Invested in You

Community First Investment Group
  • 5.0 (3)
  • Investing
  • Updated Biweekly

With a deep belief that financial planning should feel approachable - not overwhelming - we created this podcast to provide neighborly advice on all things investing. Whether you're just starting your financial journey or experiencing a big milestone, we're here to break down the basics - all in a way that puts YOU first. Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer below. Insurance products offered through LPL Financial or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker dealer or investment advisor. LPL Financial is not affiliated with Community First Bank or Community First Investment Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit cfigadvisors.com. FINRA: www.FINRA.org SIPC: www.SIPC.org

Episodes

  1. 12/03/2025

    Season Recap: Time to Rewind | Ep. 11 | Invested in You

    Welcome to the Season Finale of the Invested in You Podcast - Episode 11: Season Recap! In this special episode, Nate Hasto and Karen Munsey take a look back at the biggest lessons from Season 1 and share what you can expect in Season 2. In this episode, we revisit: - How to build confidence as a new investor - Saving vs. investing (and why both matter) - Retirement planning essentials - Key components of a comprehensive financial plan - Common investment mistakes and how to avoid them - Why estate planning matters for every stage of life - Business planning strategies for growth and transition - The truth behind common investing myths - How insurance fits into your overall financial strategy Plus, get a sneak peek at Season 2, including deeper dives and guest experts joining the conversation. Whether you've been with us since Episode 1 or you're joining for the first time, this season wrap-up highlights the tools, concepts, and advice that aim to help you take the next step in your financial journey. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/ Thanks for joining us for Season 1 - we'll see you in Season 2!

    16 min

  2. 11/19/2025

    Insurance Planning 101: Protecting What Matters Most | Ep. 10 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 10 - Insurance Planning 101! Insurance is one of the most important - and often overlooked - parts of a strong financial plan. Whether you're just getting started or reviewing your coverage, this episode is your guide to understanding the protections that help safeguard your goals, your income, and the people you love. Here's what you'll learn in today's episode: - Why insurance matters in every financial plan - The key types of insurance (i.e., life, disability, auto, home, long-term care, etc.) - How to avoid common insurance mistakes - The importance of updating your insurance plans through different life stages Whether you're just beginning your investing journey or want a clearer understanding of how insurance fits into your financial plan, today's conversation gives you the clarity and confidence to protect what matters most. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/   Stay tuned for our season finale, Episode 11: Season Recap — releasing 12.3 👀

    26 min

  3. 11/05/2025

    Investment Myths Debunked: Clearing Up the Rumors | Ep. 9 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 9 - Investment Myths Debunked: Clearing Up the Rumors Let's be honest - investing can feel intimidating when there's so much noise out there telling you what to do (and what not to do). But here's the truth: you don't need to be an expert, a millionaire, or a psychic to get started. In this episode, Nate breaks down some of the common investing myths that hold people back and replaces them with the clarity and confidence you deserve. From "the market is too risky" to "I'm too young to invest," Nate sheds light on some of the most common rumors we hear. Here's what we'll cover: - Why investment myths spread so easily (and how to spot them) - The truth behind common misconceptions about wealth, risk, and timing - How to tell when financial "advice" might be too good to be true - Practical ways to invest with confidence, no matter where you're starting Whether you're just beginning your investing journey or sharpening your strategy, today's conversation will help you tune out the noise and focus on your plan - one step a time. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 10: Insurance Planning 101 — releasing 11.19 👀

    17 min

  4. 10/22/2025

    Business Planning 101: How to Create a Blueprint for Sustainability | Ep. 8 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 8 - Business Planning 101: How to Create a Blueprint for Sustainability Every business starts with a dream but turning that aspiration into something sustainable takes planning. Whether you're launching your first business, managing a growing company, or planning for your next transition, having a clear, adaptable plan is essential - not just for success, but for sustainability. In this episode, Nate breaks down the fundamentals of business financial planning and shares practical insights to help business owners create a roadmap that aligns with both their business and personal goals. Here's what we'll cover: - What business planning really means - and why it's important that it evolves - The core elements of a strong plan including components like vision, structure, financial planning, risk, succession, etc. - Common business planning mistakes (and how to avoid them) - The role financial advisors play in business planning If you're a small business owner, entrepreneur, or dreamer looking to take the next step in your journey, this episode is packed with insight to help you plan with purpose and think beyond the day-to-day operations. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 9: Investment Myths Debunked — releasing 11.5 👀

