102 episodes

Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.

You & Your Money Weiss, Hale & Zahansky Strategic Wealth Advisors

    • Business
    • 5.0 • 2 Ratings

Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.

    5 Tips for Managing A Large Inheritance

    5 Tips for Managing A Large Inheritance

    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 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, ...

    • 8 min
    Best Ways to Save for College

    Best Ways to Save for College

    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

    • 4 min
    Monthly Market Update | May, 2024

    Monthly Market Update | May, 2024

    🚀 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

    • 5 min
    Is It Better To Save or Invest?

    Is It Better To Save or Invest?

    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

    • 6 min
    Yes, It’s An Election Year – But Markets Don’t Play Politics

    Yes, It’s An Election Year – But Markets Don’t Play Politics

    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

    • 17 min
    Tips for Teaching Kids Financial Literacy

    Tips for Teaching Kids Financial Literacy

    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

    • 5 min

Customer Reviews

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2 Ratings

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Love it!

Digestible pieces of financial knowledge for anyone on the go. GaryO and Wayne are also great hosts!

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