Shows
You & Your MoneyMarket Update | July 2025Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ 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 help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 2025-07-2303 minYou & Your MoneyLessons for Uncertain Times – Reflecting on The Pandemic, 5 Years LaterListen in as the WHZ advisory team shares their experience of living through the first weeks of the pandemic, how the helped clients to navigate the financial and other uncertainties of that time, and how those lessons carry through strongly into today's uncertain environment as well.- 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 2025-04-1621 minYou & Your MoneyThe Unique Estate Planning Challenges That Women FaceWhy do women face unique estate planning challenges? WHZ Associate Vice President Holly Wanegar, CFP® shares an overview and what to do about them.- 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 2025-02-1207 minYou & Your MoneyHow to Give More to The Charities You Want to SupportThere are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how. - 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 2024-12-0406 minYou & Your MoneyTrump Presidency 2.0: What It Could Mean for the Financial MarketsAs the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances. WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for 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: wh...2024-11-1320 minYou & Your MoneyAI's Effects on Financial ManagementImagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.- 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 2024-10-1614 minYou & Your MoneyThe Presidential Candidates On The EconomyWHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. - 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 2024-10-0907 min
You & Your MoneyFinancial Advice for Women, from WomenThis #WomensHistoryMonth, get financial advice for women, from women. 💪Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their financial freedom. 💥- 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 2024-03-2707 min
You & Your MoneyMarket Update | March, 2024💥 The S&P and Dow Jones hit new highs in late January. What does that mean for you and your money? Find out in this quick update from 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 Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 2024-03-2002 min