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  • Market Update | September 2024
    2024/09/18

    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®.

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    3 分
  • Market Update | August 2024
    2024/08/28

    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®.

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    3 分
  • Why Bonds Should Be Part of Your Retirement Portfolio
    2024/08/21

    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.

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    6 分
  • Smart Mid Year Money Moves
    2024/08/14

    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.

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

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    6 分
  • How to Choose Which Business Structure is Best for Your Business
    2024/08/07

    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.

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

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    15 分
  • When to Invest Back Into Markets After Interest Rates Are High
    2024/07/31

    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.

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    7 分
  • July Market Update
    2024/07/24

    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, stay up to date with this Market Update from Leisl Langevin, CFP, CDFA.

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

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    3 分
  • Planning Your Retirement Lifestyle
    2024/07/17

    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.

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

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    15 分