Podcasts about plan well

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  • 202EPISODES
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  • 1WEEKLY EPISODE
  • Nov 6, 2024LATEST

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Best podcasts about plan well

Latest podcast episodes about plan well

You & Your Money
Dealing With the Financial Impacts of A Serious Diagnosis

You & Your Money

Play Episode Listen Later Nov 6, 2024 6:03 Transcription Available


If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that.- 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

You & Your Money
New Option to Help Pay Off Student Debt Faster

You & Your Money

Play Episode Listen Later Oct 30, 2024 6:31


In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring 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

You & Your Money
Monthly Market Update | October, 2024

You & Your Money

Play Episode Listen Later Oct 23, 2024 3:06 Transcription Available


You & Your Money
AI's Effects on Financial Management

You & Your Money

Play Episode Listen Later Oct 16, 2024 14:08


Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we're there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.- 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

You & Your Money
The Presidential Candidates On The Economy

You & Your Money

Play Episode Listen Later Oct 9, 2024 7:17


WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. - 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

New York Giants Audio Podcast
DL Dexter Lawrence on the pass rush: 'We executed the plan well'

New York Giants Audio Podcast

Play Episode Listen Later Oct 7, 2024 2:29 Transcription Available


Defensive lineman Dexter Lawrence speaks to the media following the Giants' Week 5 win over the Seattle Seahawks.See omnystudio.com/listener for privacy information.

You & Your Money
Dividing Assets at Divorce: What to Know

You & Your Money

Play Episode Listen Later Sep 25, 2024 14:29


There's a lot to consider when going through a divorce, and your finances are certainly no exception. Certified Divorce Financial Analyst Leisl Langevin shares what to know and do to protect your assets in this latest episode.- 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

You & Your Money
Market Update | September 2024

You & Your Money

Play Episode Listen Later Sep 18, 2024 2:38


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®.  - 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

You & Your Money
Market Update | August 2024

You & Your Money

Play Episode Listen Later Aug 28, 2024 3:18


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®. - 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

You & Your Money
Why Bonds Should Be Part of Your Retirement Portfolio

You & Your Money

Play Episode Listen Later Aug 21, 2024 5:52 Transcription Available


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.- 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

Reach Australia Podcast
27.13 Ecosystem Thinking to Solve Problems and Plan Well (Greg Lee)

Reach Australia Podcast

Play Episode Listen Later Aug 20, 2024 69:03


Thinking about your church through a series of  of ecosystem, people groups and structures can help you work out where your problems actually are, make wise decisions for the future and allocate resources to be effective and healthy as a church. Greg Lee from Hunter Bible Church ran a workshop on this to help people see how to stand back and think about where the problems and solutions in your church actually lie. CREDITS: The Reach Australia Podcast is brought to you by ⁠⁠Reach Australia⁠⁠ To pray for Reach Australia, join our ⁠⁠WhatsApp Group⁠⁠. For ideas or questions please email ⁠⁠resources@reachaustralia.com.au⁠⁠ To support the Reach Australia Online Library head ⁠⁠here⁠⁠.

You & Your Money
Smart Mid Year Money Moves

You & Your Money

Play Episode Listen Later Aug 14, 2024 6:10 Transcription Available


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.- 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

You & Your Money
When to Invest Back Into Markets After Interest Rates Are High

You & Your Money

Play Episode Listen Later Jul 31, 2024 7:23 Transcription Available


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.- 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

You & Your Money
How to Choose Which Business Structure is Best for Your Business

You & Your Money

Play Episode Listen Later Jul 24, 2024 14:35 Transcription Available


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.- 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

You & Your Money
July Market Update

You & Your Money

Play Episode Listen Later Jul 24, 2024 2:37 Transcription Available


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.- 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

You & Your Money
2024 Mid Year Outlook

You & Your Money

Play Episode Listen Later Jul 10, 2024 8:19 Transcription Available


Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates.- 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

You & Your Money
3 Steps To Financial Freedom

You & Your Money

Play Episode Listen Later Jul 3, 2024 6:28 Transcription Available


This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to 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

You & Your Money
Planning Your Retirement Lifestyle

You & Your Money

Play Episode Listen Later Jun 17, 2024 14:39 Transcription Available


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. - 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

You & Your Money
5 Tips for Managing A Large Inheritance

You & Your Money

Play Episode Play 34 sec Highlight Listen Later Jun 5, 2024 8:45


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, Invest Well and Live Well: whzwealth.com

You & Your Money
Best Ways to Save for College

You & Your Money

Play Episode Listen Later May 29, 2024 4:50 Transcription Available


Plan Today Own Tomorrow with Garry Thurman and Tyde McIntosh

On this week's show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it's important to recognize them and maneuver.  If you have any questions contact Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRASee omnystudio.com/listener for privacy information.

