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You & Your Money

You & Your Money

Written by: WHZ Strategic Wealth Advisors
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About this listen

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

© 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors Economics Personal Finance
Episodes
  • Getting Ahead of The Great Wealth Transfer: What to Know and Do Now

    Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
    Feb 25 2026

    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 break your ability to protect and grow wealth from one generation to the next
    💥 Exactly what's at stake in the coming "Great Wealth Transfer
    💥 Common mistakes that could cost you your family's wealth
    💥 Immediate steps to take right now to get set up for success instead

    SEE THE FULL EPISODE LINEUP & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer

    - 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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    20 mins
  • Market Update | February 2026

    Market Update | February 2026
    Feb 18 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 financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    4 mins
  • How to Minimize Your 2026 Tax Bill

    How to Minimize Your 2026 Tax Bill
    Feb 11 2026

    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 >

    - 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

    Show More Show Less
    7 mins
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