Empower Blog

June 22, 2021

Podcast: The 5 Pillars of Retirement

Podcasts, Financial Planning
There is no wrong time to start thinking about retirement, and you'll find your plans will keep evolving as you enter new life stages. Through Wealth Management by CommunityAmerica, Heath Burch and his team of Wealth Advisors have guided 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, couples and individuals navigate the decision-making process for what best fits into their financial goals.

In our latest episode, Heath, the Director of Wealth Management by CommunityAmerica, is joined by Wealth Advisors, Ashley Dickson and Scott Pfeifer to provide you with a perspective on key pillars to consider for your retirement plan. You’ll discover you’re not alone when it comes to common roadblocks, yet everyone is unique in creating a plan that works best for them. Key aspects like establishing current and future spending, risk tolerance, and your plan with new life stages look different for everyone. Listen today and begin your journey to forming a retirement plan that works for you.

Check out the new episode below:

Was This Article Helpful?
1 of 1 people found this article helpful
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, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value