You & Your Money
Is It Better To Save or Invest?

You & Your Money

Play Episode Listen Later May 15, 2024 6:54 Transcription Available


You & Your Money
Yes, It's An Election Year – But Markets Don't Play Politics

You & Your Money

Play Episode Play 30 sec Highlight Listen Later May 8, 2024 17:37 Transcription Available


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

You & Your Money
Tips for Teaching Kids Financial Literacy

You & Your Money

Play Episode Listen Later May 1, 2024 5:38 Transcription Available


Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development.

You & Your Money
Stocks Are Up: What To Do Now

You & Your Money

Play Episode Listen Later Apr 17, 2024 6:34 Transcription Available


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

You & Your Money
Owe Taxes? Do This Before You File and Save...

You & Your Money

Play Episode Listen Later Apr 10, 2024 18:55 Transcription Available


You & Your Money
How to Save Taxes on Your Investments

You & Your Money

Play Episode Listen Later Apr 3, 2024 8:42 Transcription Available


You & Your Money
Financial Advice for Women, from Women

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Mar 27, 2024 7:15


You & Your Money
Why You Should Plan Taxes 2 Years at a Time

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Mar 6, 2024 17:25 Transcription Available


You & Your Money
529 Tax Plan Benefits & Financial Aid Awareness Month

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Feb 21, 2024 8:25 Transcription Available


You & Your Money
How Business Owners Can Use AI to Achieve a Bigger Bottom Line

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Feb 7, 2024 8:46 Transcription Available


Looking for a COMPETITIVE ADVANTAGE for your business? Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help.

You & Your Money
Interest Rates, Investments & Innovation: A Look Ahead at 2024

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Jan 31, 2024 7:13


Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch

You & Your Money
Market Update | January, 2024

You & Your Money

Play Episode Play 25 sec Highlight Listen Later Jan 17, 2024 3:33 Transcription Available


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

You & Your Money
The Most Impactful Financial Changes of 2023

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Dec 27, 2023 14:31 Transcription Available


⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

The Help Made Millionaire Podcast
Protect Time To Review & Plan Well

The Help Made Millionaire Podcast

Play Episode Listen Later Dec 21, 2023 8:56


In today's episode, we are going to talk about how to effectively review progress and plan for the future.  What does an effective year in review look like? First, you should identify three things that you are thankful for! Next, you can have conversations with the people you shared experiences this year to see what you can identify in how you've changed.  After that, take an overall inventory on what you actually accomplished.  Once you feel good about the year in review... now it's time to start planning for the next year.  Here are some keys you can incorporate: - Identify a word for the year. - Find a Bible verse for the year.  - Use the progress markers from your year-in-review to identify your top goals for the new year.  If you prefer to watch this episode on YouTube, check it out here: https://youtu.be/tkoB__NQumY  

You & Your Money
The Pros and Cons of Rising Interest Rates

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Nov 8, 2023 18:46 Transcription Available


This year interest rates have risen to levels that haven't been seen in more than 15 years.

You & Your Money
The Most Critical Component for Wealth Building

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Nov 1, 2023 8:52 Transcription Available


Help Club for Moms
Mom Tips Tuesday: How to Enjoy the Rest of Summer and Plan Well for Fall

Help Club for Moms

Play Episode Listen Later Jul 18, 2023 51:54


The summer is flying by, and school is just around the corner! One minute it was slow and filled with fun, and now we have to think about what sports to sign our kids up for. It's so exhausting! Join Krystle and Deb this week to learn new ways to get more family time this fall and also enjoy the last few drops of summer you have left! You can do it, Mama!Click HERE to sign up for the NEW Help Club for Moms Mothering Kits!