95 episodes
You & Your Money Weiss, Hale & Zahansky Strategic Wealth Advisors
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- Business
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5.0 • 2 Ratings
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Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.
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Stocks Are Up: What To Do Now
The stock market is off to a TREMENDOUS start in 2024...
BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑
- Subscribe to the You and Your Money podcast
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- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com -
Owe Taxes? Do This Before You File and Save...
OWE TAXES? 🏦
See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.
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- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com -
How to Save Taxes on Your Investments
Want to LIMIT TAXES while INVESTING 💸 for the future?
Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉
#PlanInvestLiveWell #taxsavvy
#taxplanning #investing
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- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com -
Financial Advice for Women, from Women
This #WomensHistoryMonth, get financial advice for women, from women. 💪
Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their financial freedom. 💥
- 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 -
Market Update | March, 2024
💥 The S&P and Dow Jones hit new highs in late January.
What does that mean for you and your money? Find out in this quick update from Leisl L. 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 -
Why You Should Plan Taxes 2 Years at a Time
PREPARATION is key to seamless tax planning. 📝
Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time.
- 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
Customer Reviews
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Digestible pieces of financial knowledge for anyone on the go. GaryO and Wayne are also great hosts!
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