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
214 episodes
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 executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the...
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? Listen to our latest episode for the details on what’s happening in the markets from
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 Mathews, CFP® breaks down what a 530A account actually is, what every family should understan...
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, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you.In t...
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 the largest intergenerational wealth transfer in history, and is being coined “The Great Wealth Transfer.”...
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 Senior Managing Partner & Chief Strategist
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, beneficiary forms, and healthcare directives can still create problems if they are outdated.Hear about ...
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 higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts...
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 inflation and earnings could mean for your investments.
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 Zahansky, AWMA.
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 You and Your Money with Jonathan Mathews, CFP®.See the companion blog post: https://whzwealth.com/b...
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 episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation de...
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 things aren't going as planned. In this episode, get a checklist of what to look for and do from WHZ Managi...
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 your bank account in our June Market Update, featuring
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 assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor
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 started out on strong financial footing from WHZ's AVP, Wealth Advisor
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 affects oil, inflation, and in...
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 working with AI to manage your wealth in our latest episode featuring
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 Senior Managing Partner & Chief Strategist Jim Zahansky.
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's Leisl L. Langevin, CFP® CDFA® shares what to consider as you determine what's right for your specific...
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 episode, WHZ VP, Associate Financial Advisor
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...