    26 min

  5. 10/08/2025

    Estate Planning 101: How to Protect Your Legacy | Ep. 7 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 7 - Estate Planning 101: How to Protect Your Legacy Estate planning isn't just for the wealthy or retired - it's an essential part of any financial plan. In this episode, Nate breaks down what estate planning really means and how you can take simple, proactive steps to protect your loved ones, safeguard your wishes, and maintain your long-term goals. You'll learn: - What estate planning is (and why it's more than just writing a will) - The key components of an estate plan (i.e., wills, trusts, powers of attorney, etc.) - Common misconceptions that hold people back from starting - How financial advisors and estate attorneys work together to ensure your plan aligns with your goals Whether you're writing your first will, thinking about setting up a trust, or just trying to understand what estate planning really means, this episode will help you feel more confident in taking that next step. Estate planning is one of the most meaningful ways to care for your future - and the people in it. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 8: Business Planning 101 — releasing 10.22 👀

    14 min

  6. 09/24/2025

    Investment Mistakes to Avoid: What We See Most (and How to Sidestep Them) | Ep. 6 | Invested in You

    Welcome back to the Invested in You Podcast! In episode 6, we're talking about something every investor faces at some point: investment mistakes. From trying to time the market to putting off investing altogether, there are a handful of common pitfalls that can quietly derail your goals. The good news? You don't have to learn these lessons the hard way. In this episode, Nate shares: - The most common investing mistakes we see (and how to avoid them) - Examples of what those mistakes can look like or how they affect you - Simple ways to protect yourself and your portfolio - How to build smart investing habits for the long-run No matter where you are on your financial journey, this episode is here to meet you there. If you're just getting started, you'll find practical beginner investing tips and pitfalls to avoid. If you've been investing for a while, you'll hear reminders that can help you refocus and keep building momentum. Whether you're new to investing or simply want to feel more confident in your financial decisions, this episode offers professional advice with a neighborly approach. Let’s connect! 🌐 Visit our website: https://www.cfigadvisors.com 💬 Have a question you'd like answered? Visit https://www.cfigadvisors.com/invested-in-you/ 👤 Follow us on Facebook: https://www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: https://www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 7: Estate Planning 101 — releasing 10.8 👀

    24 min

  7. 09/10/2025

    Financial Planning 101: How to Build a Roadmap That Works for You | Ep. 5 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 5 — Financial Planning 101: How to Build a Roadmap That Works for You No two financial journeys look the same - and neither should your roadmap. From budgeting and debt management to retirement, taxes, and investments, it can be hard to know where to start. In this episode, Nate breaks down: - What financial planning really means (beyond just investing) - The core elements of a financial plan: cash flow, debt, investments, insurance, taxes, retirement, and estate planning - Why no two financial plans are alike and how yours should change as life does Whether you're just starting your financial journey, looking for beginner planning tips, or ready to refine your long-term strategy, this episode helps simplify the process and give you the confidence to take your next step. Let’s connect! 🌐 Visit our website: cfigadvisors.com 💬 Have a question you'd like answered? Visit cfigadvisors.com/invested-in-you 👤 Follow us on Facebook: www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 6: Investment Mistakes to Avoid — releasing 9.24 👀

