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
Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31
Fall is the last stretch of the year when you still have real options...On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last q...
The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know
IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know.Read the companion blog post: https://whzwealt...
How to Maximize Executive Compensation in 2026
The One Big Beautiful Bill Act made the current federal tax brackets permanent — the top rate stays at 37% instead of jumping to 39.6%. For executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the...
Market Update | September 2026
Markets have continued to trend up, even despite inflation, geopolitical events, and other impacts. But is that trend likely to continue? Listen to our latest episode for the details on what’s happening in the markets from
What to Know Before Opening a Trump Account for Your Child
Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child?On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understan...
