You & Your Money

De: WHZ Strategic Wealth Advisors
  • Sumário

  • 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

    © 2025 Weiss, Hale & Zahansky Strategic Wealth Advisors
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Episódios
  • The Retire and Relocate Strategy
    Jan 29 2025

    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®.

    - 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

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    7 minutos
  • 2025 Financial Outlook
    Jan 22 2025

    - 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

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    18 minutos
  • Monthly Market Update: January 2025
    Jan 15 2025

    - 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

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    5 minutos
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