How Stocks Have Overcome A "Wall of Worry" in 2025
You & Your Money
Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And yet earnings continued to improve, overcoming a wall of worry and ascending to new heights despite a long list of scary news headlines. But how?
In this episode, WHZ's Jim Zahansky, AWMA® takes stock of how the markets have managed to push past all these worries and hit record levels recently.
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Market Update | August 2025
You & Your Money
Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.
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What Executives Retiring in The Next 5 Years Need to Know Now
You & Your Money
If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement.
In this episode of You & Your Money, WHZ Senior Partner, Chief Strategist Jim Zahansky shares the critical moves you need to make right now to maximize your retirement funds for the near future.
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What Financial Freedom Really Means, And How to Achieve It
You & Your Money
Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when your money works for you, rather than you constantly working for money. In this episode, WHZ Managing Partner Leisl Langevin shares what to do – and what to avoid – in order to achieve and maintain financial freedom over the long term.
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Unpacking the Big Beautiful Bill Act
You & Your Money
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 affect your pocketbook.
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Why It's Critical to Do A Midyear Financial Checkup in 2025
You & Your Money
Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility.
In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financial checkup, and what to be particularly aware of for 2025.
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Market Update | July 2025
You & Your Money
Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®.
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Best Investment Options for Your Emergency Fund
You & Your Money
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What to Know About Business Interruption Insurance
You & Your Money
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3 Steps to Financial Freedom
You & Your Money
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How to Live Well Now While Planning for the Future
You & Your Money
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Market Update | June 2025
You & Your Money
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529 Plan Most Frequent Q&As
You & Your Money
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Riding the Tariffs Rollercoaster
You & Your Money
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Market Update | May 2025
You & Your Money
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How to Save More, and Teach Kids to as Well
You & Your Money
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Best Way to Make a Financial Plan for College
You & Your Money
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Are ESG Funds a Good Investment?
You & Your Money
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Market Update | April 2025
You & Your Money
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Financial Impacts of Trumps First 60 Days
You & Your Money
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Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later
You & Your Money
Listen in as the WHZ advisory team shares their experience of living through the first weeks of the pandemic, how the helped clients to navigate the financial and other uncertainties of that time, and how those lessons carry through strongly into today's uncertain environment as well.
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How to Manage a Windfall
You & Your Money
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Introducing Jonathan Mathews
You & Your Money
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Market Update | March 2025
You & Your Money
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Financial Empowerment Tips for Women Business Owners
You & Your Money
Holly C. Wanegar, CFP® shares how women can leverage strategic financial planning and partnerships to help build both business success and personal financial security.
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How Stocks Have Overcome A "Wall of Worry" in 2025
8:07
Market Update | August 2025
3:12
What Executives Retiring in The Next 5 Years Need to Know Now
5:39
What Financial Freedom Really Means, And How to Achieve It
7:22
Unpacking the Big Beautiful Bill Act
9:25
Why It's Critical to Do A Midyear Financial Checkup in 2025
15:05
Market Update | July 2025
3:21
Best Investment Options for Your Emergency Fund
7:31
What to Know About Business Interruption Insurance
9:41
3 Steps to Financial Freedom
6:28
How to Live Well Now While Planning for the Future
8:57
Market Update | June 2025
3:19
529 Plan Most Frequent Q&As
7:13
Riding the Tariffs Rollercoaster
10:21
Market Update | May 2025
3:27
How to Save More, and Teach Kids to as Well
7:07
Best Way to Make a Financial Plan for College
10:08
Are ESG Funds a Good Investment?
10:24
Market Update | April 2025
2:43
Financial Impacts of Trumps First 60 Days
7:52
Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later
21:11
How to Manage a Windfall
7:51
Introducing Jonathan Mathews
9:18
Market Update | March 2025
4:18
Financial Empowerment Tips for Women Business Owners
5:29