The Psychology of Financial Planning

The Psychology of Financial Planning

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. Disclosure: 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 obligations of, or guaranteed by, the credit union | May lose value.

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Avsnitt(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 Juni 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 Dec 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 Dec 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 Juli 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 Maj 202337min

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