Episódios

  • Trump Presidency 2.0: What It Could Mean for the Financial Markets
    Nov 13 2024

    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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    20 minutos
  • 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.

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    6 minutos
  • 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®.

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    7 minutos
  • 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®.

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    3 minutos
  • AI's Effects on Financial Management
    Oct 16 2024

    Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.

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    14 minutos
  • The Presidential Candidates On The Economy
    Oct 9 2024

    WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.

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    7 minutos
  • Dividing Assets at Divorce: What to Know
    Sep 25 2024

    There's a lot to consider when going through a divorce, and your finances are certainly no exception. Certified Divorce Financial Analyst Leisl Langevin shares what to know and do to protect your assets in this latest episode.

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    14 minutos
  • Market Update | September 2024
    Sep 18 2024

    All indications point to interest rates continuing to lower in the coming months. Find out what it could mean for You and Your Money on this week's episode with Michael Baum, CFP® RICP®.

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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

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    3 minutos