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
Market Update | November 2026
How have the markets been reacting to the midterm election results? Find out in our latest market update with Logan Lum.
The Sandwich Generation's Guide to Long-Term Care Planning
Caring for a parent while still helping your kids? Find out what Medicare won’t pay for, what changes in 2027, and how to help your parents without hurting your own retirement savings, with
Marketplace Sticker Shock: How OBBBA Changed The Healthcare Equation
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...
