PODCAST · business
You & Your Money
by WHZ Strategic Wealth Advisors
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life." Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. 697 Pomfret St., Pomfret Center, CT 06259 392-A M
Episodes
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Market Update | October 2026
What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and…
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Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31
Fall is the last stretch of the year when you still have real options... On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last quarter of the year is when the most valuable planning decisions...
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The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know
IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the companion blog post:...
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How to Maximize Executive Compensation in 2026
The One Big Beautiful Bill Act made the current federal tax brackets permanent — the top rate stays at 37% instead of jumping to 39.6%. For executives with bonuses, stock options, and deferred compensation agreements, that certainty changes the planning math. In this episode of You & Your Money,...
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Market Update | September 2026
Markets have continued to trend up, even despite inflation, geopolitical events, and other impacts. But is that trend likely to continue? Listen to our latest episode for the details on what’s happening in the markets from Jonathan Mathews, CFP®. - Subscribe to the You and Your Money podcast -...
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What to Know Before Opening a Trump Account for Your Child
Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child? On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understand before opening one, and why he opened accounts for his own...
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Traditional vs. Roth IRA: Is It Time to Convert To A Roth?
A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you. In this episode, Jim Zahansky, AWMA®, Senior Managing Partner &...
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Women and The Great Wealth Transfer
Over the next two decades, more than $84 trillion is expected to pass from the Silent Generation and Baby Boomers to their heirs. This is the largest intergenerational wealth transfer in history, and is being coined “The Great Wealth Transfer.” This is particularly significant for women because...
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Market Update | August 2026
Get caught up on what's been happening in the financial markets over the last month, and what it could mean for you and your money, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn...
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Your Estate Plan Just Got An Upgrade – What To Do Now
Estate planning just changed; your plan may need to as well. The OBBBA may ease federal estate tax pressure, but older wills, trusts, beneficiary forms, and healthcare directives can still create problems if they are outdated. Hear about what to consider on our latest podcast with Jonathan…
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New Tax Rules, New Opportunities
For high earners in their 30s, 40s, and early 50s, the One Big Beautiful Bill Act creates a new tax and financial planning environment. The higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts for children all deserve attention, but not every...
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Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments
Inflation is rising, but despite that, corporate earnings have continued to grow. In this episode, find out what this tug of war between inflation and earnings could mean for your investments. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube -...
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Market Update | July 2026
Get caught up on the markets and what it could mean for you and your wallet, with WHZ Senior Managing Partner & Chief Strategist James 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…
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How Much Should You Have Saved by Age 40? 50? 60?
Do you have enough saved for your stage in life? Find out the metrics that really matter, and how you stack up, in this latest episode of You and Your Money with Jonathan Mathews, CFP®. See the companion blog post: https://whzwealth.com/blog/how-much-should-you-really-have-saved-by-age-40-50-60 -...
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3 Powerful Midyear Financial Moves
For high-income earners, mid-year is a critical window to evaluate compensation, tax exposure, and long-term planning strategies. In this episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation decisions with tax strategy in order to reduce…
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Business Owner's Mid-Year Financial Gut Check
Mid-year is a critical time for business owners to capitalize on successes gained in the first half of the year, and course-correct when things aren't going as planned. In this episode, get a checklist of what to look for and do from WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®....
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Market Update | June 2026
From the ripple effects of the war in Iran to the financial markets here at home, get caught up with what’s affecting your portfolio and your bank account in our June Market Update, featuring Jonathan Mathews, CFP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram,...
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Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth
Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews, CFP®. READ THE COMPANION BLOG POST > - Subscribe to the You and Your...
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Gifts for Grads More Valuable Than Cash
Graduation is more than a milestone; it’s a critical financial starting point. In this episode, learn how to help the grad in your life get started out on strong financial footing from WHZ's AVP, Wealth Advisor Logan Lum. LEARN MORE IN THE COMPANION BLOG POST > - Subscribe to the You and Your…
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The Economic Impacts of War: What History Tells Us
How does war impact the stock market and economy? WHZ Senior Managing Partner & Chief Strategist Jim Zahansky shares how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility. READ THE COMPANION BLOG > -...
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What You Should Know About AI Driven Financial Insights in 2026
AI can do a lot. So can it also help you strategize your financial plan and investments? Find out the opportunities and limitations of working with AI to manage your wealth in our latest episode featuring WHZ Senior Managing Partner & Chief Strategist Jim Zahansky. - Subscribe to the You and Your...
