The Community Conversation by CommunityAmerica

This episode is intended to equip listeners with practical advice and knowledge to navigate these challenging times, emphasizing the importance of early preparation and responsible financial planning to alleviate the burden on loved ones during times of grief and loss. This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs.  You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind. 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.   Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.

This podcast navigates the financial landscape during career changes, emphasizing intentional planning, strategic budgeting, and building strong financial habits to ensure stability and success during transitional phases. This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs.  You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind. 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.   Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.

This podcast navigates the financial landscape during career changes, emphasizing intentional planning, strategic budgeting, and building strong financial habits to ensure stability and success during transitional phases. This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs.  You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind. 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.   Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.

There are a multitude of ways that divorce can arise in a marriage, but whether it's been a decision made over a long period of time, or more suddenly, there are a few financial stages to consider. This podcast explores some key takeaways to bear in mind at the 3 stages of the divorce process: preparation, process, and recovery.  

When two individuals come together to join their lives as one, it's a huge milestone, and comes with a lot of unknowns. What shouldn't be unknown, is how this marriage will affect their finances. As an individual and as a couple, there are some things to prepare for, and things to keep in mind throughout this process that will set you up for success. Things like transparency, compromise, and openness to including a third party in your financial planning can be tremendously helpful as you embark on building a life together.

With changes in policy on Student Debt Relief programs, people may feel thrown for a loop as interest starts accruing this fall. As people gear up to start making payments in October, here's the rundown on what's happened, how to prepare for making payments, and who to contact for help.

Money isn't always easy to talk about, especially with kids. But that doesn't make it any less important for them to learn. It is crucial to teach our youth how to be financially literate in order to set them up for success later in life. Whether speaking with a child, or a young adult, there is something to be learned.

Financial planning is not only an important way to protect yourself, but can also be used to protect your loved ones. Having financial plans in place allows you to build trust and provide care, as well as leave a legacy you can be proud of

Self-made millionaires aren't made overnight. They build their wealth through small, consistent habits each day. In this episode, we will discuss some of the common financial habits practiced by self-made millionaires, and ways to implement these habits into our own lives.

During tax season, you may be susceptible to higher instances of attempted fraud.  While it is important to be aware of fraud all year long, here are some helpful tips you should review to help protect yourself during tax season.

With the new year comes new financial challenges. In 2023, experts are predicting an uncertain market, and warn of the continued emergence of a financial crisis/recession. In this podcast, we will be discussing the history of recessions, as well as recession preparedness for varying life stages as it relates to the present day.

For some, using a credit card can be seen as something to avoid altogether. However, a credit card can be a great resource for your financial health and offers users benefits that go far beyond a way to make payments. By fully understanding your credit card, you can utilize it to work for you.

With the holiday season fast approaching, it's important to remember that this time of year comes along with an unfortunate increase in the number of fraudsters and scammers aiming to take advantage of your generous holiday spirit.   While it is important to be aware of fraud all year long, here are 6 helpful tips you should review to help protect yourself online and in stores over the next few months

The way you feel about money has a significant impact on how you manage it. Typically, those with a financial plan feel more financially secure than those without. In this podcast, we will discuss the common emotions often associated with money, the vital resource of financial planning, and the many forms it can take. Big or small, simply having a plan can make you feel better about money.

Your career is one of the biggest decisions that will affect your happiness, earning potential, and lifestyle.  It's difficult to think about such a heavy conversation as a young adult, but understanding how you can gain experience to land your dream job is a needed planning process as you enter the working world. 

Financial management is a life skill that many kids are falling short on. From education, to real life management, there are ways to talk to your kids about money to set them up for future success when they enter the workforce and become financially independent. 

Your student has worked hard to choose a school right for them and obtain any financial assistance possible, from scholarships to financial aid. Even after taking advantage of the resources, families often feel the strain of the hefty price tag a college education requires.  Join us as we discuss options for families looking to make up for the gaps in funding their child's higher-level education. We breakdown: - Loan types and options - Ways to reduce costs - Obtaining department scholarships - How to discuss and plan for college expenses with your student and family Visit our website to access our cost and compare calculator that will help you determine the amount you may pay for your child's college based on your income level and location.  You are not alone in assuming all the costs of your child's tuition. Make an appointment with our College and Career Planner, Karly Scholl, to discover options that work best for funding college for you and your student. 

Bidding wars, lack of inventory, and rising interest rates all contribute to a harsh market for current home buyers. In this episode, Jackie Reed, Manager, Brand & Outbound Sales is joined by Jane Coppinger, Real Estate Agent at Reece Nichols, to offer hope for what has made buying a home feel impossible. We tackle: Market Conditions -When can we expect more inventory? -Rising rates and how that affects a home's overall cost Realistic Expectations -How to set a budget with room for over asking offers -Planning for a longer home buying process How buyers can Stand Out  -Working with a trusted, local team as opposed to chain type mortgage companies -Getting pre-approved to make faster offers -Things to consider when buying a home as-is -How to make a leg up offer  This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs. All loans are subject to approval.   You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  CommunityAmerica is an equal housing lender. Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind.

