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 | 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
Gifts for Grads More Valuable Than Cash
Graduation is more than a milestone; it’s a critical financial starting point. In this episode, learn how to help the grad in your life get started out on strong financial footing from WHZ's AVP, Wealth Advisor
