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About This Podcast
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
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Recent Episodes
S5E23 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,…
S5E20 The Economic Impacts of War: What History Tells Us
How does war impact the stock market and economy? WHZ Senior Managing Partner & Chief Strategist Jim Zahansky shares how the Iran conflict affects oil, inflation, and investments—and why…
S5E19 What You Should Know About AI Driven Financial Insights in 2026
AI can do a lot. So can it also help you strategize your financial plan and investments?Find out the opportunities and limitations of working with AI to manage your wealth in our latest episode…
S5E18 Market Update | May 2026
Find out how volatile world events are affecting the markets and potentially your investments, in our latest Market Update podcast with WHZ Senior Managing Partner & Chief Strategist Jim…
S5E17 Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
Many next-gen investors are particularly interested in alternative investments. But is it a good idea to add more of them to portfolios? WHZ's Leisl L. Langevin, CFP® CDFA® shares what to consider as…
S5E18 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 Holly C. Wanegar, CFP®…
S5E16 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…
S5E16 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 Leisl L. Langevin, CFP®…
S5E15 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®.- Subscribe to the You and Your Money…
S5E14 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…
S5E13 Political Unrest and Market Trends: What Does History Tell Us?
Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad. In our latest You And Your Money podcast, WHZ Senior Partner and Chief…
S5E12 The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future.The research is clear: women are disciplined,…
S5E11 Market Update | March 2026
There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's Holly C. Wanegar, CFP®.- Subscribe to the You and Your Money podcast-…
S5E10 New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier…
S5E9 How OBBBA Changes Coming in 2026 Will Affect Your Finances
The One Big Beautiful Bill Act, or OBBBA, is bringing a host of changes to financial policy this year. Tune in to find out how they could affect your finances in both the short and long…
S5E8 Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
Learn how to create and preserve generational wealth!in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl…
S5E7 Market Update | February 2026
There's a lot happening in the world, and in the markets. WHZ Strategic Wealth Advisors' Holly C. Wanegar, CFP® brings you up to date on what you need to know.- Subscribe to the You and Your Money…
S5E6 How to Minimize Your 2026 Tax Bill
Do you typically look forward to a big tax refund? If so, you're probably doing taxes all wrong. In this episode, Holly C. Wanegar, CFP® shares how you can minimize what you pay in taxes in the first…
S5E5 2026 Retirement Planning Checklist
NEW THINGS TO KNOW TO MAXIMIZE YOUR RETIREMENT 💰Whether you're 5 years away from retirement or 25, you'll want to tune in to this episode, featuring WHZ Associate Vice President, Lead Wealth Advisor…
S5E4 Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a…
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You & Your Money has published 199 episodes since November 2021, covering topics in Business, Education.
You & Your Money is currently highly active with new episodes weekly. Average episode length is 7m.
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