Your offer has been accepted, and you are officially under contract on the purchase of your new home! What happens next?  In this podcast episode, we detail the steps in the home buying process now that you are under contract and answer your most pressing questions, such as: How much does a home inspection cost, and what do they check? How is homeowners' insurance different from mortgage insurance? What supporting documents will I need to complete my loan approval? What is an appraisal? What documents will I need to bring to closing? When you are ready to start the home buying process CommunityAmerica Credit Union offers resources to help you get into a new home you love.  This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs. All loans are subject to approval.   You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  CommunityAmerica is an equal housing lender. Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind.

When it comes to purchasing a home, there is much to consider. In this podcast, we break down the basics of home buying: Budgeting  Getting pre-approved Optimizing your potential How to choose a realtor and what to expect from them We discuss concerns like raising your credit score and dispel misconceptions like down payment requirements. We also provide some easy-to-follow guidelines in selecting a real estate agent that will work to negotiate and coordinate on your behalf.  If you are considering buying a home, this podcast gives you the basics and next steps to get you into a home you can afford and an investment you can be confident in.   This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs. All loans are subject to approval.   You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  CommunityAmerica is an equal housing lender. Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind.

Investing has historically been a male-dominated field, for both career options and personal finance. However, not only are we seeing that environment change in recent years, we're also seeing what positive power women have when they are actively a part of investment conversations. There are many things than can be learned from women who invest, along with more resources on how you can get started on investing – no matter where you're at in your life. In our latest episode, we're joined by Taylor Ahern and Ashley Dickson, both wealth advisors with Wealth Management by CommunityAmerica. They discuss their personal experiences with investing, and cover a variety of topics including:   Covering investment gaps How the environment is changing What we can learn from women who invest Listen to our most recent podcast for further education about approaching an investment journey. To talk more in-depth about your own investment opportunities, set up a free consultation with one of our talented Wealth Advisors today.   This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only and may not reflect the experiences of all consumers. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind.   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.  

Financial exploitation can be categorized as forgery, misappropriation of financial resources or abusive financial control. While this can happen to any age group, our older loved ones are especially at risk of falling victim to this type of abuse.  In our latest episode, Roxanne Doss, manager of the fraud and financial investigations department, and Amanda Roberts, investigations analyst, sit down to talk about the complex topic of financial exploitation. They cover how to identify financial exploitation, suspicious activity to lookout for, as well as how you can protect yourself and your loved ones from this type of scheme, including strategies such as:  • Adding a joint signer to your accounts • Visiting your county's Adult Protective Services to connect with an advocate • Visiting The Department Of Justice's website, a federal initiative assisting the elderly Listen today to learn more about how you can protect yourself and your family from financial exploitation.     This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only and may not reflect the experiences of all consumers. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind. 

Planning Your 2022 Financial Journey As you roll into 2022, there are some key areas to focus on when it comes to your financial journey. Though eyes are looking ahead at new opportunities, it's also important to reflect on how you ended 2021. Doing so can help you recognize your habits and patterns as you finalize your new financial goals, as both play an important role in helping you achieve financial peace of mind. In our latest episode, Essence, Branch Manager at our Raymore location, and Heath, Director of Wealth Management at CommunityAmerica, talk about various aspects to consider when planning your 2022 financial journey. During this episode, Essence and Heath will walk you through some budgeting basics and how to make an honest assessment of your finances. You'll also get practical advice on how to plan for big expenses, such as a house, car, baby and more. They will also dive into when it may be time for you to make the switch from budgeting to financial planning for different life events, such as retirement, funding a child's education or estate planning. Listen today as you begin to solidify your goals for the new year and learn how your friends at CommunityAmerica can help.  This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only.  It is not intended to replace the advice of a loan representative or financial advisor.  The examples provided are for illustration purposes only and may not apply to your situation.  Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs.  You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind. 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.   Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.

With new technology, fraud is becoming increasingly tougher to spot. With corrupted links, mass marketing schemes, job application fraud, and more, you may find yourself falling victim and having your information compromised. It's important to remain educated on the current fraudulent schemes out there and continue to stay informed on ways you can protect yourself and your family. In our latest episode, Roxanne Doss, manager of the fraud and financial investigations department, and Erica Higgins, fraud investigator, sit down to tackle the incredibly complex topic: fraud and how to protect yourself.  They cover common fraudulent schemes, common red flags to watch out for, and proactive steps you can take to keep yourself and your family's information safe.  Listen today to learn more about how you can protect yourself from fraud. For more information on fighting fraud, we recommend visiting these websites: ic3.gov banksneveraskthat.com ftc.gov   This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only and may not reflect the experiences of all consumers. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica.  Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind.

Life happens to everyone, and you may find you've made some financial missteps in your past that have negatively affected your credit score. Despite reasons why, this podcast will help provide you with ways to get your finances back on track. In our latest episode, Jamaal Evans, branch manager at Shawnee station, and Anjana Paul, Product Delivery Manager, converse again to offer guidance in rebuilding your credit scores.  They cover personal experiences, what to do if you're not sure where to start, ways to stabilize your situation, and more. Listen today to learn more about how you can rebuild your credit. If you've found yourself with a less than desirable score, please know you are not alone. Please contact us or visit one of our branches and we can help you with a plan to get back on track. This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only and may not reflect the experiences of all consumers. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. All loans are subject to approval and terms may vary.  Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind.

Building your credit is one of the first steps to financial health – the cornerstone of financial freedom and spending power. For young people, it can be difficult to establish a strong credit score out of the gate and show a solid credit history that lenders take seriously.  A good credit score helps you get approved for loans and credit cards. It also helps reduce the expense associated with your debts, as you're more likely to get approved for lower interest rates if your credit is better. This podcast will give you an understanding of what makes up your credit score and tips on how to build your score so you can reach your financial dreams and aspirations. In our latest episode, Jamaal Evans, branch manager at Shawnee station, and Anajana Paul, Product Delivery Manager, offer guidance to help establish good credit as a young adult.  They cover everything from what your credit score is affected by, who can see your score, common misconceptions on building credit, and more. Listen today and begin your journey to build your credit one step at a time. This podcast is brought to you by CommunityAmerica Credit Union.  This recording is for educational and entertainment purposes only and may not reflect the experiences of all consumers. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. All loans are subject to approval and terms may vary.  Please visit CommunityAmerica dot com to learn more about how we can assist you in achieving your Financial Peace of Mind.  

Whether you're a senior in high school or the parent of one, there's a lot to prepare for ahead of the first year of college. There are many due dates and serious conversations that need to be had, and sometimes it can be overwhelming. The important thing to know is that you do not have to go through this alone, and there are many resources to help guide you along your journey in higher education.    In our latest episode, Karly Scholl, the College Planner here at CommunityAmerica, offers insights on upcoming college deadlines, as well as some conversations and common misconceptions she sees in her position. We dive into the Free Application for Federal Student Aid, otherwise known as the FAFSA, along with what to expect as those applications open October 1st. Deciding what type of college – public or private, 2 year or 4 year, can have a significant impact on cost. This podcast is beneficial to both parents and students and can offer some direction on how to tackle these big deadlines throughout senior year. Listen today and begin your college planning journey. To make an appointment with Karly to talk about a college plan designed specifically for you, reserve a time with her here.  This podcast is brought to you by CommunityAmerica Credit Union. This recording is for educational and entertainment purposes only. Every listener has a unique financial circumstance. So what was presented today should not be deemed to have universal applicability, and content provided today should not be construed to be tax or legal advice. Please visit communityamerica.com to learn more about how we can help you in your college and career journey.  

In today's time, there's so much access to information and tools about how to build your 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 yourself 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 and what best fits into their financial goals.  In our latest episode, Heath, the 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 about 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 an essential foundation in building your wealth, but the dollar amount and timeline is different for everyone. Listen today and begin your journey to build your wealth in a way that works around your goals. Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. Investment and insurance products, including annuities: Are Not Deposits.  Are not NCUA or otherwise Federally Insured.  Are Not Bank Guaranteed.  May Lose Value.

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 what best fits into their financial goals.  In our latest episode, Heath, the Director of Wealth Management at 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 with 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. Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS.

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. Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS.

We know it's been a crazy year and there seems to be no playbook for navigating through it. Just ask CommunityAmerica's Matt Johnson. He and his family are rewriting their family playbook as they make memories around the holidays. It's just not the same as previous years…  Life looks different now, and we can't do much about it. And that lack of control causes stress for all. This is especially true when it comes to thinking about financial stability. Talking about finances isn't easy, even in normal times. Instead, our default can often be to withdraw and compare ourselves to others who seem to be “getting it right”. Matt Johnson and Heath Burch understand many of these feelings as they navigate through this difficult season with their own families. You're in good company. And thankfully, that stress and shame doesn't have to be your reality. Matt and Heath have been rewriting the playbook with a fresh, life-giving perspective as they draw from their personal experience and financial expertise. In this episode, Matt talks to Heath about how you can begin to rewrite your financial playbook and take back control with some simple, practical steps. It's the fresh perspective you've been looking for.       Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (CAFS), member SIPC. Products offered by CAFS are: Not NCUA Insured, Not Credit Union Guaranteed, and May Lose Value. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.  

Listen to the first episode of The Community Conversation, hosted by CommunityAmerica.  In this show, you'll hear from Matt Johnson, CommunityAmerica's VP of Marketing and Heath Burch, CommunityAmerica's Director of Wealth Management as they begin the first conversation to educate and inform you...the CommunityAmerica member. This laid back and casual conversation is packed with education and insights, including: CommunityAmerica's 80+ year approach of people helping people How members are at the heart of everything we do Heath's curvy path to the credit union How special needs planning includes far more than managing money How real wealth management goes beyond financial figures The CommunityAmerica caring approach What the team wealth means to our team How we've welcomed members to our comfy couches  How relationships and open doors are what we're after, not just high net worth The embarrassing aspects of money Why personal, intimate experiences for our members are our aim  Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS.