You & Your Money
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
Episodes
Retired before 65 or self-employed? Your marketplace health insurance probably costs a lot more this year. In this episode, Jonathan Mathews, CFP®, explains how the One Big Beautiful Bill Act (OBBBA) changed the math.
Read the companion blog post >
- 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...
Shutdown headlines and midterm coverage will be everywhere this fall. Your financial plan doesn't have to follow along.
On this episode, WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares what history shows about shutdowns and midterm years, plus the three things that deserve your attention instead.
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, Linked...
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 YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life:...
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 still have a door open. It all runs on a calendar-year clock, and most planning cannot be fixed in January.
Here a...
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: https://whzwealth.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-need-to-know
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- ...
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, Logan Lum, Associate Vice President, Lead Wealth Advisor at WHZ Strategic Wealth Advisors, walks through a five-item checklist fo...
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
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live wit...
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 three children, even though none of them qualify for the $1,000.
Wondering how this fits your family's plan? Let's talk.
📞 (860)...
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 & Chief Strategist at WHZ Strategic Wealth Advisors, walks through the framework he uses with clients weighing a conversion.
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 they are projected to receive and control the majority of those assets, whether as surviving spouses or as daughters and g...
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 and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnersh...
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 Mathews, CFP®.
Read the companion blog post >
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and ...
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 provision calls for immediate action. The opportunity is to coordinate tax, savings, education, charitable, and family wealth strategies ove...
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
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whz...
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 financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailor...
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 surprises and create more control.
Read the companion blog post: https://whzwealth.com/blog/three-powerful-mid-year-financial-moves-for-executives
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®.
Read the companion blog post >
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
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, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwaveri...
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 Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help ...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
DISGRACELAND is an award-winning music and true crime podcast about musicians getting away with murder and behaving very badly. Jerry Lee Lewis's 5th wife? Dead. Sid and Nancy? Both dead. Why? Because musicians are insane, and insane things happen to them. Why did we lose Amy Winehouse at 27? Was Debbie Harry really abducted by Ted Bundy as she claims? Is Patti Smith not just the "Godmother of Punk", but also the "Original True Crime Girl"? What really happened the night of the Jay Z nightclub stabbing? What do the Diddy indictments truly reveal? All these stories and more, on artists from every genre and their true crimes, in our massive 260-plus story archive. The Dead, the Stones, Johnny, Willie, Frank, Kurt, Courtney, Gaga, Lana, Taylor, and too many to name. DISGRACELAND is music history come to life through audio storytelling as you've never heard it before, with revealing facts: yes, assassins are the real reason the Beatles quit touring—reclaimed myths: no, Mama Cass didn't die from choking on a ham sandwich––and constant reckoning between art and artist––all told through the lens of true crime. This is the podcast for the self-proclaimed "Disgos", the musically obsessed and the true crime heads; the outsiders, the independent thinkers who know that the best history is the history that gets buried. DISGRACELAND is where host Jake Brennan tells the stories they didn't want told. The kind you'll end up telling someone else. Get ready to uncover hidden truths and buckle up for truly edge-of-your-seat storytelling. New, fully scripted, sound-designed episodes are released every Tuesday. Bonus chat-style episodes where Jake responds to voicemails, texts, and emails from Disgos hit on Thursdays, and "Rewind" episodes from our archive drop on Sundays. DISGRACELAND is not a journalistic podcast. It's an entertainment podcast inspired by true events. Certain dialogue and scenes are dramatized, as is common in scripted entertainment based on real stories. Sources and credits for each episode are available at www.disgracelandpod.com. To unlock ad-free listening, exclusive content, and connect with your fellow Disgos, go to www.disgracelandpod.com to become an All Access member. Rocka Rolla.