You & Your Money
By WHZ Strategic Wealth Advisors
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Category: Investing
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Episodes: 199
Description
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 Merrow Rd., Tolland, CT 06084
860-928-2341
| Episode | Date |
|---|---|
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Gifts for Grads More Valuable Than Cash
|
Jun 10, 2026 |
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The Economic Impacts of War: What History Tells Us
|
Jun 03, 2026 |
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What You Should Know About AI Driven Financial Insights in 2026
|
May 27, 2026 |
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Market Update | May 2026
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May 20, 2026 |
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Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
|
May 13, 2026 |
|
5 Steps to Build Financial Confidence
|
May 06, 2026 |
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Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
|
Apr 29, 2026 |
|
Economic Impacts of The War in Iran
|
Apr 22, 2026 |
|
Market Update | April 2026
|
Apr 15, 2026 |
|
The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
|
Apr 08, 2026 |
|
Political Unrest and Market Trends: What Does History Tell Us?
|
Apr 01, 2026 |
|
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
|
Mar 25, 2026 |
|
Market Update | March 2026
|
Mar 18, 2026 |
|
New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
|
Mar 11, 2026 |
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How OBBBA Changes Coming in 2026 Will Affect Your Finances
|
Mar 04, 2026 |
|
Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
|
Feb 25, 2026 |
|
Market Update | February 2026
|
Feb 18, 2026 |
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How to Minimize Your 2026 Tax Bill
|
Feb 11, 2026 |
|
2026 Retirement Planning Checklist
|
Feb 04, 2026 |
|
Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
|
Jan 28, 2026 |
|
Market Update | January 2026
|
Jan 21, 2026 |
|
How to Prioritize Your 2026 Financial Goals
|
Jan 14, 2026 |
|
2026 Tax Season: What to Know & How to Prepare
|
Jan 07, 2026 |
|
2025 Year In Review
|
Dec 17, 2025 |
|
Market Update | December 2025
|
Dec 10, 2025 |
|
Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
|
Dec 03, 2025 |
|
The New Things to Know About Building Generational Wealth
|
Nov 26, 2025 |
|
Untangling Headlines from Reality When Making Financial Decisions
|
Nov 19, 2025 |
|
Market Update - November 2025
|
Nov 12, 2025 |
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How to Plan for The Cost of Growing Old
|
Nov 05, 2025 |
|
Why Q4 Investment Portfolio Positioning Matters More Than Ever
|
Oct 29, 2025 |
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Market Update – October 2025
|
Oct 22, 2025 |
|
Your Year-End Financial Checklist
|
Oct 15, 2025 |
|
6 OBBBA Tax Wins for Small Business Owners
|
Oct 08, 2025 |
|
How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
|
Oct 01, 2025 |
|
FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
|
Sep 24, 2025 |
|
Market Update - September 2025
|
Sep 17, 2025 |
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How to Keep Rising Healthcare Costs From Killing Your Retirement
|
Sep 10, 2025 |
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How Stocks Have Overcome A "Wall of Worry" in 2025
|
Sep 03, 2025 |
|
Market Update | August 2025
|
Aug 27, 2025 |
|
What Executives Retiring in The Next 5 Years Need to Know Now
|
Aug 20, 2025 |
|
What Financial Freedom Really Means, And How to Achieve It
|
Aug 13, 2025 |
|
Unpacking the Big Beautiful Bill Act
|
Aug 06, 2025 |
|
Why It's Critical to Do A Midyear Financial Checkup in 2025
|
Jul 30, 2025 |
|
Market Update | July 2025
|
Jul 23, 2025 |
|
Best Investment Options for Your Emergency Fund
|
Jul 16, 2025 |
|
What to Know About Business Interruption Insurance
|
Jul 09, 2025 |
|
3 Steps to Financial Freedom
|
Jul 02, 2025 |
|
How to Live Well Now While Planning for the Future
|
Jun 25, 2025 |
|
Market Update | June 2025
|
Jun 18, 2025 |
|
529 Plan Most Frequent Q&As
|
Jun 11, 2025 |
|
Riding the Tariffs Rollercoaster
|
Jun 04, 2025 |
|
Market Update | May 2025
|
May 28, 2025 |
|
How to Save More, and Teach Kids to as Well
|
May 21, 2025 |
|
Best Way to Make a Financial Plan for College
|
May 14, 2025 |
|
Are ESG Funds a Good Investment?
|
May 07, 2025 |
|
Market Update | April 2025
|
Apr 30, 2025 |
|
Financial Impacts of Trumps First 60 Days
|
Apr 23, 2025 |
|
Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later
|
Apr 16, 2025 |
|
How to Manage a Windfall
|
Apr 09, 2025 |
|
Introducing Jonathan Mathews
|
Apr 02, 2025 |
|
Market Update | March 2025
|
Mar 26, 2025 |
|
Financial Empowerment Tips for Women Business Owners
|
Mar 19, 2025 |
|
How to Avoid Financial Scams at Tax Time and Beyond
|
Mar 12, 2025 |
|
Impacts if the Tax Cuts and Jobs Act is Allowed to Expire
|
Mar 05, 2025 |
|
4 Financial Red Flags In A Relationship
|
Feb 26, 2025 |
|
Monthly Market Update: February 2025
|
Feb 20, 2025 |
|
The Unique Estate Planning Challenges That Women Face
|
Feb 12, 2025 |
|
3 Big Changes to Retirement Savings Rules in 2025
|
Feb 05, 2025 |
|
The Retire and Relocate Strategy
|
Jan 29, 2025 |
|
2025 Financial Outlook
|
Jan 22, 2025 |
|
Monthly Market Update: January 2025
|
Jan 15, 2025 |
|
Tax Implications of Receiving an Inheritance
|
Jan 08, 2025 |
|
How to Gift Others With a Rich Life
|
Jan 01, 2025 |
|
Financial Year in Review
|
Dec 18, 2024 |
|
Gifting vs Inheritance
|
Dec 16, 2024 |
|
Market Update | December 2024
|
Dec 11, 2024 |
|
How to Give More to The Charities You Want to Support
|
Dec 04, 2024 |
|
Market Update | November 2024
|
Nov 27, 2024 |
|
Trump Presidency 2.0: What It Could Mean for the Financial Markets
|
Nov 13, 2024 |
|
Dealing With the Financial Impacts of A Serious Diagnosis
|
Nov 06, 2024 |
|
New Option to Help Pay Off Student Debt Faster
|
Oct 30, 2024 |
|
Monthly Market Update | October, 2024
|
Oct 23, 2024 |
|
AI's Effects on Financial Management
|
Oct 16, 2024 |
|
The Presidential Candidates On The Economy
|
Oct 09, 2024 |
|
Dividing Assets at Divorce: What to Know
|
Sep 25, 2024 |
|
Market Update | September 2024
|
Sep 18, 2024 |
|
Market Update | August 2024
|
Aug 28, 2024 |
|
Why Bonds Should Be Part of Your Retirement Portfolio
|
Aug 21, 2024 |
|
Smart Mid Year Money Moves
|
Aug 14, 2024 |
|
How to Choose Which Business Structure is Best for Your Business
|
Aug 07, 2024 |
|
When to Invest Back Into Markets After Interest Rates Are High
|
Jul 31, 2024 |
|
July Market Update
|
Jul 24, 2024 |
|
Planning Your Retirement Lifestyle
|
Jul 17, 2024 |
|
2024 Mid Year Outlook
|
Jul 10, 2024 |
|
3 Steps To Financial Freedom
|
Jul 03, 2024 |
|
Monthly Market Update | June, 2024
|
Jun 19, 2024 |
|
5 Tips for Managing A Large Inheritance
|
Jun 05, 2024 |
|
Best Ways to Save for College
|
May 29, 2024 |
|
Monthly Market Update | May, 2024
|
May 22, 2024 |
|
Is It Better To Save or Invest?
|
May 15, 2024 |
|
Yes, It’s An Election Year – But Markets Don’t Play Politics
|
May 08, 2024 |
|
Tips for Teaching Kids Financial Literacy
|
May 01, 2024 |
|
Monthly Market Update | April, 2024
|
Apr 24, 2024 |
|
Stocks Are Up: What To Do Now
|
Apr 17, 2024 |
|
Owe Taxes? Do This Before You File and Save...
|
Apr 10, 2024 |
|
How to Save Taxes on Your Investments
|
Apr 03, 2024 |
|
Financial Advice for Women, from Women
|
Mar 27, 2024 |
|
Market Update | March, 2024
|
Mar 20, 2024 |
|
Why You Should Plan Taxes 2 Years at a Time
|
Mar 06, 2024 |
|
How to Afford Seasonal Living
|
Feb 28, 2024 |
|
529 Tax Plan Benefits & Financial Aid Awareness Month
|
Feb 21, 2024 |
|
Market Update | February, 2024
|
Feb 14, 2024 |
|
How Business Owners Can Use AI to Achieve a Bigger Bottom Line
|
Feb 07, 2024 |
|
Interest Rates, Investments & Innovation: A Look Ahead at 2024
|
Jan 31, 2024 |
|
5 Tips for Setting Your Financial Strategy for 2024
|
Jan 24, 2024 |
|
Market Update | January, 2024
|
Jan 17, 2024 |
|
The Most Impactful Financial Changes of 2023
|
Dec 27, 2023 |
|
2023 Bright Spots for Investors Despite Volatile Markets
|
Dec 20, 2023 |
|
Monthly Market Update | December, 2023
|
Dec 13, 2023 |
|
Phantom Stock Compensation: What it Is and What to Know
|
Dec 06, 2023 |
|
The 4 Best Coupon & Comparison Shopping Apps
|
Nov 29, 2023 |
|
Top End-of-Year Financial Moves for 2023
|
Nov 22, 2023 |
|
Monthly Market Update | November, 2023
|
Nov 15, 2023 |
|
The Pros and Cons of Rising Interest Rates
|
Nov 08, 2023 |
|
The Most Critical Component for Wealth Building
|
Nov 01, 2023 |
|
How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement
|
Oct 25, 2023 |
|
Monthly Market Update | October, 2023
|
Oct 18, 2023 |
|
Long Term Care Planning Tips & Cost Saving Strategies
|
Oct 11, 2023 |
|
The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You
|
Oct 04, 2023 |
|
Monthly Market Update | September, 2023
|
Sep 20, 2023 |
|
Why Now Is A Great Time for Business Owners to Start a Retirement Plan
|
Sep 13, 2023 |
|
Navigate Paying Off Your Child's Student Loans: 5 Things To Consider
|
Sep 06, 2023 |
|
Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth
|
Aug 30, 2023 |
|
More Control, Less Taxes & More: Why & How to Establish A Trust
|
Aug 23, 2023 |
|
Monthly Market Update | August, 2023
|
Aug 16, 2023 |
|
Why Everyone Needs an Inheritance Strategy
|
Aug 09, 2023 |
|
When and How to Update Your Retirement Plan
|
Aug 02, 2023 |
|
Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help
|
Jul 26, 2023 |
|
Monthly Market Update | July, 2023
|
Jul 19, 2023 |
|
5 Tips for Investing In a Down Market
|
Jul 12, 2023 |
|
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
|
Jul 05, 2023 |
|
What Professionals Should Do Before Leaving A Job
|
Jun 28, 2023 |
|
Retirement Strategy: Money & Longevity
|
Jun 21, 2023 |
|
Monthly Market Update | June, 2023
|
Jun 14, 2023 |
|
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
|
Jun 07, 2023 |
|
An Update on Student Loan Forgiveness
|
May 31, 2023 |
|
Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance
|
May 24, 2023 |
|
Monthly Market Update | May, 2023
|
May 17, 2023 |
|
Financial Planning for Divorce
|
May 10, 2023 |
|
Think ESG Investing
|
May 03, 2023 |
|
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth
|
Apr 26, 2023 |
|
Monthly Market Update | April, 2023
|
Apr 19, 2023 |
|
10 Steps to Avoiding a Small Business Audit
|
Apr 04, 2023 |
|
Women & Finance
