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."
Any content published before November 13, 2026, was approved prior to our association with LPL Financial. Please note that any references to the prior broker-dealer are historical. Archived content is for informational and historical purposes only and is not presented as current information.
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Member FINRA/SIPC.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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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...
