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
5 Steps to Build Financial Confidence
If you struggle with having confidence in your financial decisions, you're not alone (particularly if you're a woman).In this episode, WHZ VP, Associate Financial Advisor
Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Business owners: find out how to position yourself and your business for the Great Wealth Transfer.In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business success...
Economic Impacts of The War in Iran
Find out how the war in Iran is affecting everything from the markets to individual finances, and what you can do to weather the impacts, with WHZ Managing Partner, Advisory
Market Update | April 2026
Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James Zahansky, AWMA®.
The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
What comes *after* the Great Wealth Transfer? In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strategies, family conversations and commitments that are required to keep growing family wealth a...
