How do I pitch You & Your Money as a podcast guest?

You & Your Money has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.

Who is the host of You & Your Money?

You & Your Money is hosted by WHZ Strategic Wealth Advisors. The show is categorised under business (investing) and has published 208 episodes.

How many episodes does You & Your Money have?

You & Your Money has published 208 episodes.

What topics does You & Your Money cover?

You & Your Money regularly covers business, investing, education. It sits in the business category, with a investing focus.

Is it hard to get booked on You & Your Money?

You & Your Money is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is You & Your Money currently accepting guest pitches?

You & Your Money hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are You & Your Money episodes?

Episodes of You & Your Money average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does You & Your Money typically look for?

Our data rates You & Your Money's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

business

You & Your Money

Hosted by WHZ Strategic Wealth Advisors · business · EN-US · 208 episodes

Apple Podcasts Website

About this Podcast:

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 M

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

36%

Guest openness

Selective

Verified email on file

80/100

Required Score

Signup to Generate a Pitch

What is You & Your Money?

You & Your Money is a business podcast hosted by WHZ Strategic Wealth Advisors, with 208 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

About the host

WHZ Strategic Wealth Advisors hosts You & Your Money, a business show with 208 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

Episode #29
Your Estate Plan Just Got An Upgrade – What To Do Now
Aug 12, 20268 minS5
Estate planning just changed; your plan may need to as well. The OBBBA may ease federal estate tax pressure, but older wills, trusts, beneficiary forms, and healthcare directives can still create problems if they are outdated. Hear about what to consider on our latest podcast with Jonathan Mathews, CFP® . Read the companion blog post > - 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
Listen Show Notes
Episode #28
New Tax Rules, New Opportunities
Aug 5, 202611 minS5
For high earners in their 30s, 40s, and early 50s, the One Big Beautiful Bill Act creates a new tax and financial planning environment. The higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts for children all deserve attention, but not every provision calls for immediate action. The opportunity is to coordinate tax, savings, education, charitable, and family wealth strategies over multiple years rather than treating each rule as a one-time tax break. Find out what you need to know from Holly C. Wanegar, CFP® . Read the companion blog post > - 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
Listen Show Notes
Episode #28
Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments
Jul 29, 202613 minS5
Inflation is rising, but despite that, corporate earnings have continued to grow. In this episode, find out what this tug of war between inflation and earnings could mean for your investments. - 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
Listen Show Notes
Episode #27
Market Update | July 2026
Jul 16, 20263 minS5
Get caught up on the markets and what it could mean for you and your wallet, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA . - 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
Listen Show Notes
Episode #25
3 Powerful Midyear Financial Moves
Jul 8, 20267 minS5
For high-income earners, mid-year is a critical window to evaluate compensation, tax exposure, and long-term planning strategies. In this episode, WHZ Associate Vice President, Lead Wealth Advisor Logan Lum explains how to align compensation decisions with tax strategy in order to reduce surprises and create more control. Read the companion blog post: https://whzwealth.com/blog/three-powerful-mid-year-financial-moves-for-executives - 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
Listen Show Notes

Guest Appearances

Recent guests on You & Your Money. Study who booked and why before you pitch.

Logan Lum

WHZ

Leisl L. Langevin

WHZ

Holly C. Wanegar

WHZ Strategic Wealth Advisors

Kevin T. Lewis

Rocklobs Advisory

Advertisers on this show

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Best industries to pitch You & Your Money for

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

businessstrong

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.

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What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

Every question we get asked before
someone starts their trial.

If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

How do agency tiers work?

What is a talent profile?

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

Do you offer a free trial?

Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

What happens if I cancel?

You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

You & Your Money

About this Podcast:

Pitch Analysis

What is You & Your Money?

About the host

Recent episodes

Your Estate Plan Just Got An Upgrade – What To Do Now

New Tax Rules, New Opportunities

Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments

Market Update | July 2026

3 Powerful Midyear Financial Moves

Guest Appearances

Logan Lum

Leisl L. Langevin

Holly C. Wanegar

Kevin T. Lewis

Advertisers on this show

Best industries to pitch You & Your Money for

Podcasts like You & Your Money

Every question we get asked beforesomeone starts their trial.

You & Your Money

About this Podcast:

Pitch Analysis

What is You & Your Money?

About the host

Recent episodes

Your Estate Plan Just Got An Upgrade – What To Do Now

New Tax Rules, New Opportunities

Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments

Market Update | July 2026

3 Powerful Midyear Financial Moves

Guest Appearances

Logan Lum

Leisl L. Langevin

Holly C. Wanegar

Kevin T. Lewis

Advertisers on this show

Best industries to pitch You & Your Money for

Podcasts like You & Your Money

Every question we get asked beforesomeone starts their trial.

Every question we get asked before
someone starts their trial.

Every question we get asked before
someone starts their trial.