You & Your Money

WHZ Strategic Wealth Advisors
  • 5.0 (3)
  • Investing
  • Updated Weekly

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 06259392-A Merrow Rd., Tolland, CT 06084860-928-2341

  1. 5d ago

    The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know

    IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the companion blog post: https://whzwealth.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-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 Life: whzwealth.com

    The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know

  2. Sep 23

    How to Maximize Executive Compensation in 2026

    The One Big Beautiful Bill Act made the current federal tax brackets permanent — the top rate stays at 37% instead of jumping to 39.6%. For executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the planning math. In this episode of You & Your Money, Logan Lum, Associate Vice President, Lead Wealth Advisor at WHZ Strategic Wealth Advisors, walks through a five-item checklist for making the most of the new rules. What Logan covers: Deferred compensation — why knowing the rates makes deferral strategy easier to model, and the one risk people overlook: non-qualified deferred comp isn't protected if your company is acquired or goes bankrupt. Max out the protected vehicles first.Timing stock option exercises — in the top bracket, itemized deductions are worth about 35 cents on the dollar instead of 37. One mistimed exercise can push you into the top bracket, which starts at $640,600 for single filers and $768,700 for couples. Straddling an exercise across two years may be the better move.The SALT cap, and why it hits Connecticut hard — the state and local tax deduction cap rose to $40,400, but it phases out fast: 30 cents on every dollar of modified adjusted gross income above $505,000, landing you back at $10,000 by roughly $606,000. Stack Connecticut's 6.99% top rate and the highest property taxes in the country on top of that.The Social Security wage cap — once you pass $184,500 in compensation, you're no longer paying the 6.2% Social Security tax, which makes Q4 an opportune window to look at bonus timing and deferral.Old agreements — deferred comp arrangements written under the previous rules are worth a fresh review.- 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

    How to Maximize Executive Compensation in 2026

  3. Sep 16

    Market Update | September 2026

    Markets have continued to trend up, even despite inflation, geopolitical events, and other impacts. But is that trend likely to continue? Listen to our latest episode for the details on what’s happening in the markets from 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 Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Market Update | September 2026

  4. Sep 9

    What to Know Before Opening a Trump Account for Your Child

    Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child? On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understand before opening one, and why he opened accounts for his own three children, even though none of them qualify for the $1,000. Wondering how this fits your family's plan? Let's talk.  📞 (860) 928-2341 💻 whzwealth.com Absolute Confidence. Unwavering Partnership. For Life. - 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

    What to Know Before Opening a Trump Account for Your Child

  5. Sep 2

    Traditional vs. Roth IRA: Is It Time to Convert To A Roth?

    A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you. In this episode, Jim Zahansky, AWMA®, Senior Managing Partner & Chief Strategist at WHZ Strategic Wealth Advisors, walks through the framework he uses with clients weighing a conversion. 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 tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Traditional vs. Roth IRA: Is It Time to Convert To A Roth?

  6. Aug 26

    Women and The Great Wealth Transfer

    Over the next two decades, more than $84 trillion is expected to pass from the Silent Generation and Baby Boomers to their heirs. This is the largest intergenerational wealth transfer in history, and is being coined “The Great Wealth Transfer.”  This is particularly significant for women because they are projected to receive and control the majority of those assets, whether as surviving spouses or as daughters and granddaughters inheriting wealth. By 2030, women in the United States are expected to control roughly $34 trillion in financial assets.  In this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA shares what women and their families can do now to prepare to make the most of this opportunity into the future. - 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

    Women and The Great Wealth Transfer

  7. Aug 19

    Market Update | August 2026

    Get caught up on what's been happening in the financial markets over the last month, and what it could mean for you and your money, 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, For Life: whzwealth.com

    Market Update | August 2026

  8. Aug 12

    Your Estate Plan Just Got An Upgrade – What To Do Now

    Estate planning just changed; your plan may need to as well. The OBBBA may ease federal estate tax pressure, but older wills, trusts, beneficiary forms, and healthcare directives can still create problems if they are outdated. Hear about what to consider on our latest podcast with 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 tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Your Estate Plan Just Got An Upgrade – What To Do Now
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Ratings & Reviews

5
out of 5
3 Ratings

About

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 06259392-A Merrow Rd., Tolland, CT 06084860-928-2341

Information

  • Creator
    WHZ Strategic Wealth Advisors
  • Years Active
    2018 - 2026
  • Episodes
    215
  • Rating
    Explicit
  • Copyright
    © 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors
  • Show Website
    You & Your Money