Conversation #5: How to Build Wealth at Any Age

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.