WHZ Strategic Wealth Advisors

You & Your Money

Business EN ↓ 203 episodes

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

Episodes

How Major Life Events Could Affect Your Taxes 22.11.2021 9:44

If you got married, added to your family or bought a house this year, here's how it could affect your finances at tax time (and what you can do about it). - 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: whzw...

How to Turn Your Tax Bill Into Retirement Savings 09.11.2021 9:57

If you're likely to owe taxes this year, you could channel some (or even all) of that money into retirement savings instead. Listen now to find out how. - 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...

Investment Planning After Retirement 01.11.2021 8:17

Did you think investment planning ends at retirement? That's a big mistake. It's just as important after retirement, although the focus is very different. Hear what you need to know in this latest You & Your Money podcast with WHZ Vice President and Associate Financial Advisor Leisl Cording, CFP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , Lin...