31 episodes
Imagine the Potential David Limerick
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- Business
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5.0 • 9 Ratings
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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.
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Seven Keys to Enhancing Your Social Security Benefits
In today's episode, I will discuss seven keys to enhancing social security benefits. This podcast is a summary of a webinar we held that can be found on our website.If you're interested in a one-on-one with David, visit westreet.org/wealth-management
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Funding Higher Education for Yourself
In today's episode, I will discuss funding your higher education pursuits. Before considering a master's degree, consider the cost. Avoiding large financial debts, especially student loan debt, is essential to maintaining the financial freedom you want. If you're interested in a one-on-one with David, visit westreet.org/wealth-management
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Charitable Giving as Part of Your Financial Plan
In today's episode, I will delve into the importance of incorporating charitable giving as a crucial component of your financial plan. We will explore why giving back can be beneficial not only for the recipients but also for yourself in terms of financial well-being and personal fulfillment.If you're interested in a one-on-one with David, visit westreet.org/wealth-management
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Momentum Through Chaos Pt. 2
In today's episode, we're going to continue to discuss chaos. Chaos is a term used to describe a state of complete confusion and disorder. This state is characterized by a lack of any controlling factor over events and behavior. In such a state, things tend to be unpredictable and change rapidly, making it difficult to comprehend or manage them. If you're interested in a one-on-one with David, visit westreet.org/wealth-management
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Momentum Through Chaos Pt. 1
In today's episode, I'm going to discuss chaos. Chaos is a term used to describe a state of complete confusion and disorder. This state is characterized by a lack of any controlling factor over events and behavior. In such a state, things tend to be unpredictable and change rapidly, making it difficult to comprehend or manage them. If you're interested in a one-on-one with David, visit westreet.org/wealth-management
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8 Tips for Building Wealth
In our last episode, we discussed developing a mindset that enables you to contribute to building wealth. Now that you've learned those principles, let's move on to the next step and discover eight practical steps that can assist you in earning money and creating wealth.If you're interested in a one-on-one with David, visit westreet.org/wealth-management