You & Your Money

Hosted by WHZ Strategic Wealth Advisors

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Episodes

208

Latest episode

Aug 2026

Language

EN-US

About the show

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

Listen to episodes

60 recent

August 19, 2026Episode 303 min

Market Update | August 2026

Get caught up on what's been happening in the financial markets over the last month, and what it could mean for you and your money, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA . - 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 12, 2026Episode 297 min

Your Estate Plan Just Got An Upgrade – What To Do Now

Estate planning just changed; your plan may need to as well. The OBBBA may ease federal estate tax pressure, but older wills, trusts, beneficiary forms, and healthcare directives can still create problems if they are outdated. Hear about what to consider on our latest podcast with Jonathan Mathews, CFP® . 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 5, 2026Episode 2810 min

New Tax Rules, New Opportunities

For high earners in their 30s, 40s, and early 50s, the One Big Beautiful Bill Act creates a new tax and financial planning environment. The higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts for children all deserve attention, but not every provision calls for immediate action. The opportunity is to coordinate tax, savings, education, charitable, and family wealth strategies over multiple years rather than treating each rule as a one-time tax break. Find out what you need to know from Holly C. Wanegar, CFP® . 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

July 29, 2026Episode 2813 min

Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments

Inflation is rising, but despite that, corporate earnings have continued to grow. In this episode, find out what this tug of war between inflation and earnings could mean for your investments. - 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

July 16, 2026Episode 272 min

Market Update | July 2026

Get caught up on the markets and what it could mean for you and your wallet, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA . - 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

July 15, 2026Episode 267 min

How Much Should You Have Saved by Age 40? 50? 60?

Do you have enough saved for your stage in life? Find out the metrics that really matter, and how you stack up, in this latest episode of You and Your Money with Jonathan Mathews, CFP®. See the companion blog post: https://whzwealth.com/blog/how-much-should-you-really-have-saved-by-age-40-50-60 - 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

July 8, 2026Episode 257 min

3 Powerful Midyear Financial Moves

For high-income earners, mid-year is a critical window to evaluate compensation, tax exposure, and long-term planning strategies. In this episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation decisions with tax strategy in order to reduce surprises and create more control. Read the companion blog post: https://whzwealth.com/blog/three-powerful-mid-year-financial-moves-for-executives - 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

July 1, 2026Episode 2421 min

Business Owner's Mid-Year Financial Gut Check

Mid-year is a critical time for business owners to capitalize on successes gained in the first half of the year, and course-correct when things aren't going as planned. In this episode, get a checklist of what to look for and do from WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® . 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

June 24, 2026Episode 233 min

Market Update | June 2026

From the ripple effects of the war in Iran to the financial markets here at home, get caught up with what’s affecting your portfolio and your bank account in our June Market Update, featuring 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

June 17, 2026Episode 228 min

Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews, CFP® . 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