|
Mar 29, 2023 |
|
Quality-Focused Growth Continues: Second Office Opens in Tolland
|
Mar 22, 2023 |
|
Monthly Market Update | March, 2023
|
Mar 15, 2023 |
|
5 Steps to Financial Empowerment for Women
|
Mar 08, 2023 |
|
How to Minimize Taxes While Transferring Wealth
|
Mar 01, 2023 |
|
Tax Changes You Need to Know About for 2022
|
Feb 22, 2023 |
|
Monthly Market Update | February, 2023
|
Feb 15, 2023 |
|
How (and Why) to Empower Employee Financial Wellness
|
Feb 08, 2023 |
|
7 Financial Moves to Make 2023 Less Stressful
|
Feb 01, 2023 |
|
Monthly Market Update | January, 2023
|
Jan 25, 2023 |
|
5 Signs Your Business May Be Facing a Cash Flow Crisis
|
Jan 11, 2023 |
|
End-of-the-Year Money Moves
|
Dec 21, 2022 |
|
WHZ Market Update: December, 2022
|
Dec 14, 2022 |
|
What Family Caregivers Need to Know About Retiring Early
|
Nov 16, 2022 |
|
Monthly Market Update | November, 2022
|
Nov 09, 2022 |
|
Investments Aren't Enough – Here's Why
|
Nov 01, 2022 |
|
5 Mistakes Millennials Are Making With Their Retirement Accounts
|
Oct 18, 2022 |
|
Don't Make Inflation Worse By Falling for The "Money Illusion"
|
Oct 18, 2022 |
|
WHZ Monthly Market Update: October, 2022
|
Oct 10, 2022 |
|
4 Things to Consider If You Want to Retire Early
|
Sep 26, 2022 |
|
Why Hybrid Retirement Might Be The Answer
|
Sep 13, 2022 |
|
Why You Need an Estate Plan Now (Even If You're Young)
|
Sep 07, 2022 |
|
Positive Changes for Retirement Could Be Coming
|
Aug 31, 2022 |
|
How Businesses Can Survive (and Even Thrive) During High Inflation
|
Aug 10, 2022 |
|
How We're Growing to Keep Helping You to Plan Well, Invest Well, Live Well™
|
Jul 28, 2022 |
|
Could Inflation Affect Your Retirement Plans?
|
Jun 09, 2022 |
|
Connecticut Business Owners: Are You Ready for the MyCTSavings Requirements?
|
Jun 09, 2022 |
|
Funding Retirement vs. Children's College Education
|
May 31, 2022 |
|
Managing Stress During Market Volatility
|
May 10, 2022 |
|
What to Know About Investing in Small Businesses
|
May 10, 2022 |
|
Save the Planet While Saving for Retirement: Options for Eco-Conscious Investing
|
May 02, 2022 |
|
How to Build Up Your Credit (So You Can Build Out Your Life)
|
Apr 22, 2022 |
|
Counteract Inflation by Spring Cleaning Your Finances
|
Apr 21, 2022 |
|
Women and Finances: How to Empower Positive Change
|
Mar 11, 2022 |
|
4 Tips for Women Preparing for Single Retirement
|
Mar 07, 2022 |
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Love & Money: Practical Tips for Every Relationship Status
|
Feb 04, 2022 |
|
Tax Strategies for High Earners
|
Feb 04, 2022 |
|
Should You Add Cryptocurrency to Your Retirement Savings Strategy?
|
Jan 27, 2022 |
|
How to Nix the "Behavior Gap" to Improve Your Finances
|
Jan 17, 2022 |
|
Retirement Savings & Budget Alert: 2022 Changes to IRAs, Social Security and Medicare
|
Jan 12, 2022 |
|
Smart Ways to Give to the Causes You Care About
|
Dec 16, 2021 |
|
Gifts That Help Loved Ones Live Well
|
Dec 06, 2021 |
|
How Major Life Events Could Affect Your Taxes
|
Nov 22, 2021 |
|
How to Turn Your Tax Bill Into Retirement Savings
|
Nov 09, 2021 |
|
Investment Planning After Retirement
|
Nov 01, 2021 |