Imagine the Potential

By David Limerick

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Category: Investing

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Episodes: 31

Description

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.

Episode Date
Seven Keys to Enhancing Your Social Security Benefits
Jun 25, 2024
Funding Higher Education for Yourself
Jun 18, 2024
Charitable Giving as Part of Your Financial Plan
Jun 11, 2024
Momentum Through Chaos Pt. 2
Jun 04, 2024
Momentum Through Chaos Pt. 1
May 28, 2024
8 Tips for Building Wealth
May 21, 2024
Building Wealth With the Right Mindset
May 14, 2024
Money & Discipline
Aug 29, 2023
Inflation & Your Budget
Aug 22, 2023
Utilizing Bonuses & Tax Returns
Aug 15, 2023
Managing Money with Your Spouse/Partner
Aug 08, 2023
Paying for Emergency Expenses
Aug 01, 2023
Budgeting for Large Purchases
Jul 25, 2023
Our Emotional Biases & The Affects On Our Money
Mar 21, 2023
What Are Biases & How Are They Relevant To Finances?
Mar 07, 2023
How to Start The Financial Planning Process
Feb 21, 2023
What is Holistic Money Management?
Feb 07, 2023
Does Your Future Aspiration & Purpose Drive You?
Jan 24, 2023
Relationship & Influence Driven Values
Jan 03, 2023
The Science of Decision Making
Oct 04, 2022
The Types of Values
Sep 27, 2022
The 4 R's - Reframe & Respond
Sep 20, 2022
The 4 R's - Recognize & Reflect
Sep 13, 2022
Living in Alignment
Sep 06, 2022
The Alignment Model
Aug 30, 2022
Aligning Your Values With Your Wallet
Jul 26, 2022
Financial Family Values
Jul 19, 2022
Freedom & Security: How it Applies to Your Wallet
Jul 12, 2022
How Valuable is Wealth & Independence?
Jun 30, 2022
What is Value-Based Financial Planning?
Jun 30, 2022
What is Value-Based Financial Planning?
Jun 30, 2022