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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

© 2025 Weiss, Hale & Zahansky Strategic Wealth Advisors Economía Finanzas Personales
Episodios
  • What Financial Freedom Really Means, And How to Achieve It

    What Financial Freedom Really Means, And How to Achieve It
    Aug 13 2025

    Financial freedom represents the ability to make life decisions without being overly constrained by financial considerations. It's when your money works for you, rather than you constantly working for money. In this episode, WHZ Managing Partner Leisl Langevin shares what to do – and what to avoid – in order to achieve and maintain financial freedom over the long term.

    - 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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    7 m
  • Unpacking the Big Beautiful Bill Act

    Unpacking the Big Beautiful Bill Act
    Aug 6 2025

    The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.

    - 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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    9 m
  • Why It's Critical to Do A Midyear Financial Checkup in 2025

    Why It's Critical to Do A Midyear Financial Checkup in 2025
    Jul 30 2025

    Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility.

    In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financial checkup, and what to be particularly aware of for 2025.

    - 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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    15 m
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