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 2025, the lessons every investor should take into the new year, and why discipline and diversification mattered more than ever. Don’t miss this clear, actionable recap to close out the year with confidence.

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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 law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.

In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® walks you through key strategies to help you give more while saving more on taxes.

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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 Officer Laurence Hale, AAMS® CRPS® explains. 

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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 joins host Gary to break down how to separate media noise from meaningful financial insight.

From the ongoing government shutdown and shifting tariff policies to inflation updates, rate cuts, and market volatility, Laurence explains why the most attention-grabbing stories often lack the context needed for good decision-making. He uncovers what’s really happening beneath the headlines—and why long-term planning, discipline, and emotional awareness matter far more than day-to-day market moves.

Listeners will learn:

• Why markets often behave differently than the headlines suggest
• How tariff announcements, shutdowns, and rate decisions actually impact investors
• The difference between volatility and true long-term risk
• How behavioral finance shapes our reactions—and how to avoid costly emotional decisions
• Why “time in the market” consistently beats “timing the market”
• The three questions to ask yourself before reacting to any financial news story

Laurence also shares practical guidance on navigating uncertainty, including how a written financial plan can act as an anchor during turbulent times.

If you want to worry less, plan smarter, and keep your financial life on track no matter what’s in the news cycle, this episode will give you clarity—and confidence.

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

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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'Rourke of Simplify Life Services, LLC break down what you need to know and do now in order to live well when you're older.

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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 levels and sporting lofty valuations despite economic and political uncertainty.     

So, perhaps now more than ever, investors should review their portfolios to ensure they have recently been rebalanced and reflect their risk tolerance. 

In this episode, we share some of the worries the market will have to surmount in the second half of the year in order to continue climbing, and what you should consider doing to keep your portfolio balanced.

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

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With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

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WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.

READ THE COMPANION BLOG POST >

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The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.

READ THE COMPANION BLOG POST >

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Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credit score healthy.

Read more about it on our blog >

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

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Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted retirement plans. In this episode, WHZ's Jonathan Mathews shares what you can do to protect your health and wealth during retirement.

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

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 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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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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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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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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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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- Subscribe to the You and Your Money podcast
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

- Subscribe to the You and Your Money podcast
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com