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. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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Why Bonds Should Be Part of Your Retirement Portfolio
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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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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
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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
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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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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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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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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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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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🚀 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 help you crea…
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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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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,…
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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®. - 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…
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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®. - 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…
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Yes, It’s An Election Year – But Markets Don’t Play Politics
17:37
17:37
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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…
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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... - 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…
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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®. 🎙️ - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and You…
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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 🔑 - 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…
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Owe Taxes? Do This Before You File and Save...
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18:55
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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…
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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 - 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…
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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. 💥 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can…
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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®. 🎙️ - 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…
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Why You Should Plan Taxes 2 Years at a Time
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17:25
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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. - 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…
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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. - 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…
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529 Tax Plan Benefits & Financial Aid Awareness Month
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8:25
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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® - 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…
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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®. ➡️ - Subscribe to the You and Your Money podcast - Follow us on F…
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How Business Owners Can Use AI to Achieve a Bigger Bottom Line
8:46
8:46
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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…
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Interest Rates, Investments & Innovation: A Look Ahead at 2024
7:13
7:13
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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…
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5 Tips for Setting Your Financial Strategy for 2024
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16:16
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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…
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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®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube…
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The Most Impactful Financial Changes of 2023
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14:31
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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…
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2023 Bright Spots for Investors Despite Volatile Markets
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8:06
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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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how …
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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. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - …
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Phantom Stock Compensation: What it Is and What to Know
5:57
5:57
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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®. 👉 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you creat…
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The 4 Best Coupon & Comparison Shopping Apps
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5:47
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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…
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💥 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…
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🎙️"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, …
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The Pros and Cons of Rising Interest Rates
18:46
18:46
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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…
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The Most Critical Component for Wealth Building
8:52
8:52
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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…
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How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement
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6:32
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💥 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…
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🎙️"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 …
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Long Term Care Planning Tips & Cost Saving Strategies
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11:45
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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…
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The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You
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7:49
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⚠️ 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 …
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🎙️"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…
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Why Now Is A Great Time for Business Owners to Start a Retirement Plan
7:46
7:46
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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®. - 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…
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Navigate Paying Off Your Child's Student Loans: 5 Things To Consider
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8:41
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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®. 🎓 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help y…
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Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth
8:02
8:02
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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. - 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…
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More Control, Less Taxes & More: Why & How to Establish A Trust
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15:13
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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. 🎯 - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we …
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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,…
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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. 💡🚀 - 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…
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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®. - 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…
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