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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
  • How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)

    How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
    Oct 1 2025

    The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.

    READ THE COMPANION BLOG POST >

    - 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

    Más Menos
    9 m
  • FICO's New Credit Scoring Model and How It Could Affect Your Financial Health

    FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
    Sep 24 2025

    Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credit score healthy.

    Read more about it on our blog >

    - 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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    6 m
  • Market Update - September 2025

    Market Update - September 2025
    Sep 17 2025

    Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, 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, Unwavering Partnership, For Life: whzwealth.com

    Más Menos
    3 m
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