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 to Avoid Financial Scams at Tax Time and Beyond
You & Your Money
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Impacts if the Tax Cuts and Jobs Act is Allowed to Expire
You & Your Money
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4 Financial Red Flags In A Relationship
You & Your Money
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Monthly Market Update: February 2025
You & Your Money
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The Unique Estate Planning Challenges That Women Face
You & Your Money
Why do women face unique estate planning challenges? WHZ Associate Vice President Holly Wanegar, CFP® shares an overview and what to do about them.
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3 Big Changes to Retirement Savings Rules in 2025
You & Your Money
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The Retire and Relocate Strategy
You & Your Money
It's a growing trend for retirees looking to stretch their savings. Could it be a good option for you? Find out what to consider on the latest You And Your Money podcast with Jim Zahansky, AWMA®.
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2025 Financial Outlook
You & Your Money
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Monthly Market Update: January 2025
You & Your Money
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Tax Implications of Receiving an Inheritance
You & Your Money
If you received an inheritance this year, you won't want to miss this episode. Laurence Hale, AAMS®, CRPS® shares tips and insights on how to pay less taxes on the inheritance, so you can make the most of the financial gift you've been given.
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How to Gift Others With a Rich Life
You & Your Money
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Financial Year in Review
You & Your Money
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Gifting vs Inheritance
You & Your Money
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. Both strategies have potential benefits and drawbacks for you and your beneficiaries. Understanding the key differences between gifting and inheritance can help you determine which approach may be better for you and your loved ones.
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Market Update | December 2024
You & Your Money
Stay informed with market insights, economic analyses, and strategic wealth management opportunities that can help empower your financial future. Learn more in the latest market update with Holly Wanegar, CFP®.
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How to Give More to The Charities You Want to Support
You & Your Money
There are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how.
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Market Update | November 2024
You & Your Money
The economy is growing but what about the stock market and your retirement investments? Find out in the latest Market Update with Laurence Hale, AAMS® CRPS®.
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Trump Presidency 2.0: What It Could Mean for the Financial Markets
You & Your Money
As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances.
WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet.
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Dealing With the Financial Impacts of A Serious Diagnosis
You & Your Money
If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that.
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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
How to Avoid Financial Scams at Tax Time and Beyond
8:34
Impacts if the Tax Cuts and Jobs Act is Allowed to Expire
8:39
4 Financial Red Flags In A Relationship
6:15
Monthly Market Update: February 2025
2:52
The Unique Estate Planning Challenges That Women Face
7:04
3 Big Changes to Retirement Savings Rules in 2025
5:38
The Retire and Relocate Strategy
6:38
2025 Financial Outlook
18:29
Monthly Market Update: January 2025
4:33
Tax Implications of Receiving an Inheritance
20:54
How to Gift Others With a Rich Life
6:38
Financial Year in Review
22:01
Gifting vs Inheritance
5:49
Market Update | December 2024
2:41
How to Give More to The Charities You Want to Support
6:11
Market Update | November 2024
2:01
Trump Presidency 2.0: What It Could Mean for the Financial Markets
20:12
Dealing With the Financial Impacts of A Serious Diagnosis
6:03