You & Your Money
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
You & Your Money
Latest Episodes
Business Owner's Mid-Year Financial Gut Check
Mid-year is a critical time for business owners to capitalize on successes gained in the first half of the year, and course-correct when things aren't going as planned. In this episode, get a checklist of what to look for and do from WHZ Managi...
Market Update | June 2026
From the ripple effects of the war in Iran to the financial markets here at home, get caught up with what’s affecting your portfolio and your bank account in our June Market Update, featuring
Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth
Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor
