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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
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…
S5E3 Market Update | January 2026
New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram,…
S5E2 How to Prioritize Your 2026 Financial Goals
Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares If…
S5E1 2026 Tax Season: What to Know & How to Prepare
Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what…
S4E51 2025 Year In Review
2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the…
S4E50 Market Update | December 2025
- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence,…
S4E49 Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year…
S4E48 The New Things to Know About Building Generational Wealth
Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning.…
S4E47 Untangling Headlines from Reality When Making Financial Decisions
In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this episode of You and Your Money, WHZ Senior Partner and Chief…
S4E46 Market Update - November 2025
Find out what's been happening in the financial markets with this quick rundown from WHZ Senior Partner and Chief Investment Officer Laurence Hale.- Subscribe to the You and Your Money podcast-…
S4E45 How to Plan for The Cost of Growing Old
Most people think about saving for retirement but many never think about the high costs of medical and other care that can be required as we age. In this episode, WHZ Senior Partner & Chief…
S4E44 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…
S4E43 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®.- Subscribe to the You and Your Money podcast- Follow us on…
S4E42 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…
S4E41 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…
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You & Your Money has published 185 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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