107 episodes
You & Your Money Weiss, Hale & Zahansky Strategic Wealth Advisors
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- Business
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5.0 • 2 Ratings
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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.Weiss, Hale & Zahansky (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
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July Market Update
Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, stay up to date with this Market Update from Leisl Langevin, CFP, CDFA.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram...
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Planning Your Retirement Lifestyle
Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. - 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
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2024 Mid Year Outlook
Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates.- 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
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3 Steps To Financial Freedom
This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to financial freedom.- 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 ...
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Monthly Market Update | June, 2024
🚀 It's been a record-breaking year for the markets so far this year, but what about those interest rate hikes? What does that mean for you and your money? Find out in this quick update from 🎙️ Holly C. Wanegar, CFP®.- 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
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5 Tips for Managing A Large Inheritance
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®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance!- 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, ...
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Digestible pieces of financial knowledge for anyone on the go. GaryO and Wayne are also great hosts!
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