You & Your Money

How have the markets been reacting to the midterm election results? Find out in our latest market update with Logan Lum .  - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 

Caring for a parent while still helping your kids? Find out what Medicare won’t pay for, what changes in 2027, and how to help your parents without hurting your own retirement savings, with Holly C. Wanegar, CFP® . Read the companion blog post >  - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial...

Retired before 65 or self-employed? Your marketplace health insurance probably costs a lot more this year. In this episode, Jonathan Mathews, CFP® , explains how the One Big Beautiful Bill Act (OBBBA) changed the math.  Read the companion blog post > - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financ...

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

What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet. - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Con...

Fall is the last stretch of the year when you still have real options... On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last quarter of the year is when the most valuable planning decisions still have a door open. It all runs on a calendar-year clock, and most planning cannot be fixed in...

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

The One Big Beautiful Bill Act made the current federal tax brackets permanent — the top rate stays at 37% instead of jumping to 39.6%. For executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the planning math. In this episode of You & Your Money , Logan Lum, Associate Vice President, Lead Wealth Advisor at WHZ Strategic Wealth Advisors, walks t...

Markets have continued to trend up, even despite inflation, geopolitical events, and other impacts. But is that trend likely to continue? Listen to our latest episode for the details on what’s happening in the markets from Jonathan Mathews, CFP® . - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial st...

Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child? On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understand before opening one, and why he opened accounts for his own three children, even though none of them qualify for the $1,000. Wondering how this fits your fa...

A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you. In this episode, Jim Zahansky, AWMA® , Senior Managing Partner & Chief Strategist at WHZ Strategic Wealth Advisors, walks through the framework he uses with clien...

Over the next two decades, more than $84 trillion is expected to pass from the Silent Generation and Baby Boomers to their heirs. This is the largest intergenerational wealth transfer in history, and is being coined “The Great Wealth Transfer.”  This is particularly significant for women because they are projected to receive and control the majority of those assets, whether as surviving spouses or...

Get caught up on what's been happening in the financial markets over the last month, and what it could mean for you and your money, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA . - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Abs...

Estate planning just changed; your plan may need to as well. The OBBBA may ease federal estate tax pressure, but older wills, trusts, beneficiary forms, and healthcare directives can still create problems if they are outdated. Hear about what to consider on our latest podcast with Jonathan Mathews, CFP® . Read the companion blog post > - Subscribe to the You and Your Money podcast - Follow us o...

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, charitabl...

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. - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwav...

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 . - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealt...

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

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-...

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 > - Subscribe to the You and Your Money podcast - Follow us on Fac...

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

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 > - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a ta...

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

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 > - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouT...

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