Empower Blog

July 30, 2021

Podcast: How to Build Wealth At Any Age

Financial Planning, Podcasts
Today, there’s more access than ever to information and tools about how to build wealth as you hit new life milestones. But unfortunately, at times, it can feel confusing, as each life stage brings different needs. The good news is, there are steps you can take along the way to help you better prepare for the next evaluation of your goals. 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 in determining what best fits into their financial plans and goals.

In our latest episode, Heath, Director of Wealth Management at CommunityAmerica, is joined by Wealth Advisors, Taylor Ahern and Daniel Wilkes, to offer guidance through the common life stages of early career, young family, mid-career, late career and retirement, with ways to build wealth during each stage. You’ll discover that while each life stage brings new challenges, your goals to build wealth don’t have to take a backseat. Certain aspirations, such as building an emergency fund and prioritizing debt payoff, are essential to creating a foundation for building your wealth, but the dollar amount and timeline is different for everyone. Listen today and begin your journey to build wealth in a way that works around your goals.

Check out the new 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

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value