You & Your Money

By: Weiss Hale & Zahansky Strategic Wealth Advisors
Listen for free

  • Summary

  • 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.

    Weiss, Hale & Zahansky (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
    © 2024 Weiss, Hale & Zahansky Strategic Wealth Advisors
    Show more Show less
Episodes
  • When to Invest Back Into Markets After Interest Rates Are High

    When to Invest Back Into Markets After Interest Rates Are High
    Jul 31 2024

    In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

    Show more Show less
    7 mins
  • July Market Update

    July Market Update
    Jul 24 2024

    Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, stay up to date with this Market Update from Leisl Langevin, CFP, CDFA.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

    Show more Show less
    3 mins
  • Planning Your Retirement Lifestyle

    Planning Your Retirement Lifestyle
    Jul 17 2024

    Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

    Show more Show less
    15 mins
Economics Personal Finance
Show more Show less

What listeners say about You & Your Money

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available