Do you typically look forward to a big tax refund? If so, you're probably doing taxes all wrong. In this episode, Holly C. Wanegar, CFP® shares how you can minimize what you pay in taxes in the first place, and keep more of your hard-earned money working for YOU.

Read more on the WHZ blog >

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NEW THINGS TO KNOW TO MAXIMIZE YOUR RETIREMENT 💰
Whether you're 5 years away from retirement or 25, you'll want to tune in to this episode, featuring WHZ Associate Vice President, Lead Wealth Advisor Logan Lum.

Read more about this on the WHZ blog >

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Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work, produce, and create value.

For investors, the real question today is not whether AI will change the labor market (it will), but how those changes may influence the broader economy and financial markets over time.

In this episode WHZ Senior Managing Partner James Zahansky discusses the possibilities.

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New year, new market shifts. Get the latest updates from WHZ Managing Partner, Advisor Leisl L. Langevin, CFP® CDFA®.

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Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares

If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. This 5-step framework incorporates plenty of that, while giving you a clear path forward.

Get more details in the blog: https://whzwealth.com/blog/how-to-prioritize-your-financial-goals-for-2026

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Tax season may still feel far away, but major changes are coming—and early preparation will be key.

In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide-ranging impact of the One Big Beautiful Bill Act.

If you want to get ahead of the curve (and avoid April surprises) this is the episode you’ll want to hear.

Full episode down below. ⬇️

#ConfidencePartnershipForLife

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2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more.

In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2025, the lessons every investor should take into the new year, and why discipline and diversification mattered more than ever. Don’t miss this clear, actionable recap to close out the year with confidence.

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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

- 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