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3 Powerful Midyear Financial Moves
You & Your Money
You & Your Money
3 Powerful Midyear Financial Moves
Jul 08, 2026
Season 5
Episode 25
WHZ Strategic Wealth Advisors
For high-income earners, mid-year is a critical window to evaluate compensation, tax exposure, and long-term planning strategies. In this episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation decisions with tax strategy in order to reduce surprises and create more control.
Read the companion blog post: https://whzwealth.com/blog/three-powerful-mid-year-financial-moves-for-executives
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