    18 min

  8. 08/27/2025

    Retirement Planning 101: It's Never Too Early (or Too Late) | Ep. 4 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 4 - Retirement Planning 101: It's Never Too Early (or Too Late) When you think about retirement, what do you picture? A number? An age? Maybe a beach chair and a fruity drink? The truth is, retirement isn't just about reaching a certain age - it's about building a plan for the lifestyle you want. In this episode, we cover: - What retirement planning really means (and why it's more than just saving) - The key building blocks of a retirement plan - Common pitfalls to avoid - Retirement planning by life stage (20s, 40s, 60s, and beyond) - The role of a financial advisor in retirement planning Whether you're just starting your career, in the middle of it, or approaching retirement, this episode offers neighborly advice from our local team to help you feel confident about your future. Let’s connect! 🌐 Visit our website: cfigadvisors.com 💬 Have a question you'd like answered? Visit cfigadvisors.com/invested-in-you 👤 Follow us on Facebook: www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 5: Financial Planning 101 — releasing 9.10 👀

    24 min

  9. 08/13/2025

    Saving vs. Investing: What’s the Difference & How to Decide | Ep. 3 | Invested in You

    Welcome back to the Invested in You Podcast, Episode 3 — Saving vs. Investing: What’s the Difference and Why It Matters   Not sure whether to keep your money in savings or put it into investments? You’re not alone. In this episode, we break down: — What saving is (and why it’s essential for short-term goals & emergencies) — What investing is (and how it builds long-term wealth) — When to save vs. when to invest — Examples of each and how to balance both   Whether you’re new to personal finance, looking for beginner investing tips, or want to understand when to save or invest money effectively, this episode gives you neighborly advice from a local team of financial advisors.   Let’s connect! 🌐 Visit our website: cfigadvisors.com 💬 Have a question you'd like answered? Visit cfigadvisors.com/invested-in-you 👤 Follow us on Facebook: www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: www.linkedin.com/company/community-first-investment-group/   Stay tuned for Episode 4: Retirement Planning 101 — releasing 8.27 👀

    18 min

  10. 07/30/2025

    Intro to Investing | Ep. 2 | Invested in You Podcast

    Welcome to the Invested in You Podcast — Episode 2! In this episode, we cover the basics of investing — what it is, why it matters, common types of investment vehicles, what to know before you start, and actionable steps to help you begin. Whether you’re brand new to investing or just need a refresher, this episode is packed with clear, approachable advice for a local team that’s here to help you on your financial journey. Let’s connect! 🌐 Visit our website: cfigadvisors.com 📱 Find us on Facebook: facebook.com/communityfirstinvestmentgroup/ 💼 Follow us on LinkedIn: linkedin.com/company/community-first-investment-group/ Stay tuned for Episode 3: Saving vs. Investing — releasing 8.13 👀

    16 min

  11. 07/16/2025

    Meet the Team Behind the Advice | Ep. 1 | Invested in You

    Welcome to the Invested in You Podcast — Episode 1! Learn more about your host, Nate Hasto, and the team at Community First Investment Group. Discover the purpose behind this podcast and what you can expect from future episodes. Whether you’re planning for retirement, growing your investments, or just getting started, we’re here to help you on your financial journey — no matter where you’re starting from. Let’s connect! 🌐 Visit our website: cfigadvisors.com 💬 Have a question you'd like answered? Visit cfigadvisors.com/invested-in-you 👤 Follow us on Facebook: www.facebook.com/CommunityFirstInvestmentGroup/ 💼 Check us out on LinkedIn: www.linkedin.com/company/community-first-investment-group/ Stay tuned for Episode 2: Intro to Investing — releasing 7.30 👀

    8 min
  • 11 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

With a deep belief that financial planning should feel approachable - not overwhelming - we created this podcast to provide neighborly advice on all things investing. Whether you're just starting your financial journey or experiencing a big milestone, we're here to break down the basics - all in a way that puts YOU first. Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer below. Insurance products offered through LPL Financial or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker dealer or investment advisor. LPL Financial is not affiliated with Community First Bank or Community First Investment Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit cfigadvisors.com. FINRA: www.FINRA.org SIPC: www.SIPC.org

Information

  • Creator
    Community First Investment Group
  • Years Active
    2K
  • Episodes
    11
  • Show Website
    Invested in You