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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Sobre este áudio

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
  • Market Update | August 2025

    Market Update | August 2025
    Aug 27 2025

    Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.

    - 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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    3 minutos
  • What Executives Retiring in The Next 5 Years Need to Know Now

    What Executives Retiring in The Next 5 Years Need to Know Now
    Aug 20 2025

    If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement.

    In this episode of You & Your Money, WHZ Senior Partner, Chief Strategist Jim Zahansky shares the critical moves you need to make right now to maximize your retirement funds for the near future.

    - 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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    6 minutos
  • What Financial Freedom Really Means, And How to Achieve It

    What Financial Freedom Really Means, And How to Achieve It
    Aug 13 2025

    Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when your money works for you, rather than you constantly working for money. In this episode, WHZ Managing Partner Leisl Langevin shares what to do – and what to avoid – in order to achieve and maintain financial freedom over the long term.

    - 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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    7 minutos
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