Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James Zahansky, AWMA®.

- 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

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

- 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

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
- 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

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

There's a lot happening in the financial markets. Get caught up on this episode of the #YouAndYourMoney #podcast with WHZ's 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

in this second episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share how tax law and financial policy is changing all the time and that is certainly true now, as the Great Wealth Transfer gets underway.

Find out how the latest changes could affect your and your family's wealth so you can put the right measures in place to not just keep your generational wealth, but grow it.

SEE MORE & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer

- 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

The One Big Beautiful Bill Act, or OBBBA, is bringing a host of changes to financial policy this year. Tune in to find out how they could affect your finances in both the short and long term.

Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews.

- 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

Learn how to create and preserve generational wealth!

in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share:

💥 Why what you do NOW could make or break your ability to protect and grow wealth from one generation to the next
💥 Exactly what's at stake in the coming "Great Wealth Transfer
💥 Common mistakes that could cost you your family's wealth
💥 Immediate steps to take right now to get set up for success instead

SEE THE FULL EPISODE LINEUP & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer

- 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