Conversation #10: Setting Yourself Up for Financial Success In 2022

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.