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...
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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 214 episodes
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...
Gifts for Grads More Valuable Than Cash
Graduation is more than a milestone; it’s a critical financial starting point. In this episode, learn how to help the grad in your life get...
The Economic Impacts of War: What History Tells Us
How does war impact the stock market and economy? WHZ Senior Managing Partner & Chief Strategist Jim Zahansky shares how the Iran conflict a...
What You Should Know About AI Driven Financial Insights in 2026
AI can do a lot. So can it also help you strategize your financial plan and investments? Find out the opportunities and limitations of worki...
Market Update | May 2026
Find out how volatile world events are affecting the markets and potentially your investments, in our latest Market Update podcast with WHZ...
Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
Many next-gen investors are particularly interested in alternative investments. But is it a good idea to add more of them to portfolios? WHZ...