
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...
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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...

Business owners: find out how to position yourself and your business for the Great Wealth Transfer. In this final episode of our Getting Ahe...

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...

Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strateg...

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...

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...

Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial fu...

There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's Holly...

in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Le...

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...

Learn how to create and preserve generational wealth! in this first episode of our special series, Getting Ahead of The Great Wealth Transfe...

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...

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...

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...

Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout his...

New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®. - Subscribe to the You...

Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managin...

Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMo...

2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partne...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to o...

Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally chan...

In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this ep...

Find out what's been happening in the financial markets with this quick rundown from WHZ Senior Partner and Chief Investment Officer La...

Most people think about saving for retirement but many never think about the high costs of medical and other care that can be required as we...

Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any othe...

Get the latest insights on how the financial markets are performing from WHZ's Managing Partner, Advisory Leisl L Langevin, CFP® CDFA®....

With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of you...

WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) tha...

The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennia...

Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Ou...

Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, CFP®....

Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years...

Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And...

Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®. - Subscribe to the...

If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatical...

Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when...

The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly...

Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is par...

Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ Managing Partner, Advisory Leisl L....

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...

- Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored...