Best Zahansky Strategic Wealth Advisors Podcasts (2025)

1
Impacts if the Tax Cuts and Jobs Act is Allowed to Expire 8:39

5d ago8:39

8:39

- 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.comBy WHZ Strategic Wealth Advisors

1
4 Financial Red Flags In A Relationship 6:15

13d ago6:15

6:15

- 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.comBy WHZ Strategic Wealth Advisors

1
Monthly Market Update: February 2025 2:52

19d ago2:52

2:52

- 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.comBy WHZ Strategic Wealth Advisors

1
The Unique Estate Planning Challenges That Women Face 7:04

27d ago7:04

7:04

Why do women face unique estate planning challenges? WHZ Associate Vice President Holly Wanegar, CFP® shares an overview and what to do about them. - 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, Un…

1
3 Big Changes to Retirement Savings Rules in 2025 5:38

1M ago5:38

5:38

- 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.comBy WHZ Strategic Wealth Advisors

1
The Retire and Relocate Strategy 6:38

1M ago6:38

6:38

It's a growing trend for retirees looking to stretch their savings. Could it be a good option for you? Find out what to consider on the latest You And Your Money podcast with Jim 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 strate…

1
2025 Financial Outlook 18:29

2M ago18:29

18:29

- 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.comBy WHZ Strategic Wealth Advisors

1
Monthly Market Update: January 2025 4:33

2M ago4:33

4:33

- 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.comBy WHZ Strategic Wealth Advisors

1
Tax Implications of Receiving an Inheritance 20:54

2M ago20:54

20:54

If you received an inheritance this year, you won't want to miss this episode. Laurence Hale, AAMS®, CRPS® shares tips and insights on how to pay less taxes on the inheritance, so you can make the most of the financial gift you've been given. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - Se…

1
How to Gift Others With a Rich Life 6:38

2M ago6:38

6:38

- 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.comBy WHZ Strategic Wealth Advisors

1
Financial Year in Review 22:01

3M ago22:01

22:01

- 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.comBy WHZ Strategic Wealth Advisors

1
Gifting vs Inheritance 5:49

3M ago5:49

5:49

When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. Both strategies have potential benefits and drawbacks for you and your beneficiaries. Understanding the key differences between gifting and inheritance can help you determin…

1
Market Update | December 2024 2:41

3M ago2:41

2:41

Stay informed with market insights, economic analyses, and strategic wealth management opportunities that can help empower your financial future. Learn more in the latest market update with Holly 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 f…

1
How to Give More to The Charities You Want to Support 6:11

3M ago6:11

6:11

There are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how. - 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 …

1
Market Update | November 2024 2:01

3M ago2:01

2:01

The economy is growing but what about the stock market and your retirement investments? Find out in the latest Market Update with Laurence Hale, AAMS® CRPS®. - 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 Conf…

1
Trump Presidency 2.0: What It Could Mean for the Financial Markets 20:12

4M ago20:12

20:12

As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances. WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet. - Subscribe to the You and Your Money …

1
Dealing With the Financial Impacts of A Serious Diagnosis 6:03

4M ago6:03

6:03

If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that. - 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, Unwaver…

1
New Option to Help Pay Off Student Debt Faster 6:31

4M ago6:31

6:31

In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring Michael Baum, CFP® RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we…

1
Monthly Market Update | October, 2024 3:06

5M ago3:06

3:06

🎙️Get the scoop on the latest news from the financial markets in our October Market Update with Leisl Langevin, CFP® CDFA®. - 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, Fo…

1
AI's Effects on Financial Management 14:08

5M ago14:08

14:08

Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces. - Subscribe to the You and Your Money podcast …

1
The Presidential Candidates On The Economy 7:17

5M ago7:17

7:17

WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial str…

1
Dividing Assets at Divorce: What to Know 14:29

6M ago14:29

14:29

There's a lot to consider when going through a divorce, and your finances are certainly no exception. Certified Divorce Financial Analyst Leisl Langevin shares what to know and do to protect your assets in this latest episode. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can cre…

1
Market Update | September 2024 2:38

6M ago2:38

2:38

All indications point to interest rates continuing to lower in the coming months. Find out what it could mean for You and Your Money on this week's episode 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 create a tailored financial strategy to hel…

