95 episodes

Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.

You & Your Money Weiss, Hale & Zahansky Strategic Wealth Advisors

    • Business
    • 5.0 • 2 Ratings

Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.

    Stocks Are Up: What To Do Now

    Stocks Are Up: What To Do Now

    The stock market is off to a TREMENDOUS start in 2024... 

    BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑
    - 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

    • 6 min
    Owe Taxes? Do This Before You File and Save...

    Owe Taxes? Do This Before You File and Save...

    OWE TAXES? 🏦
    See how you can keep more money in your own pocket with valuable insights from 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

    • 18 min
    How to Save Taxes on Your Investments

    How to Save Taxes on Your Investments

    Want to LIMIT TAXES while INVESTING 💸 for the future?

    Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 

    #PlanInvestLiveWell #taxsavvy 
    #taxplanning #investing
    - Subscribe to the You and Your Money podcast
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    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

    • 8 min
    Financial Advice for Women, from Women

    Financial Advice for Women, from Women

    This #WomensHistoryMonth, get financial advice for women, from women. 💪

    Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their 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 Well, Invest Well and Live Well: whzwealth.com

    • 7 min
    Market Update | March, 2024

    Market Update | March, 2024

    💥 The S&P and Dow Jones hit new highs in late January.

    What does that mean for you and your money? Find out in this quick update from Leisl L. Langevin, 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

    • 2 min
    Why You Should Plan Taxes 2 Years at a Time

    Why You Should Plan Taxes 2 Years at a Time

    PREPARATION is key to seamless tax planning. 📝

    Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time. 
    - 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

    • 17 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

diet203 ,

Love it!

Digestible pieces of financial knowledge for anyone on the go. GaryO and Wayne are also great hosts!

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