You & Your Money

By: Weiss Hale & Zahansky Strategic Wealth Advisors
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  • Summary

  • 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.

    Weiss, Hale & Zahansky (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 Merrow Rd., Tolland, CT 06084
    860-928-2341
    © 2024 Weiss, Hale & Zahansky Strategic Wealth Advisors
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Economics Personal Finance
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Episodes
  • Market Update | September 2024

    Market Update | September 2024
    Sep 18 2024

    All indications point to interest rates continuing to lower in the coming months. Find out what it could mean for You and Your Money on this week's episode with Michael Baum, CFP® RICP®.

    - 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

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    3 mins
  • Market Update | August 2024

    Market Update | August 2024
    Aug 28 2024

    The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's 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

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    3 mins
  • Why Bonds Should Be Part of Your Retirement Portfolio

    Why Bonds Should Be Part of Your Retirement Portfolio
    Aug 21 2024

    Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications.

    - 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

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    6 mins

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