Women Who Invest

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.

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Episoder(30)

Finances Throughout Life Stages: Losing A Loved One

Finances Throughout Life Stages: Losing A Loved One

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 ...

11 Jun 202431min

Finances Throughout Life Stages: Growing Your Family

Finances Throughout Life Stages: Growing Your Family

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...

23 Jan 202437min

Finances Throughout Life Stages: Changing Careers

Finances Throughout Life Stages: Changing Careers

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...

10 Jan 202432min

Finances Throughout Life Stages: Divorce

Finances Throughout Life Stages: Divorce

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. Th...

7 Des 202332min

Finances Throughout Life Stages: Marriage

Finances Throughout Life Stages: Marriage

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 a...

4 Des 202337min

Student Debt Relief

Student Debt Relief

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 rundo...

11 Aug 202329min

How To Talk To Kids About Money

How To Talk To Kids About Money

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 ...

31 Jul 202341min

Financial Planning to Protect Your Loved Ones

Financial Planning to Protect Your Loved Ones

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 wel...

17 Mai 202337min

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