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

    Exibir mais Exibir menos
    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

    Exibir mais Exibir menos
    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

    Exibir mais Exibir menos
    5 minutos
  • Tax Implications of Receiving an Inheritance
    Jan 8 2025

    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.

    - 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

    Exibir mais Exibir menos
    21 minutos
  • How to Gift Others With a Rich Life
    Jan 1 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

    Exibir mais Exibir menos
    7 minutos
  • Financial Year in Review
    Dec 18 2024

    - 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

    Exibir mais Exibir menos
    22 minutos
  • Gifting vs Inheritance
    Dec 16 2024

    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.

    - 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

    Exibir mais Exibir menos
    6 minutos
  • Market Update | December 2024
    Dec 11 2024

    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®.

    - 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

    Exibir mais Exibir menos
    3 minutos