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10:08

You & Your Money

by Weiss, Hale & Zahansky Strategic Wealth Advisors

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.

Copyright: © 2024 Weiss, Hale & Zahansky Strategic Wealth Advisors

Episodes

Yes, It’s An Election Year – But Markets Don’t Play Politics

17m · Published 08 May 09:00

Why are long-term investors wise to tune out the political noise during election cycles?

Laurence Hale, AAMS®, CRPS® explains.

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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

Tips for Teaching Kids Financial Literacy

5m · Published 01 May 09:00

Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀

🎙️ Listen in and learn why...

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Monthly Market Update | April, 2024

2m · Published 24 Apr 09:00

💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️

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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

Stocks Are Up: What To Do Now

6m · Published 17 Apr 09:00

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 🔑

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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...

18m · Published 10 Apr 09:00

OWE TAXES? 🏦
See how you can keep more money in your own pocket withvaluable 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

8m · Published 03 Apr 09:00

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

7m · Published 27 Mar 09:00

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. 💥

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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

Market Update | March, 2024

2m · Published 20 Mar 09:00

💥 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®. 🎙️

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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

Why You Should Plan Taxes 2 Years at a Time

17m · Published 06 Mar 10:00

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.

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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 Afford Seasonal Living

11m · Published 28 Feb 10:00

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.

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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

You & Your Money has 99 episodes in total of non- explicit content. Total playtime is 16:43:50. The language of the podcast is English. This podcast has been added on November 23rd 2022. It might contain more episodes than the ones shown here. It was last updated on May 8th, 2024 11:41.

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