
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
Episodes
Financial Empowerment Tips for Women Business Owners

The Unique Estate Planning Challenges That Women Face

The Retire and Relocate Strategy

Tax Implications of Receiving an Inheritance

Gifting vs Inheritance

Market Update | December 2024

How to Give More to The Charities You Want to Support

Market Update | November 2024

Trump Presidency 2.0: What It Could Mean for the Financial Markets

Dealing With the Financial Impacts of A Serious Diagnosis

New Option to Help Pay Off Student Debt Faster

Monthly Market Update | October, 2024

AI's Effects on Financial Management
