You & Your Money
WHZ Strategic Wealth Advisors
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 not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
All episodes
Best episodes
Seasons
Top 10 You & Your Money Episodes
Goodpods has curated a list of the 10 best You & Your Money episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to You & Your Money for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite You & Your Money episode by adding your comments to the episode page.
How Major Life Events Could Affect Your Taxes
You & Your Money
11/22/21 • 9 min
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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
WHZ Monthly Market Update: October, 2022
You & Your Money
10/10/22 • 1 min
Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Tax Changes You Need to Know About for 2022
You & Your Money
02/22/23 • 8 min
Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA®.
Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Important Updates on Student Loans & 529 Savings Rules
You & Your Money
09/27/23 • 17 min
Have federal student loans? 🎓
Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
The Presidential Candidates On The Economy
You & Your Money
10/09/24 • 7 min
WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.
Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Monthly Market Update | September, 2023
You & Your Money
09/20/23 • 3 min
🎙️"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 Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
05/24/23 • 6 min
Balancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Monthly Market Update | May, 2023
You & Your Money
05/17/23 • 1 min
Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Monthly Market Update | February, 2023
You & Your Money
02/15/23 • 3 min
Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Jim Zahansky, AWMA®.
Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Smart Ways to Give to the Causes You Care About
You & Your Money
12/16/21 • 12 min
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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Show more best episodes
Show more best episodes
FAQ
How many episodes does You & Your Money have?
You & Your Money currently has 116 episodes available.
What topics does You & Your Money cover?
The podcast is about Life, Strategy, Planning, Business, Education, Finance, Podcasts, Financial, Money, Goals, Wealth, Retirement and Investing.
What is the most popular episode on You & Your Money?
The episode title 'The Pros and Cons of Rising Interest Rates' is the most popular.
What is the average episode length on You & Your Money?
The average episode length on You & Your Money is 10 minutes.
How often are episodes of You & Your Money released?
Episodes of You & Your Money are typically released every 7 days.
When was the first episode of You & Your Money?
The first episode of You & Your Money was released on Nov 1, 2021.
Show more FAQ
Show more FAQ