WHZ Strategic Wealth Advisors
You & Your Money
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. WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and...
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WHZ Strategic Wealth Advisors
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Podcast website
Latest episode
Jul 8, 2026
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Episodes
The 4 Best Coupon & Comparison Shopping Apps 29.11.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
Top End-of-Year Financial Moves for 2023 22.11.2023 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 create a tailored financial strategy to help you live with Absolut...
Monthly Market Update | November, 2023 15.11.2023 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 , Instagram , LinkedIn and YouTub...
The Pros and Cons of Rising Interest Rates 08.11.2023 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 can create a tailored financial strategy to he...
The Most Critical Component for Wealth Building 01.11.2023 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 create a tailored financial strategy to help you live with Absolute Confidence,...
How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement 25.10.2023 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 us on Facebook , Instagram , LinkedIn and YouTu...
Monthly Market Update | October, 2023 18.10.2023 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 us on Facebook , Instagram , Lin...
Long Term Care Planning Tips & Cost Saving Strategies 11.10.2023 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 create a tailored financial strategy to help you live with Absolute...
The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You 04.10.2023 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 how we can create a tailored financial s...
Monthly Market Update | September, 2023 20.09.2023 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 Money podcast - Follow us on F...
Why Now Is A Great Time for Business Owners to Start a Retirement Plan 13.09.2023 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 create a tailored financial strategy to help you live with Absolute...
Navigate Paying Off Your Child's Student Loans: 5 Things To Consider 06.09.2023 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 create a tailored financial strategy to help you li...
Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth 30.08.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Un...
More Control, Less Taxes & More: Why & How to Establish A Trust 23.08.2023 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 can create a tailored financial strategy to he...
Monthly Market Update | August, 2023 16.08.2023 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, AWMA® . - Subscribe to the You a...
Why Everyone Needs an Inheritance Strategy 09.08.2023 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 create a tailored financial strategy to help you live with Absolute Confid...
When and How to Update Your Retirement Plan 02.08.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwa...
Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help 26.07.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnershi...
Monthly Market Update | July, 2023 19.07.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Li...
5 Tips for Investing In a Down Market 12.07.2023 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 create a tailored financial strategy to help you live with Absolute Conf...
5 Steps to Managing an Inheritance for High-Net-Worth Individuals 05.07.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partne...
What Professionals Should Do Before Leaving A Job 28.06.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, U...
Retirement Strategy: Money & Longevity 21.06.2023 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 create a tailored financial strategy to help you live with Absolute Confide...
Monthly Market Update | June, 2023 14.06.2023 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider 07.06.2023 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 create a tailored financial strategy to help you live with Absolute Confidence,...
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