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

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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.

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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.

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The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.

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Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility.

In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financial checkup, and what to be particularly aware of for 2025.

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Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®.

- Subscribe to the You and Your Money podcast
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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

- 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

- 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