYourMoney podcast.

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It's a tough choice, and a common one for many parents. Listen in to hear how to approach the decision with everyone's benefit in mind.

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https://www.whzwealth.com/funding-retirement-vs-your-childrens-college-education

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Market volatility is high, but your stress doesn't have to be. Here are the investment insights and perspective you need to stress less and stay on track.

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Small businesses can make for an excellent investment, but only if you ask the right questions first. WHZ's Jim Zahansky breaks down what you need to know.

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Prefer to put your money where your values are? Here's how to invest in companies that are eco-friendly or adhere to other types of socially conscious values.

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Whether your credit is pretty good or not so great, taking steps to improve it can help you reach your goals much more quickly. Listen and find out what you need to know.

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If you're feeling the financial pinch of inflation (and who isn't) here's how you might be able to free up some cash.

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Only 25% of financial advisors are female and even fewer are in leadership. Leisl Cording, CFP® is both. Here's her advice to other women on finding financial empowerment and success. 💪

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Whether you're single now or not, there are 4 things you should have in place to ensure you can Live Well on your own in retirement.

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Forget the roses and chocolates. This Valentine's Day, gift your partner (and yourself) with these financial relationship tips.

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The more you earn, the more complicated your finances and taxes tend to become. Listen now to find out how to avoid overpaying in taxes this year and in years to come.

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Could cryptocurrency like Bitcoin help to fund your retirement? Find out the 4 key things to consider before investing, from WHZ Vice President, Associate Financial Advisor Leisl L. Cording, CFP®.

READ MORE on the WHZ Advisor Blog:
whzwealth.com/should-you-add-bitcoin-your-retirement-savings-strategy

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There's often a psychological disconnect between the financial choices we intend to make and what we actually do. This "behavior gap" can really cost you. Hear how to overcome this common challenge for greater financial gains

You'll want to plan for these changes to retirement savings, Social Security and Medicare. Here are the details on the good, the bad and the bottom line action you should take right now, from WHZ Principal/Managing Partner and Chief Investment Officer Laurence Hale, AAMA, CRPS®.

READ MORE on the WHZ Advisor Blog:
https://www.whzwealth.com/retirement-savings-budget-alert-2022-changes-iras-social-security-and-medicare

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Learn smart financial strategies to maximize the impact you can make on the causes you care about, from WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA®.

Struggling to find the perfect gift? Listen as WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® shares two gift ideas that could be life-changing for a loved one and offer financial benefits for you, too.

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If you got married, added to your family or bought a house this year, here's how it could affect your finances at tax time (and what you can do about it).

If you're likely to owe taxes this year, you could channel some (or even all) of that money into retirement savings instead. Listen now to find out how.

Did you think investment planning ends at retirement? That's a big mistake. It's just as important after retirement, although the focus is very different. Hear what you need to know in this latest You & Your Money podcast with WHZ Vice President and Associate Financial Advisor Leisl Cording, CFP®.