You & Your Money
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
Episodes
193 episodes
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 Ahead of the Great Wealth Transfer podcast series, our financial partners along with business success...
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, with WHZ Managing Partner, Advisory
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 Strategist, James Zahansky, AWMA®.
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 strategies, family conversations and commitments that are required to keep growing family wealth a...
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 You And Your Money podcast, WHZ Senior Partner and Chief Inves...
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 future.The research is clear: women are disciplined, long-term investors and often outperform men ...
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 C. Wanegar, CFP®.
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 Leisl Langevin, along with KKC Law partner Allison Poirier share ho...
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 affect your finances in both the short and long term.Featuring WHZ Associate Vice President, Wealth...
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 Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with
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 date on what you need to know.
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® shares how you can minimize what you...
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 this episode, featuring WHZ Associate Vice President, Lead ...
Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disrupti...
Market Update | January 2026
New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®.
How to Prioritize Your 2026 Financial Goals
Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. L...
2026 Tax Season: What to Know & How to Prepare
Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know ab...
2025 Year In Review
2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2...
Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax la...
The New Things to Know About Building Generational Wealth
Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning. WHZ Senior Partner & Chief Investment Offic...
Untangling Headlines from Reality When Making Financial Decisions
In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this episode of You and Your Money, WHZ Senior Partner and Chief Investment Officer Laurence Hale...
Market Update - November 2025
Find out what's been happening in the financial markets with this quick rundown from WHZ Senior Partner and Chief Investment Officer Laurence Hale.
How to Plan for The Cost of Growing Old
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 age. In this episode, WHZ Senior Partner & Chief Investment Officer Laurence Hale and Heather O'Rou...
Why Q4 Investment Portfolio Positioning Matters More Than Ever
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 other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high ...