98 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.

    Yes, It’s An Election Year – But Markets Don’t Play Politics

    Yes, It’s An Election Year – But Markets Don’t Play Politics

    Why are long-term investors wise to tune out the political noise during election cycles?

    Laurence Hale, AAMS®, CRPS® explains. 
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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

    • 17 min
    Tips for Teaching Kids Financial Literacy

    Tips for Teaching Kids Financial Literacy

    Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀 

    🎙️ Listen in and learn why...
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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

    • 5 min
    Monthly Market Update | April, 2024

    Monthly Market Update | April, 2024

    💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

    What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️ 
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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

    • 2 min
    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 🔑
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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

    • 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®.
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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

    • 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
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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

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

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Love it!

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

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