Empower Blog

The Community Conversation Podcast
April 14, 2021

Spend Now or Save For Later? Finding the Right Balance in 2021

Financial Planning, Podcasts

Balancing spending and saving can be a challenge, so how can you be sure you are making the right decisions and avoiding regret in the process? Thankfully, the financial decisions you face are not new to Heath Burch, Director of Wealth Management by CommunityAmerica, and Matt Johnson, Vice President of Marketing for CommunityAmerica Credit Union. Through Wealth Management by CommunityAmerica, Heath and his team of Wealth Advisors have guided both those who are just starting out on their financial journey, and those who are living deep into their retirement years. They’ve had a close-up view as they’ve helped families navigate making decisions to balance the now, the future and the unexpected financial decisions.

 

In our latest episode, Matt and Heath provide you with a perspective you can relate to and Health walks through the steps to create a financial plan that balances the long-term with the short-term. You’ll discover that you’re not alone, yet everyone is unique in creating a plan that works best for them. Listen today and begin your journey to creating financial balance.


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About the Author
Professional Photo of Ron Yount
Ron Yount

Wealth Management By CommunityAmerica

As a Wealth Advisor, Ron's goal is to be your trusted advisor so as life happens, you can know he is there to help you through the impact of those changes and ensure you remain on track to reach your overall financial goals.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

 

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

 

Link to the Copper Financial Customer Relationship Summary.

 

Investment and insurance products offered through Copper Financial:

 

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