You & Your Money

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...

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.  - 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 Confiden...

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

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

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 u...

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

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® . - 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, F...

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

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

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 ca...

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®. - 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: whzwea...

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 fami...

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

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 st...

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. - 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...

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

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

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 m...

New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com