Couverture de You & Your Money

You & Your Money

You & Your Money

De : WHZ Strategic Wealth Advisors
Écouter gratuitement

Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.

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.

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 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341

© 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors
Economie Finances privées
Épisodes
  • Marketplace Sticker Shock: How OBBBA Changed The Healthcare Equation
    Oct 28 2026

    Retired before 65 or self-employed? Your marketplace health insurance probably costs a lot more this year. In this episode, Jonathan Mathews, CFP®, explains how the One Big Beautiful Bill Act (OBBBA) changed the math.

    Read the companion blog post >

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Afficher plus Afficher moins
    12 min
  • Why Your Financial Plan Should Ignore the Headlines This Fall
    Oct 21 2026

    Shutdown headlines and midterm coverage will be everywhere this fall. Your financial plan doesn't have to follow along.

    On this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares what history shows about shutdowns and midterm years, plus the three things that deserve your attention instead.

    Read the companion blog >

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Afficher plus Afficher moins
    9 min
  • Market Update | October 2026
    Oct 14 2026

    What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

    Afficher plus Afficher moins
    3 min
adbl_web_anon_alc_button_suppression_t1
Aucun commentaire pour le moment