24 episodes

Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. 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. Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Imagine the Potential David Limerick

    • Business
    • 5.0 • 9 Ratings

Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. 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. Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    Money & Discipline

    Money & Discipline

    In this episode, we'll discuss ways to develop financial discipline. We'll cover topics such as educating yourself on money management, getting motivated to improve your financial situation, and more. We'll also share some quotes to keep in mind as you work toward financial stability. Stay tuned for practical tips and advice on managing your finances.
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 16 min
    Inflation & Your Budget

    Inflation & Your Budget

    In this episode, we dive into the topic of inflation and how it affects our money and the economy. With the current U.S. economy experiencing inflation and market volatility, we take a closer look at its impact on the rising cost of groceries, fuel, and energy for our homes. We also discuss the concept of purchasing power and how it relates to inflation. Join us as we explore these important financial topics and how to manage our funds effectively during these times.
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 11 min
    Utilizing Bonuses & Tax Returns

    Utilizing Bonuses & Tax Returns

    In this episode, we'll provide tips on best using your bonus or tax return based on your financial situation. So stay tuned for some helpful insights on this important topic. We'll also discuss the tax implications of bonuses and tax returns. You'll learn about how bonuses are taxed, which fringe benefits are taxable, and what a tax return really means.
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 10 min
    Managing Money with Your Spouse/Partner

    Managing Money with Your Spouse/Partner

    In this episode, we'll be discussing how to have a productive and positive conversation about finances with your partner. We'll cover tips on planning the conversation in advance, starting with a shared vision, listening to each other's ideas, and reaching an agreement that works for both of you. We'll also talk about maintaining independence and privacy through separate spending funds and setting up regular check-ins to prevent future conflicts.
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 9 min
    Paying for Emergency Expenses

    Paying for Emergency Expenses

    On this episode, we discuss the importance of being prepared for emergencies. This can prevent financial stress and provide peace of mind. We also explore how to create and maintain these emergency funds, including tips on how to determine the ideal amount to save. 
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 9 min
    Budgeting for Large Purchases

    Budgeting for Large Purchases

    In this episode of our podcast, we will discuss a topic that many of us can relate to, making big purchases without regretting it. We've all been there, feeling the urge to buy something that catches our eye but later regretting it. Today, we'll share some tips and insights on making informed decisions and avoiding buyer's remorse. So, sit back, relax, and let's dive into the world of smart shopping.
    If you're interested in a one-on-one with David, visit westreet.org/wealth-management

    • 9 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

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