You & Your Money Podcast Por WHZ Strategic Wealth Advisors capa

You & Your Money

You & Your Money

De: WHZ Strategic Wealth Advisors
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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

© 2025 Weiss, Hale & Zahansky Strategic Wealth Advisors Economia Finanças Pessoais
Episódios
  • Your Year-End Financial Checklist

    Your Year-End Financial Checklist
    Oct 15 2025

    With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

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    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    6 minutos
  • 6 OBBBA Tax Wins for Small Business Owners

    6 OBBBA Tax Wins for Small Business Owners
    Oct 8 2025

    WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.

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    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    8 minutos
  • How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)

    How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
    Oct 1 2025

    The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.

    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

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    9 minutos
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