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...
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You & Your Money
Hear Jim Zahansky, AWMA® and Laurence Hale, AAMS, CRPS® bring our Plan, Invest & Live Well process to life in the “You & Your Money” radio segment with hosts Gary Osbrey of WINY 1350 AM and...
Episodes
20 of 219 episodes
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...
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 n...
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, As...
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, Jonatha...
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...
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? Li...
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...
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, Medic...
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 th...
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...
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, benefi...
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...
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 inf...
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 Zahan...
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 Yo...
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 ep...
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 thi...
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 you...
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 asset...