1
Market Update | August 2024 3:18

6M ago3:18

3:18

The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's 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 create a tailored financi…

1
Why Bonds Should Be Part of Your Retirement Portfolio 5:52

7M ago5:52

5:52

Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…

1
Smart Mid Year Money Moves 6:10

7M ago6:10

6:10

Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…

1
How to Choose Which Business Structure is Best for Your Business 14:35

7M ago14:35

14:35

Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications. - Subscribe to the You and Your Money podcast …

1
When to Invest Back Into Markets After Interest Rates Are High 7:23

7M ago7:23

7:23

In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question. - Subscribe to the You and Your Money podcast - Foll…

1
July Market Update 2:37

8M ago2:37

2:37

Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, sta…

1
Planning Your Retirement Lifestyle 14:39

8M ago14:39

14:39

Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - Se…

1
2024 Mid Year Outlook 8:19

8M ago8:19

8:19

Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedI…

1
3 Steps To Financial Freedom 6:28

8M ago6:28

6:28

This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to financial freedom. - Subscribe to the You …

1
Monthly Market Update | June, 2024 2:53

9M ago2:53

2:53

🚀 It's been a record-breaking year for the markets so far this year, but what about those interest rate hikes? What does that mean for you and your money? Find out in this quick update from 🎙️ 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 tail…

1
5 Tips for Managing A Large Inheritance 8:45

9M ago8:45

8:45

When 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®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance! - Subscribe to the You and Yo…

1
Best Ways to Save for College 4:50

10M ago4:50

4:50

What is the best way to SAVE for COLLEGE? 👩‍🎓 🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach. - 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…

1
Monthly Market Update | May, 2024 5:54

10M ago5:54

5:54

🚀 Recent data shows that GDP growth is slowing, but inflation remains constant... What does that mean for you and your money? Find out in this quick update from 🎙️ Leisl Langevin, CFP® CDFA®. - 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 t…

1
Is It Better To Save or Invest? 6:54

10M ago6:54

6:54

Should you SAVE or INVEST? 🤔 Examine the key factors to help determine the right balance of both 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 create a tailored financial strategy to help you live with Abs…

1
Yes, It’s An Election Year – But Markets Don’t Play Politics 17:37

10M ago17:37

17:37

Why are long-term investors wise to tune out the political noise during election cycles? Laurence Hale, AAMS®, CRPS® explains. - 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,…

1
Tips for Teaching Kids Financial Literacy 5:38

10M ago5:38

5:38

Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀 🎙️ Listen in and learn why... - 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 Partnersh…

1
Monthly Market Update | April, 2024 2:38

11M ago2:38

2:38

💥 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 You…

1
Stocks Are Up: What To Do Now 6:34

11M ago6:34

6:34

The 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering …

1
Owe Taxes? Do This Before You File and Save... 18:55

11M ago18:55

18:55

OWE 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whz…

1
How to Save Taxes on Your Investments 8:42

11M ago8:42

8:42

Want 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 create a tailored financial strategy to help yo…

1
Financial Advice for Women, from Women 7:15

12M ago7:15

7:15

This #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…

1
Market Update | March, 2024 2:36

12M ago2:36

2:36

💥 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 create a tailored financial strategy to help you live with Abs…

1
Why You Should Plan Taxes 2 Years at a Time 17:25

1y ago17:25

17:25

PREPARATION 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 create a tailored financial strategy to help you live with Absolute Confidenc…

1
How to Afford Seasonal Living 11:22

1y ago11:22

11:22

Tired 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 create a tailored financial strategy to help you live with Absolute Confidenc…

1
529 Tax Plan Benefits & Financial Aid Awareness Month 8:25

1y ago8:25

8:25

Learn 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 create a tailored financial strategy to help y…

1
Market Update | February, 2024 5:00

1y ago5:00

5:00

💥 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 F…

1
How Business Owners Can Use AI to Achieve a Bigger Bottom Line 8:46

1y ago8:46

8:46

Looking 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 create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Part…

Podcasts Worth a Listen

Zahansky Strategic Wealth Advisors Podcasts

Podcasts Worth a Listen

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