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
169 episodes
Why Q4 Investment Portfolio Positioning Matters More Than Ever
Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high ...
•
Season 4
•
Episode 44
•
14:49
Market Update – October 2025
Get the latest insights on how the financial markets are performing from WHZ's Managing Partner, Advisory Leisl L Langevin, CFP® CDFA®.
•
Season 4
•
Episode 43
•
3:05
Your Year-End Financial Checklist
With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin share...
•
Season 4
•
Episode 42
•
6:29
6 OBBBA Tax Wins for Small Business Owners
WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.
•
Season 4
•
Episode 41
•
7:50
How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.
•
Season 4
•
Episode 40
•
8:56
FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credi...
•
Season 4
•
Episode 39
•
6:05
Market Update - September 2025
Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, CFP®.
•
Season 4
•
Episode 38
•
3:13
How to Keep Rising Healthcare Costs From Killing Your Retirement
Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted ret...
•
Season 4
•
Episode 37
•
8:57
How Stocks Have Overcome A "Wall of Worry" in 2025
Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And yet earnings continued to improve, overcoming a wall of worry and ascending to new heights despite a lon...
•
Season 4
•
Episode 36
•
8:07
Market Update | August 2025
Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.
•
Season 4
•
Episode 35
•
3:12
What Executives Retiring in The Next 5 Years Need to Know Now
If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement. In this episode of You &...
•
Season 4
•
Episode 34
•
5:39
What Financial Freedom Really Means, And How to Achieve It
Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when your money works for you, rather than you constantly working for money. In this episode, WHZ Managing Partne...
•
Season 4
•
Episode 33
•
7:22
Unpacking the Big Beautiful Bill Act
The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.
•
Season 4
•
Episode 32
•
9:25
Why It's Critical to Do A Midyear Financial Checkup in 2025
Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued marke...
•
Season 4
•
Episode 31
•
15:05