Episodes

  • 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.

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    7 mins
  • 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.

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    3 mins
  • 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.

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    15 mins
  • 2024 Mid Year Outlook
    Jul 10 2024

    Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates.

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    8 mins
  • 3 Steps To Financial Freedom
    Jul 3 2024

    This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to financial freedom.

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    6 mins
  • Monthly Market Update | June, 2024
    Jun 19 2024

    🚀 It's been a record-breaking year for the markets so far this year, but what about those interest rate hikes? What does that mean for you and your money?

    Find out in this quick update from 🎙️ Holly C. Wanegar, CFP®.

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    3 mins
  • 5 Tips for Managing A Large Inheritance
    Jun 5 2024

    When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance!

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    9 mins
  • Best Ways to Save for College
    May 29 2024

    What is the best way to SAVE for COLLEGE? 👩‍🎓

    🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach.

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    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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    5 mins