Best Zahansky Strategic Wealth Advisors Podcasts (2024)

1
5 Tips for Managing A Large Inheritance 8:45

3d ago8:45

8:45

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…

1
Best Ways to Save for College 4:50

10d ago4:50

4:50

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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well,…

1
Monthly Market Update | May, 2024 5:54

21d ago5:54

5:54

🚀 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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to…

1
Is It Better To Save or Invest? 6:54

28d ago6:54

6:54

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Inv…

1
Yes, It’s An Election Year – But Markets Don’t Play Politics 17:37

1M ago17:37

17:37

Why are long-term investors wise to tune out the political noise during election cycles? 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…

1
Tips for Teaching Kids Financial Literacy 5:38

1M ago5:38

5:38

Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀 🎙️ Listen in and learn why... - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…

1
Monthly Market Update | April, 2024 2:38

2M ago2:38

2:38

💥 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®. 🎙️ - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and You…

1
Stocks Are Up: What To Do Now 6:34

2M ago6:34

6:34

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 🔑 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwe…

1
Owe Taxes? Do This Before You File and Save... 18:55

2M ago18:55

18:55

OWE TAXES? 🏦 See how you can keep more money in your own pocket with valuable 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…

1
How to Save Taxes on Your Investments 8:42

2M ago8:42

8:42

Want to LIMIT TAXES while INVESTING 💸 for the future? Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 #PlanInvestLiveWell #taxsavvy #taxplanning #investing - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you…

1
Financial Advice for Women, from Women 7:15

3M ago7:15

7:15

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. 💥 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can…

1
Market Update | March, 2024 2:36

3M ago2:36

2:36

💥 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®. 🎙️ - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Inv…

1
Why You Should Plan Taxes 2 Years at a Time 17:25

3M ago17:25

17:25

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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Li…

1
How to Afford Seasonal Living 11:22

3M ago11:22

11:22

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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Li…

1
529 Tax Plan Benefits & Financial Aid Awareness Month 8:25

4M ago8:25

8:25

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® - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help yo…

1
Market Update | February, 2024 5:00

4M ago5:00

5:00

💥 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®. ➡️ - Subscribe to the You and Your Money podcast - Follow us on F…

1
How Business Owners Can Use AI to Achieve a Bigger Bottom Line 8:46

4M ago8:46

8:46

Looking for a COMPETITIVE ADVANTAGE for your business? Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth…

1
Interest Rates, Investments & Innovation: A Look Ahead at 2024 7:13

4M ago7:13

7:13

Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…

1
5 Tips for Setting Your Financial Strategy for 2024 16:16

5M ago16:16

16:16

🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…

1
Market Update | January, 2024 3:33

5M ago3:33

3:33

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube…

1
The Most Impactful Financial Changes of 2023 14:31

6M ago14:31

14:31

⚡ 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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can he…

1
2023 Bright Spots for Investors Despite Volatile Markets 8:06

6M ago8:06

8:06

🌟 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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how …

1
Monthly Market Update | December, 2023 3:06

6M ago3:06

3:06

🎙️"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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - …

1
Phantom Stock Compensation: What it Is and What to Know 5:57

6M ago5:57

5:57

💥 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®. 👉 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you creat…

1
The 4 Best Coupon & Comparison Shopping Apps 5:47

7M ago5:47

5:47

Spend less and save more this holiday season with these top coupon and online shopping discount apps recommended by 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live We…

1
Top End-of-Year Financial Moves for 2023 7:47

7M ago7:47

7:47

💥 The end of the year is still an excellent time to get ahead and manage your personal finances. 💥 👉 Here are some things you might want to consider before closing out 2023 presented by Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailo…

1
Monthly Market Update | November, 2023 6:36

7M ago6:36

6:36

🎙️"The markets are definitely digesting the fact that the Fed DID NOT raise rates, and some performance figures are actually a little bit higher....." 🎯 Find out what's happening in the financial markets from Laurence Hale, AAMS®, CRPS® and how that may impact your finances. ➡️ - Subscribe to the You and Your Money podcast - Follow us on Facebook, …

