
Imagine the Potential
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.
Podcasting since 2022 • 35 episodes
Imagine the Potential
Latest Episodes
Estate Planning 101 Part Two
In this episode of the “Imagine the Potential” podcast, I would like to go over some simple steps for building an estate plan. As a financial advisor, I have the privilege of helping clients in many ways. Some of the most difficult conversation...
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Season 1
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Episode 32
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13:11

Estate Planning 101 Part One
Estate planning is a whole area of financial planning in and of itself. Please keep in mind that this podcast is simply to educate the listeners on what estate planning is and when one should consider doing estate planning.
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Season 1
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Episode 31
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16:25

Planning for Your Children's Higher Education Expenses
Saving for your child's college education can be a daunting task, especially given the rising cost of tuition and other expenses. However, with careful planning and smart financial decisions, you can ensure that your child has access to quality...
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Season 1
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Episode 30
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11:01

Financial Planning for Big Life Events
Life’s big moments can be very exciting. The major milestones in life are moments in time that make a big impact on not just your life, but your finances too. It is important to consider your financial readiness for these big life events.
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Season 1
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Episode 30
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15:07
