You & Your Money

Apr 17 2024

You & Your Money Podcast artwork

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

Apr 17 2024 6 mins

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- 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

Owe Taxes? Do This Before You File and Save...

Apr 10 2024 18 mins

OWE TAXES? 🏦 See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.- 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

How to Save Taxes on Your Investments

Apr 03 2024 8 mins

Want to LIMIT TAXES while INVESTING 💸 for the future? Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 #PlanInvestLiveWell #taxsavvy #taxplanning #investing- 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 Li

Financial Advice for Women, from Women

Mar 27 2024 7 mins

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 s

Market Update | March, 2024

Mar 20 2024 2 mins

💥 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

Why You Should Plan Taxes 2 Years at a Time

Mar 06 2024 17 mins

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

How to Afford Seasonal Living

Feb 28 2024 11 mins

Tired of winter's icy chill and craving warmth? 🏖️ 🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age. - 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.co

529 Tax Plan Benefits & Financial Aid Awareness Month

Feb 21 2024 8 mins

Learn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund. ✨ Featuring Laurence Hale, AAMS®, CRPS®- 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

Market Update | February, 2024

Feb 14 2024 5 mins

💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th... Will these trends continue? Find out more in this quick market update from Michael Baum, CFP®, RICP®. ➡️- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, Lin

How Business Owners Can Use AI to Achieve a Bigger Bottom Line

Feb 07 2024 8 mins

Looking for a COMPETITIVE ADVANTAGE for your business? Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖- 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