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Market Update | May 2026
Find out how volatile world events are affecting the markets and potentially your investments, in our latest Market Update podcast with WHZ Senior Managing Partner & Chief Strategist Jim Zahansky. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and…
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Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
Many next-gen investors are particularly interested in alternative investments. But is it a good idea to add more of them to portfolios? WHZ's Leisl L. Langevin, CFP® CDFA® shares what to consider as you determine what's right for your specific financial goals. - Subscribe to the You and Your…
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5 Steps to Build Financial Confidence
If you struggle with having confidence in your financial decisions, you're not alone (particularly if you're a woman). In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® explains the steps you can take to build up that confidence so you can move more confidently toward…
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Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Business owners: find out how to position yourself and your business for the Great Wealth Transfer. In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory,...
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Economic Impacts of The War in Iran
Find out how the war in Iran is affecting everything from the markets to individual finances, and what you can do to weather the impacts, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®, - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn…
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Market Update | April 2026
Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James 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...
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The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
What comes *after* the Great Wealth Transfer? In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strategies, family conversations and commitments that are required to keep growing family wealth after it's inherited. Find out more and download the free guide:...
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Political Unrest and Market Trends: What Does History Tell Us?
Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad. In our latest You And Your Money podcast, WHZ Senior Partner and Chief Investment Officer Laurence Hale uses a historical lens to help shed some light on today's market...
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The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future. The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the…
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Market Update | March 2026
There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's Holly C. 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...
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New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share how tax law and financial policy is changing all the time and that is certainly true now, as…
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How OBBBA Changes Coming in 2026 Will Affect Your Finances
The One Big Beautiful Bill Act, or OBBBA, is bringing a host of changes to financial policy this year. Tune in to find out how they could affect your finances in both the short and long term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews. - Subscribe to the You and Your...
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Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
Learn how to create and preserve generational wealth! in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share: 💥 Why what you do NOW could make or…
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Market Update | February 2026
There's a lot happening in the world, and in the markets. WHZ Strategic Wealth Advisors' Holly C. Wanegar, CFP® brings you up to date on what you need to know. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored...
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How to Minimize Your 2026 Tax Bill
Do you typically look forward to a big tax refund? If so, you're probably doing taxes all wrong. In this episode, Holly C. Wanegar, CFP® shares how you can minimize what you pay in taxes in the first place, and keep more of your hard-earned money working for YOU. Read more on the WHZ blog > -...
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2026 Retirement Planning Checklist
NEW THINGS TO KNOW TO MAXIMIZE YOUR RETIREMENT 💰 Whether you're 5 years away from retirement or 25, you'll want to tune in to this episode, featuring WHZ Associate Vice President, Lead Wealth Advisor Logan Lum. Read more about this on the WHZ blog > - Subscribe to the You and Your Money podcast…
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Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work,...
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Market Update | January 2026
New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor 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 create a tailored financial strategy to help you live with...
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How to Prioritize Your 2026 Financial Goals
Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares If the past few years have taught us anything, it’s that financial planning today requires both...
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2026 Tax Season: What to Know & How to Prepare
Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new…
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2025 Year In Review
2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2025, the lessons every investor should take into the new year, and why...
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Market Update | December 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
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Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for...
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The New Things to Know About Building Generational Wealth
Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning. WHZ Senior Partner & Chief Investment Officer Laurence Hale, AAMS® CRPS® explains. - Subscribe to…
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Untangling Headlines from Reality When Making Financial Decisions
In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this episode of You and Your Money, WHZ Senior Partner and Chief Investment Officer Laurence Hale joins host Gary to break down how to separate media noise from...
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Market Update - November 2025
Find out what's been happening in the financial markets with this quick rundown from WHZ Senior Partner and Chief Investment Officer Laurence Hale. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial...
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How to Plan for The Cost of Growing Old
Most people think about saving for retirement but many never think about the high costs of medical and other care that can be required as we age. In this episode, WHZ Senior Partner & Chief Investment Officer Laurence Hale and Heather O'Rourke of Simplify Life Services, LLC break down what you…
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Why Q4 Investment Portfolio Positioning Matters More Than Ever
Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and...
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Market Update – October 2025
Get the latest insights on how the financial markets are performing from WHZ's Managing Partner, Advisory 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 create a tailored financial strategy to...
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ABOUT THIS SHOW
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259 392-A M
HOSTED BY
WHZ Strategic Wealth Advisors
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Frequently Asked Questions
How many episodes does You & Your Money have?
You & Your Money currently has 217 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is You & Your Money about?
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth...
How often does You & Your Money release new episodes?
You & Your Money publishes regularly with 217 episodes available. Check the episode list for the typical release schedule.
Where can I listen to You & Your Money?
You can listen to You & Your Money on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts You & Your Money?
You & Your Money is created and hosted by WHZ Strategic Wealth Advisors.
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