1
The Pros and Cons of Rising Interest Rates 18:46

7M ago18:46

18:46

This year interest rates have risen to levels that haven’t been seen in more than 15 years. 😱 ⚖️ Weigh the pros and cons of rising interest rates and how they impact your financial strategy presented by Laurence Hale, AAMS®, CRPS® . - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we c…

1
The Most Critical Component for Wealth Building 8:52

7M ago8:52

8:52

What if we told you building wealth isn't really about money? 🤔 💥 Discover the most critical component for securing your financial future with some insight provided by Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to he…

1
How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement 6:32

8M ago6:32

6:32

💥 Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible? 💥 Here’s what you should know to take advantage of this potentially valuable opportunity presented by Laurence Hale, AAMS®, CRPS® on the latest #YouandYourMoney podcast. - Subscribe to the You and Your Money podcast - Follow u…

1
Monthly Market Update | October, 2023 5:49

8M ago5:49

5:49

🎙️"Inflation is proving to be sticky, and the economy is NOT slowing down. It's starting to become clear that interest rates will remain higher for longer...." 🎯 Get the rundown from Michael Baum, CFP®, RICP®, on the current state of the financial markets and how that may impact your finances. - Subscribe to the You and Your Money podcast - Follow …

1
Long Term Care Planning Tips & Cost Saving Strategies 11:45

8M ago11:45

11:45

Interested in learning more about long-term care options? 💡 💥 Find out how you can save on costs to get the necessary care for yourself or a loved one with some insight provided by Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tail…

1
The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You 7:49

8M ago7:49

7:49

⚠️ Concerned that the U.S. credit rating was downgraded and interest rates were raised? 💥 Tune in to see why this isn't likely to affect the financial markets long-term on the latest #YouandYourMoney podcast, with Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See …

1
Monthly Market Update | September, 2023 3:11

9M ago3:11

3:11

🎙️"Interest rates have continued to rise, whereas inflation has sort of been coming down over the year. The markets are performing better this year..." 🎯 Get the rundown from Jim Zahansky, AWMA®, of what's happening in the financial markets and how that may impact your finances in our latest #YouAndYourMoney podcast. - Subscribe to the You and Your…

1
Why Now Is A Great Time for Business Owners to Start a Retirement Plan 7:46

9M ago7:46

7:46

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored s…

1
Navigate Paying Off Your Child's Student Loans: 5 Things To Consider 8:41

9M ago8:41

8:41

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®. 🎓 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help y…

1
Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth 8:02

10M ago8:02

8:02

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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy t…

1
More Control, Less Taxes & More: Why & How to Establish A Trust 15:13

10M ago15:13

15:13

💡 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. 🎯 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we …

1
Monthly Market Update | August, 2023 3:42

10M ago3:42

3:42

🎙️"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,…

1
Why Everyone Needs an Inheritance Strategy 8:30

10M ago8:30

8:30

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. 💡🚀 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored s…

1
When and How to Update Your Retirement Plan 8:04

11M ago8:04

8:04

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to…

1
Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help 14:50

11M ago14:50

14:50

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan We…

1
Monthly Market Update | July, 2023 5:21

11M ago5:21

5:21

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well an…

1
5 Tips for Investing In a Down Market 3:52

11M ago3:52

3:52

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored stra…

1
5 Steps to Managing an Inheritance for High-Net-Worth Individuals 8:45

11M ago8:45

8:45

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan We…

1
What Professionals Should Do Before Leaving A Job 14:06

12M ago14:06

14:06

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strateg…

1
Retirement Strategy: Money & Longevity 9:26

12M ago9:26

9:26

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored st…

1
Monthly Market Update | June, 2023 4:53

12M ago4:53

4:53

👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.co…

1
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider 8:41

1y ago8:41

8:41

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to …

1
An Update on Student Loan Forgiveness 8:48

1y ago8:48

8:48

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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See h…

Podcasts Worth a Listen

Zahansky Strategic Wealth Advisors Podcasts

Podcasts Worth a Listen

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