You & Your Money

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

🚀 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

💥 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 YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

💥 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

💥 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 Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

The S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%. Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market 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 help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes.... 🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com