You & Your Money
154 episodes - English - Latest episode: 4 days ago - ★★★★★ - 2 ratingsBe empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.
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Episodes
Monthly Market Update | April, 2024
April 24, 2024 09:00 - 2 minutes - 1.86 MB💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation. What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️ - 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
Stocks Are Up: What To Do Now
April 17, 2024 09:00 - 6 minutes - 4.56 MBThe stock market is off to a TREMENDOUS start in 2024... BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑 - 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
Owe Taxes? Do This Before You File and Save...
April 10, 2024 09:00 - 18 minutes - 13 MBOWE TAXES? 🏦 See how you can keep more money in your own pocket with valuable 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
How to Save Taxes on Your Investments
April 03, 2024 09:00 - 8 minutes - 6.03 MBWant to LIMIT TAXES while INVESTING 💸 for the future? Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 #PlanInvestLiveWell #taxsavvy #taxplanning #investing - 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
Financial Advice for Women, from Women
March 27, 2024 09:00 - 7 minutes - 5.03 MBThis #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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Market Update | March, 2024
March 20, 2024 09:00 - 2 minutes - 1.83 MB💥 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Why You Should Plan Taxes 2 Years at a Time
March 06, 2024 10:00 - 17 minutes - 12 MBPREPARATION is key to seamless tax planning. 📝 Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time. - 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
How to Afford Seasonal Living
February 28, 2024 10:00 - 11 minutes - 7.86 MBTired of winter's icy chill and craving warmth? 🏖️ 🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age. - 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
529 Tax Plan Benefits & Financial Aid Awareness Month
February 21, 2024 10:00 - 8 minutes - 5.84 MBLearn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund. ✨ Featuring Laurence Hale, AAMS®, CRPS® - 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
Market Update | February, 2024
February 14, 2024 10:00 - 5 minutes - 3.48 MB💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th... Will these trends continue? Find out more in this quick market update from 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:...
How Business Owners Can Use AI to Achieve a Bigger Bottom Line
February 07, 2024 10:00 - 8 minutes - 6.09 MBLooking for a COMPETITIVE ADVANTAGE for your business? Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖 - 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
Interest Rates, Investments & Innovation: A Look Ahead at 2024
January 31, 2024 10:00 - 7 minutes - 5.02 MBLeisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year. - 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
5 Tips for Setting Your Financial Strategy for 2024
January 24, 2024 10:00 - 16 minutes - 11.2 MB🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from 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
Market Update | January, 2024
January 17, 2024 10:00 - 3 minutes - 2.5 MBThe S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%. Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
The Most Impactful Financial Changes of 2023
December 27, 2023 11:00 - 14 minutes - 10 MB⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes.... 🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning. - 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
2023 Bright Spots for Investors Despite Volatile Markets
December 20, 2023 11:00 - 8 minutes - 5.62 MB🌟 The S&P 500 is up 13.5% this year through November 3, which is almost twice the index’s long-term average. Surprised? 🤯 💡Michael Baum, CFP®, RICP® explains how the market's resilience offers reasons to be grateful this holiday season. - 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
Monthly Market Update | December, 2023
December 13, 2023 11:00 - 3 minutes - 2.18 MB🎙️"The Dow Jones Industrial Average closed at its HIGHEST level since January of 2022...." 💥 Michael Baum, CFP®, RICP® breaks down the latest news from the financial markets and how that may impact your finances during this busy holiday season. - 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
Phantom Stock Compensation: What it Is and What to Know
December 06, 2023 11:00 - 5 minutes - 4.13 MB💥 High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know featuring 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
The 4 Best Coupon & Comparison Shopping Apps
November 29, 2023 11:00 - 5 minutes - 4.02 MBSpend less and save more this holiday season with these top coupon and online shopping discount apps recommended by 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Top End-of-Year Financial Moves for 2023
November 22, 2023 11:00 - 7 minutes - 5.4 MB💥 The end of the year is still an excellent time to get ahead and manage your personal finances. 💥 👉 Here are some things you might want to consider before closing out 2023 presented by 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
Monthly Market Update | November, 2023
November 15, 2023 11:00 - 6 minutes - 4.59 MB🎙️"The markets are definitely digesting the fact that the Fed DID NOT raise rates, and some performance figures are actually a little bit higher....." 🎯 Find out what's happening in the financial markets from Laurence Hale, AAMS®, CRPS® and how that may impact your finances. ➡️ - 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: whzwea...
The Pros and Cons of Rising Interest Rates
November 08, 2023 11:00 - 18 minutes - 12.9 MBThis year interest rates have risen to levels that haven’t been seen in more than 15 years. 😱 ⚖️ Weigh the pros and cons of rising interest rates and how they impact your financial strategy presented by Laurence Hale, AAMS®, CRPS® . - 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
The Most Critical Component for Wealth Building
November 01, 2023 10:00 - 8 minutes - 6.15 MBWhat if we told you building wealth isn't really about money? 🤔 💥 Discover the most critical component for securing your financial future with some insight provided by 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
How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement
October 25, 2023 10:00 - 6 minutes - 4.55 MB💥 Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible? 💥 Here’s what you should know to take advantage of this potentially valuable opportunity presented by Laurence Hale, AAMS®, CRPS® on the latest #YouandYourMoney podcast. - 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...
Monthly Market Update | October, 2023
October 18, 2023 10:00 - 5 minutes - 4.05 MB🎙️"Inflation is proving to be sticky, and the economy is NOT slowing down. It's starting to become clear that interest rates will remain higher for longer...." 🎯 Get the rundown from Michael Baum, CFP®, RICP®, on the current state of the financial markets and how that may impact your finances. - 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 Liv...
Long Term Care Planning Tips & Cost Saving Strategies
October 11, 2023 10:00 - 11 minutes - 8.14 MBInterested in learning more about long-term care options? 💡 💥 Find out how you can save on costs to get the necessary care for yourself or a loved one with some insight provided by 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
The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You
October 04, 2023 10:00 - 7 minutes - 5.44 MB⚠️ Concerned that the U.S. credit rating was downgraded and interest rates were raised? 💥 Tune in to see why this isn't likely to affect the financial markets long-term on the latest #YouandYourMoney podcast, 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
Important Updates on Student Loans & 529 Savings Rules
September 27, 2023 10:00 - 17 minutes - 11.9 MBHave federal student loans? 🎓 Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules presented by Leisl L. Cording, CFP®, CDFA®. - 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
Monthly Market Update | September, 2023
September 20, 2023 10:00 - 3 minutes - 2.24 MB🎙️"Interest rates have continued to rise, whereas inflation has sort of been coming down over the year. The markets are performing better this year..." 🎯 Get the rundown from Jim Zahansky, AWMA®, of what's happening in the financial markets and how that may impact your finances in our latest #YouAndYourMoney podcast. - 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...
Why Now Is A Great Time for Business Owners to Start a Retirement Plan
September 13, 2023 10:00 - 7 minutes - 5.4 MBSmall business owners, did you know that offering your employees a retirement savings plan can benefit your company? 💡💥 Here's how you can get started with some insight provided by 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
Navigate Paying Off Your Child's Student Loans: 5 Things To Consider
September 06, 2023 10:00 - 8 minutes - 6.03 MBAs Back To School Season is among us, tune in to see why helping your children pay off their student loans may not be the best financial decision. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®. 🎓 - 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
Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth
August 30, 2023 10:00 - 8 minutes - 5.58 MBIs your estate strategy prepared for possible changes? 🏠 Here are 5 key considerations provided by Laurence Hale, AAMS®, CRPS® that you may want to consider as part of your financial strategy. - 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
More Control, Less Taxes & More: Why & How to Establish A Trust
August 23, 2023 10:00 - 15 minutes - 10.5 MB💡 Explore the invaluable impact that establishing a trust can have on your financial well-being. Learn more from Leisl L. Cording, CFP®, CDFA® about this crucial tool and how it can empower you, regardless of your financial status. 🎯 - 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
Monthly Market Update | August, 2023
August 16, 2023 10:00 - 3 minutes - 2.6 MB🎙️"We came into the year not exactly sure what was going to happen in the markets due to the fact that there is significant inflation. Interest rates were rising. And, all of those factors have started to moderate a bit..." 💥 Tune in for more on what's happening in the financial markets and how that can affect your finances, featuring 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 creat...
Why Everyone Needs an Inheritance Strategy
August 09, 2023 10:00 - 8 minutes - 5.89 MBTo make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy. 💡🚀 - 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
When and How to Update Your Retirement Plan
August 02, 2023 09:00 - 8 minutes - 5.61 MBSetting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy presented by Leisl L. Cording, CFP®, CDFA®. - 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
Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help
July 26, 2023 09:00 - 14 minutes - 10.3 MBAre your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor from Leisl L. Cording, CFP®, CDFA®. - 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
Monthly Market Update | July, 2023
July 19, 2023 09:00 - 5 minutes - 3.75 MBIt's time for the Monthly Market Update! Tune in to hear what's happening in the markets and how it may affect you, featuring Leisl L. Cording, CFP®, CDFA®. - 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
5 Tips for Investing In a Down Market
July 12, 2023 09:00 - 3 minutes - 2.75 MBDon't let market volatility deter you from achieving your financial goals. Tune in now and learn how to make the most of challenging times with these 5 tips presented by Laurence Hale, AAMS®, CRPS®. - 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
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
July 05, 2023 09:00 - 8 minutes - 6.09 MBWhen it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®. - 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
What Professionals Should Do Before Leaving A Job
June 28, 2023 09:00 - 14 minutes - 9.77 MBConsidering making a job or career change soon? Tune in for some important financial steps to take before leaving a job on the latest #YouandYourMoney podcast featuring 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
Retirement Strategy: Money & Longevity
June 21, 2023 09:00 - 9 minutes - 6.55 MBWill your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring 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
Monthly Market Update | June, 2023
June 14, 2023 09:00 - 4 minutes - 3.42 MB👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring 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
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
June 07, 2023 09:00 - 8 minutes - 6.03 MBIt's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®. - 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
An Update on Student Loan Forgiveness
May 31, 2023 09:00 - 8 minutes - 6.12 MBWhile student loans are very common, most find it hard to stay on track when paying them back. Refinancing may seem like a good option, but make sure to educate yourself with these 10 must-know facts presented by 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
Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance
May 24, 2023 09:00 - 6 minutes - 4.79 MBBalancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable from Leisl L. Cording, CFP®, CDFA®. - 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
Monthly Market Update | May, 2023
May 17, 2023 09:00 - 1 minute - 1.34 MBHear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®, CDFA®. - 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
Financial Planning for Divorce
May 10, 2023 09:00 - 7 minutes - 4.95 MBDivorce is a difficult process to go through, especially when it comes to the financial aspect. Tune in for some important insight presented to you by Leisl L. Cording, CFP®, CDFA® (Certified Divorce Financial Analyst). - 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
Think ESG Investing
May 03, 2023 09:00 - 7 minutes - 5.27 MBWant to put your investments where your values are? Find out how to do it through ESG investing on our latest #YouandYourMoney podcast featuring 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
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth
April 26, 2023 09:00 - 6 minutes - 4.47 MBAbout 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds, presented by Laurence Hale, AAMS®, CRPS®. - 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