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...
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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...
You & Your Money Podcast Guide
Listen to You & Your Money, a Business podcast by Weiss, Hale & Zahansky Strategic Wealth Advisors. Stream 200 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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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...
5 Steps to Build Financial Confidence
If you struggle with having confidence in your financial decisions, you're not alone (particularly if you're a woman). In this epi...
Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Business owners: find out how to position yourself and your business for the Great Wealth Transfer. In this final episode of our Getting Ahe...
Economic Impacts of The War in Iran
Find out how the war in Iran is affecting everything from the markets to individual finances, and what you can do to weather the impacts, wi...
Market Update | April 2026
Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strateg...
The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
What comes *after* the Great Wealth Transfer? In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strate...
Political Unrest and Market Trends: What Does History Tell Us?
Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad. In our latest Yo...
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial fu...
Market Update | March 2026
There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's Holly...
New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Le...
How OBBBA Changes Coming in 2026 Will Affect Your Finances
The One Big Beautiful Bill Act, or OBBBA, is bringing a host of changes to financial policy this year. Tune in to find out how they could af...
Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
Learn how to create and preserve generational wealth! in this first episode of our special series, Getting Ahead of The Great Wealth Transfe...
Market Update | February 2026
There's a lot happening in the world, and in the markets. WHZ Strategic Wealth Advisors' Holly C. Wanegar, CFP® brings you up to d...
How to Minimize Your 2026 Tax Bill
Do you typically look forward to a big tax refund? If so, you're probably doing taxes all wrong. In this episode, Holly C. Wanegar, CFP...
2026 Retirement Planning Checklist
NEW THINGS TO KNOW TO MAXIMIZE YOUR RETIREMENT 💰 Whether you're 5 years away from retirement or 25, you'll want to tune in to thi...