Podcasts about plan well

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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

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

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

What is the best way to SAVE for COLLEGE?

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.

Should you SAVE or INVEST?

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

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

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

OWE TAXES?

Want to LIMIT TAXES while INVESTING

This #WomensHistoryMonth, get financial advice for women, from women.

PREPARATION is key to seamless tax planning.

Tired of winter's icy chill and craving warmth?

Learn how to leverage a 529 college savings plan

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

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

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

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

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  

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

What if we told you building wealth isn't really about money?

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!