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You & Your Money

You & Your Money

De: WHZ Strategic Wealth Advisors
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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 Economía Finanzas Personales
Episodios
  • The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer

    The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
    Apr 8 2026

    What comes *after* the Great Wealth Transfer?

    In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strategies, family conversations and commitments that are required to keep growing family wealth after it's inherited.

    Find out more and download the free guide: whzwealth.com/WealthTransfer



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    - 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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    21 m
  • Political Unrest and Market Trends: What Does History Tell Us?

    Political Unrest and Market Trends: What Does History Tell Us?
    Apr 1 2026

    Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad.

    In our latest You And Your Money podcast, WHZ Senior Partner and Chief Investment Officer Laurence Hale uses a historical lens to help shed some light on today's market fluctuations.

    - Subscribe to the You and Your Money podcast
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    - 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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    6 m
  • The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer

    The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
    Mar 25 2026

    Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future.

    The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the missing piece.

    In this episode, the partners at WHZ Strategic Wealth Advisors and KKC Law share what women can do to become more empowered in handling – and creating – wealth.

    - 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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    16 m
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