You & Your Money

De: WHZ Strategic Wealth Advisors
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  • 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
    © 2024 Weiss, Hale & Zahansky Strategic Wealth Advisors
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Economia Finanças Pessoais
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Episódios
  • Dealing With the Financial Impacts of A Serious Diagnosis

    Dealing With the Financial Impacts of A Serious Diagnosis
    Nov 6 2024

    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.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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    6 minutos
  • New Option to Help Pay Off Student Debt Faster

    New Option to Help Pay Off Student Debt Faster
    Oct 30 2024

    In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring Michael Baum, CFP® RICP®.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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    7 minutos
  • Monthly Market Update | October, 2024

    Monthly Market Update | October, 2024
    Oct 23 2024

    🎙️Get the scoop on the latest news from the financial markets in our October Market Update with Leisl Langevin, CFP® CDFA®.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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    3 minutos

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