25 episodes

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

    Why Hybrid Retirement Might Be The Answer

    Why Hybrid Retirement Might Be The Answer

    Early retirement can open new opportunities but it can also pose significant risks. Here's a. look at how hybrid retirement may offer the best of both worlds, with Laurence Hale, AAMS, CRPS®.

    LEARN MORE:
    http://www.whzwealth.com/why-hybrid-retirement-may-be-answer

    SUBSCRIBE:
    You & Your Money on Apple Podcasts:  
    https://podcasts.apple.com/us/podcast/you-your-money/id1437176929

    You & Your Money on Spotify:
     https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b

    Fearless Flyer Email:
    Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer

    • 8 min
    Why You Need an Estate Plan Now (Even If You're Young)

    Why You Need an Estate Plan Now (Even If You're Young)

    Estate plans are NOT just for the older and wealthier. Hear what you need to know from WHZ Sr. VP and Financial Advisor Leisl L. Cording, CFP®.

    LEARN MORE:
    https://www.whzwealth.com/why-you-need-estate-plan-now-even-if-youre-young

    SUBSCRIBE:
    You & Your Money on Apple Podcasts:  
    https://podcasts.apple.com/us/podcast/you-your-money/id1437176929

    You & Your Money on Spotify:
     https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b

    Fearless Flyer Email:
    Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer

    • 20 min
    Positive Changes for Retirement Could Be Coming

    Positive Changes for Retirement Could Be Coming

    Whether you've just started saving or you're already retired – you'll want to know about this. Listen now 👉 whzwealth.com/air
    #YouAndYourMoney #podcast #PlanInvestLiveWell

    Listen & Subscribe:
    👉Apple Podcasts: https://loom.ly/XuFX4HE
    👉Spotify: https://loom.ly/AREcC3g

    See how how our Plan Well, Invest Well, Live Well strategic process can help you achieve your ideal retirement: whzwealth.com/our-process

    • 10 min
    How Businesses Can Survive (and Even Thrive) During High Inflation

    How Businesses Can Survive (and Even Thrive) During High Inflation

    WHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® breaks down what to do if your business's profit margin is feeling the pinch from high inflation.

    LEARN MORE:
    https://www.whzwealth.com/four-steps-help-your-business-survive-and-thrive-during-high-inflation

    SUBSCRIBE:
    You & Your Money on Apple Podcasts:  
    https://podcasts.apple.com/us/podcast/you-your-money/id1437176929

    You & Your Money on Spotify:
     https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b

    Fearless Flyer Email:
    Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer

    • 13 min
    How We're Growing to Keep Helping You to Plan Well, Invest Well, Live Well™

    How We're Growing to Keep Helping You to Plan Well, Invest Well, Live Well™

    We've got new team members, expanding expertise and other great news to share on how we're growing to help you #PlanInvestLiveWell – meet our advisors and get the scoop in this edition of You & Your Money.

    LEARN MORE:
    https://www.whzwealth.com

    SUBSCRIBE:
    You & Your Money on Apple Podcasts:  
    https://podcasts.apple.com/us/podcast/you-your-money/id1437176929

    You & Your Money on Spotify:
     https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b

    Fearless Flyer Email:
    Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer

    • 14 min
    Connecticut Business Owners: Are You Ready for the MyCTSavings Requirements?

    Connecticut Business Owners: Are You Ready for the MyCTSavings Requirements?

    Beginning this month, most CT employers will be required to register with the MyCTSavings Program. Listen in to find out what this means for your business, your employees, and your bottom line...

    READ MORE:
    https://www.whzwealth.com/ct-business-owners-are-you-ready-myctsavings-program-requirements

    SUBSCRIBE:
    You & Your Money on Apple Podcasts:  
    https://podcasts.apple.com/us/podcast/you-your-money/id1437176929

    You & Your Money on Spotify:
     https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452b

    Fearless Flyer Email:
    Get updates and insights to fearlessly pursue your financial goals: whzwealth.com/fearless-flyer

    • 28 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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