You & Your Money
by Weiss, Hale & Zahansky Strategic Wealth AdvisorsBe 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
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
8m · PublishedWhen it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®.
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What Professionals Should Do Before Leaving A Job
14m · PublishedConsidering making a job or career change soon? Tune in for some important financial steps to take before leaving a job on the latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.
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Retirement Strategy: Money & Longevity
9m · PublishedWill your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring Jim Zahansky, AWMA®.
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Monthly Market Update | June, 2023
4m · Published👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring Michael Baum, CFP®, RICP®.
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Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
8m · PublishedIt's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®.
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An Update on Student Loan Forgiveness
8m · PublishedWhile student loans are very common, most find it hard to stay on track when paying them back. Refinancing may seem like a good option, but make sure to educate yourself with these 10 must-know facts presented by Michael Baum, CFP®, RICP®.
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Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance
6m · PublishedBalancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable from Leisl L. Cording, 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
Monthly Market Update | May, 2023
1m · PublishedHear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, 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
Financial Planning for Divorce
7m · PublishedDivorce is a difficult process to go through, especially when it comes to the financial aspect. Tune in for some important insight presented to you by Leisl L. Cording, CFP®, CDFA® (Certified Divorce Financial Analyst).
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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
Think ESG Investing
7m · PublishedWant to put your investments where your values are? Find out how to do it through ESG investing on our latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.
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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 24th, 2024 21:10.
