You & Your Money

About You & Your Money

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

Publisher

WHZ Strategic Wealth Advisors

Category

business · business · education

Language

en

Explicit

No

First episode

1 Nov 2021

Latest episode

14 Oct 2026

Latest episodes

216 episodes in the feed.

1. 

   14 Oct 2026

   Market Update | October 2026

   What's been driving the markets lately? Find out in this month's market update, where Leisl L. Langevin, CFP® CDFA® breaks down the latest news and how it touches your investments and your wallet. - 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

2. 

   7 Oct 2026

   Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31

   Fall is the last stretch of the year when you still have real options... On this episode of the #YouAndYourMoney #podcast, Holly Wanegar, Associate Vice President & Wealth Advisor, shares how for retirees and pre-retirees, the last quarter of the year is when the most valuable planning decisions still have a door open. It all runs on a calendar-year clock, and most planning cannot be fixed in January. Here are the moves worth reviewing this fall, along with the figures that apply ...

3. 

   30 Sept 2026

   The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know

   IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the companion blog post: https://whzwealth.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-need-to-know - 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 li...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

11,271

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

3 ratings

Podcast Authority Score: 61 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

44

Social presence

91

YouTube

76

Engagement

75