You & Your Money

Most of us are all too familiar with the effects of inflation these days. Falling for the "Money Illusion" on top of it could deal your wallet a double-whammy. Find out what the Money Illusion is and how to avoid it from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®. See how our #PlanInvestLiveWell strategic financial planning process can keep you on track to your goals, even i...

- 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 

There are 4 questions you should ask yourself if you want to retire early. On this latest You and Your Money podcast, Michael Baum, CFP®, RICP® shares what they are, and why they matter. Listen & Subscribe: 🔊 Apple Podcasts: https://loom.ly/XuFX4HE 🔊 Spotify: https://loom.ly/AREcC3g See how we can help you create a financial strategy to help you #PlanInvestLiveWell right now: whzwealth.com/o...

Early retirement can open new opportunities but it can also pose significant risks. Here's a. look at how hybrid retirement may offer the best of both worlds, with Laurence Hale, AAMS®, CRPS®. LEARN MORE: http://www.whzwealth.com/why-hybrid-retirement-may-be-answer SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You &...

Estate plans are NOT just for the older and wealthier. Hear what you need to know from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®. LEARN MORE: https://www.whzwealth.com/why-you-need-estate-plan-now-even-if-youre-young SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://open.spo...

Whether you've just started saving or you're already retired – you'll want to know about this. Listen now 👉 whzwealth.com/air #YouAndYourMoney #podcast #PlanInvestLiveWell Listen & Subscribe: 👉Apple Podcasts: https://loom.ly/XuFX4HE 👉Spotify: https://loom.ly/AREcC3g See how how our Plan Well, Invest Well, Live Well strategic process can help you achieve your ideal retirement:...

WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® breaks down what to do if your business's profit margin is feeling the pinch from high inflation. LEARN MORE: https://www.whzwealth.com/four-steps-help-your-business-survive-and-thrive-during-high-inflation SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id143...

We've got new team members, expanding expertise and other great news to share on how we're growing to help you #PlanInvestLiveWell – meet our advisors and get the scoop in this edition of You & Your Money. LEARN MORE: https://www.whzwealth.com SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on...

Inflation is at a 40-year high. Hear how that could affect your retirement plans, and what you can do to counteract the effects, from WHZ Principal/Managing Partner Laurence Hale in this latest #YouAndYourMoney podcast. READ MORE: https://www.whzwealth.com/could-inflation-affect-your-retirement-plans SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-you...

Beginning this month, most CT employers will be required to register with the MyCTSavings Program. Listen in to find out what this means for your business, your employees, and your bottom line... READ MORE: https://www.whzwealth.com/ct-business-owners-are-you-ready-myctsavings-program-requirements SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-m...

It's a tough choice, and a common one for many parents. Listen in to hear how to approach the decision with everyone's benefit in mind. READ MORE: https://www.whzwealth.com/funding-retirement-vs-your-childrens-college-education SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://o...

Market volatility is high, but your stress doesn't have to be. Here are the investment insights and perspective you need to stress less and stay on track. READ MORE: https://www.whzwealth.com/managing-investment-stress-during-market-volatility SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:...

Small businesses can make for an excellent investment, but only if you ask the right questions first. WHZ's Jim Zahansky breaks down what you need to know. READ MORE: https://www.whzwealth.com/what-know-about-investing-small-businesses SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https:...

Prefer to put your money where your values are? Here's how to invest in companies that are eco-friendly or adhere to other types of socially conscious values. READ MORE: http://www.whzwealth.com/save-planet-while-saving-retirement-options-eco-conscious-investing SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & You...

Whether your credit is pretty good or not so great, taking steps to improve it can help you reach your goals much more quickly. Listen and find out what you need to know. READ MORE: https://www.whzwealth.com/how-build-your-credit-score-so-you-can-build-out-your-life SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your...

If you're feeling the financial pinch of inflation (and who isn't) here's how you might be able to free up some cash. READ MORE: https://www.whzwealth.com/counteract-inflation-spring-cleaning-your-finances SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://open.spotify.com/s...

Only 25% of financial advisors are female and even fewer are in leadership. Leisl Cording, CFP® is both. Here's her advice to other women on finding financial empowerment and success. 💪 READ MORE: https://www.whzwealth.com/important-perspective-women-finances-and-success SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You...

Whether you're single now or not, there are 4 things you should have in place to ensure you can Live Well on your own in retirement. READ MORE: https://www.whzwealth.com/preparing-single-retirement-4-tips-women SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://open.spotify.com/show/2...

Forget the roses and chocolates. This Valentine's Day, gift your partner (and yourself) with these financial relationship tips. READ MORE: www.whzwealth.com/love-and-money-real-life-advice-every-relationship-status SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://open.spotify.com/sh...

The more you earn, the more complicated your finances and taxes tend to become. Listen now to find out how to avoid overpaying in taxes this year and in years to come. READ MORE: www.whzwealth.com/tax-strategies-high-earners SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/you-your-money/id1437176929 You & Your Money on Spotify:  https://open.spotify.c...

Could cryptocurrency like Bitcoin help to fund your retirement? Find out the 4 key things to consider before investing, from WHZ Vice President,  Associate Financial Advisor Leisl L. Cording, CFP®. READ MORE on the WHZ Advisor Blog: whzwealth.com/should-you-add-bitcoin-your-retirement-savings-strategy     SUBSCRIBE: You & Your Money on Apple Podcasts:   https://podcasts.apple.com/us/podcast/yo...

There's often a psychological disconnect between the financial choices we intend to make and what we actually do. This "behavior gap" can really cost you. Hear how to overcome this common challenge for greater financial gains - 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...

You'll want to plan for these changes to retirement savings, Social Security and Medicare. Here are the details on the good, the bad and the bottom line action you should take right now, from WHZ Principal/Managing Partner and Chief Investment Officer Laurence Hale, AAMA, CRPS®. READ MORE on the WHZ Advisor Blog: https://www.whzwealth.com/retirement-savings-budget-alert-2022-changes-iras-soci...

Learn smart financial strategies to maximize the impact you can make on the causes you care about, from WHZ Principal/Managing Partner and Chief Goal Strategist 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, Unwavering Partn...

Struggling to find the perfect gift? Listen as WHZ  Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® shares two gift ideas that could be life-changing for a loved one and offer financial benefits for you, too.  Read more:  whzwealth.com/gifts-help-loved-ones-live-well-and-offer-tax-advantages-too Subscribe to the Fearless Flyer: Build the financial confidence to pursue all...