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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October 28, 2026Episode 4012 min
Marketplace Sticker Shock: How OBBBA Changed The Healthcare Equation
Retired before 65 or self-employed? Your marketplace health insurance probably costs a lot more this year. In this episode, Jonathan Mathews, CFP® , explains how the One Big Beautiful Bill Act (OBBBA) changed the math. Read the companion blog post > - 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, Unwavering Partnership, For Life: whzwealth.com
October 21, 2026Episode 398 min
Why Your Financial Plan Should Ignore the Headlines This Fall
Shutdown headlines and midterm coverage will be everywhere this fall. Your financial plan doesn't have to follow along. On this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares what history shows about shutdowns and midterm years, plus the three things that deserve your attention instead. Read the companion blog > - 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, Unwavering Partnership, For Life: whzwealth.com
October 14, 2026Episode 382 min
Market Update | October 2026
What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet. - 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, Unwavering Partnership, For Life: whzwealth.com
October 7, 2026Episode 3712 min
Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31
Fall is the last stretch of the year when you still have real options... On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last quarter of the year is when the most valuable planning decisions still have a door open. It all runs on a calendar-year clock, and most planning cannot be fixed in January. Here are the moves worth reviewing this fall, along with the figures that apply for 2026. Read the companion blog post - 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, Unwavering Partnership, For Life: whzwealth.com
September 30, 2026Episode 3617 min
The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know
IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the companion blog post: https://whzwealth.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-need-to-know - 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, Unwavering Partnership, For Life: whzwealth.com
September 23, 2026Episode 356 min
How to Maximize Executive Compensation in 2026
The One Big Beautiful Bill Act made the current federal tax brackets permanent — the top rate stays at 37% instead of jumping to 39.6%. For executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the planning math. In this episode of You & Your Money , Logan Lum, Associate Vice President, Lead Wealth Advisor at WHZ Strategic Wealth Advisors, walks through a five-item checklist for making the most of the new rules. What Logan covers: Deferred compensation — why knowing the rates makes deferral strategy easier to model, and the one risk people overlook: non-qualified deferred comp isn't protected if your company is acquired or goes bankrupt. Max out the protected vehicles first. Timing stock option exercises — in the top bracket, itemized deductions are worth about 35 cents on the dollar instead of 37. One mistimed exercise can push you into the top bracket, which starts at $640,600 for single filers and $768,700 for couples. Straddling an exercise across two years may be the better move. The SALT cap, and why it hits Connecticut hard — the state and local tax deduction cap rose to $40,400, but it phases out fast: 30 cents on every dollar of modified adjusted gross income above $505,000, landing you back at $10,000 by roughly $606,000. Stack Connecticut's 6.99% top rate and the highest property taxes in the country on top of that. The Social Security wage cap — once you pass $184,500 in compensation, you're no longer paying the 6.2% Social Security tax, which makes Q4 an opportune window to look at bonus timing and deferral. Old agreements — deferred comp arrangements written under the previous rules are worth a fresh review. - 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, Unwavering Partnership, For Life: whzwealth.com
September 16, 2026Episode 344 min
Market Update | September 2026
Markets have continued to trend up, even despite inflation, geopolitical events, and other impacts. But is that trend likely to continue? Listen to our latest episode for the details on what’s happening in the markets from Jonathan Mathews, CFP® . - 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, Unwavering Partnership, For Life: whzwealth.com
September 9, 2026Episode 3312 min
What to Know Before Opening a Trump Account for Your Child
Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child? On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understand before opening one, and why he opened accounts for his own three children, even though none of them qualify for the $1,000. Wondering how this fits your family's plan? Let's talk. 📞 (860) 928-2341 💻 whzwealth.com Absolute Confidence. Unwavering Partnership. For Life. - 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, Unwavering Partnership, For Life: whzwealth.com
September 2, 2026Episode 328 min
Traditional vs. Roth IRA: Is It Time to Convert To A Roth?
A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you. In this episode, Jim Zahansky, AWMA® , Senior Managing Partner & Chief Strategist at WHZ Strategic Wealth Advisors, walks through the framework he uses with clients weighing a conversion. Read the companion blog post > - 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, Unwavering Partnership, For Life: whzwealth.com
August 26, 2026Episode 3111 min
Women and The Great Wealth Transfer
Over the next two decades, more than $84 trillion is expected to pass from the Silent Generation and Baby Boomers to their heirs. This is the largest intergenerational wealth transfer in history, and is being coined “The Great Wealth Transfer.” This is particularly significant for women because they are projected to receive and control the majority of those assets, whether as surviving spouses or as daughters and granddaughters inheriting wealth. By 2030, women in the United States are expected to control roughly $34 trillion in financial assets. In this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA shares what women and their families can do now to prepare to make the most of this opportunity into the future. - 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, Unwavering Partnership, For Life: whzwealth.com
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