The Community Conversation by CommunityAmerica

The Community Conversation by CommunityAmerica

By CommunityAmerica Credit UnionBusinessManagementNon-Profit
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The Community Conversation by CommunityAmerica episodes

  • 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 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.

    32 min
  • 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 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.

    38 min
  • 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 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.

    33 min
  • 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. This podcast explores some key takeaways to bear in mind at the 3 stages of the divorce process: preparation, process, and recovery.

     

    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.

    33 min
  • 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 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.


    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.

    38 min
  • 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 rundown on what’s happened, how to prepare for making payments, and who to contact for help.

    30 min
  • 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 set them up for success later in life. Whether speaking with a child, or a young adult, there is something to be learned.

    42 min
  • 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 well as leave a legacy you can be proud of.

    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.

    38 min
  • Fraud During Tax Season

    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.

    24 min
  • 2023 Market Outlook

    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.

    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.

    25 min

About The Community Conversation by CommunityAmerica

From the publisher's feed

Welcome to the Community Conversation. It‘s both brought to you by and hosted by CommunityAmerica. And while some people know who CommunityAmerica is, maybe you don‘t. But what we know is that we have a compelling, interesting, and impactful story to tell. And our goal with these conversations will never be to sell CommunityAmerica‘s products and services, but rather have important conversations with our very talented employees, leaders, members, community partners, experts from a variety of industries and causes to help educate and inform you.