46 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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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.
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Women & Finance
As #WomensHistoryMonth comes to a close, tune in for helpful advice and insight about women in the world of finance featuring Leisl L. Cording, CFP® CDFA®, Holly Wanegar, Daria Zalewska, and Kate Pitts.
Find more financial resources for women at whzwealth.com/WomenLivingWell
#PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #empoweringwomen #womenshistorymonth
- 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 -
Quality-Focused Growth Continues: Second Office Opens in Tolland
We're loving our new office in Tolland! Hear what fueled the opening of our second location and what we're looking forward to in the future featuring Jim Zahansky, AWMA® and Laurence Hale, AAMS®, CRPS®.
#PlanInvestLiveWell #Tolland #NewOffice
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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 -
Monthly Market Update | March, 2023
It's that time of the month again! Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Laurence Hale, AAMS®, CRPS®.
- 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 -
5 Steps to Financial Empowerment for Women
Empowering women requires empowering financial independence, too. Here are 5 steps to financial empowerment from Leisl L. Cording, CFP® CDFA® .
Find more financial resources for women at whzwealth.com/WomenLivingWell
#PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #womenshistorymonth #empoweringwomen
- 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 -
How to Minimize Taxes While Transferring Wealth
Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps presented by Laurence Hale, AAMS®, CRPS®.
- 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 -
Tax Changes You Need to Know About for 2022
Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring 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
Customer Reviews
Love it!
Digestible pieces of financial knowledge for anyone on the go. GaryO and Wayne are also great hosts!