Empower Blog

December 02, 2020

Podcast: How to Rewrite Your Financial Playbook After 2020

Podcasts, Financial Planning
On the second episode of our new podcast, The Community Conversation, Heath Burch, Director of Wealth Management by CommunityAmerica, and Matt Johnson, Vice President of Marketing for CommunityAmerica Credit Union, are back to talk about the many ways this year has brought about uncertainty and forced change for all of us.

They discuss how this lack of control in our lives can cause stress, especially when it comes to our finances, and draw on both their personal experiences and Heath's twenty years as a financial advisor to offer some simple ways to shift your perspective and steps for taking control over your finances.

In this episode, Heath and Matt offer a fresh, life-giving perspective as they draw from their personal experience and financial expertise.

Check out the episode below:

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About the Author
CommunityAmerica Author
Wealth Management by CommunityAmerica

Wealth Management by CommunityAmerica is rooted in helping individuals, business owners and families with financial and investment planning to help them achieve a financial peace of mind. At the center of our Wealth Management practice is a focus on you, the member. We know everyone’s financial situation is unique. By understanding your goals and financial aspirations, we can craft a roadmap that can assist you in reaching them. Whether you’re looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health.

Securities and advisory services offered through Copper Financial Network (Copper Financial), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:

Are Not Deposits

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