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.
Episodes
35 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
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.
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Season 1
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Episode 29
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7:17
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 ...
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Season 1
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Episode 28
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8:29
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 ...
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Season 1
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Episode 27
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11:27
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...
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Season 1
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Episode 26
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11:03
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 ...
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Season 1
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Episode 25
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11:05
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...
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Season 1
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Episode 24
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12:23
Building Wealth With the Right Mindset
In this episode, I will discuss in detail how cultivating a positive mindset can work wonders in the pursuit of wealth creation. Wealth creation is not just about making money but also about having the right attitude and mindset. A positive min...
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Season 1
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Episode 23
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15:43
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 min...
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Season 1
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Episode 23
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16:18
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, ...
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Season 1
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Episode 22
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11:54
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. Y...
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Season 1
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Episode 21
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10:18
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, ...
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Season 1
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Episode 20
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9:57
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 ...
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Season 1
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Episode 19
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9:56
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'l...
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Season 1
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Episode 18
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9:41
Our Emotional Biases & The Affects On Our Money
Join David this week as he dives into emotional biases and how they affect our money. If you enjoy this episode, listen to last episode on cognitive biases.
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Season 1
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Episode 17
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13:05
What Are Biases & How Are They Relevant To Finances?
Join David this week as he dives into the hard topic of personal biases and how they affect our finances. Stay tuned for the next episode, Emotional Biases.
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Season 1
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Episode 16
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12:16
How to Start The Financial Planning Process
Join David this week as he discusses the process of financial planning and how he tailors the process to each client.
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Season 1
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Episode 15
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9:16
What is Holistic Money Management?
Join David this week as he discusses holistic money management and how targeted financial strategies can make a difference in your life.
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Season 1
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Episode 14
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6:11
Does Your Future Aspiration & Purpose Drive You?
Join David this week as he discusses our future, our purpose, and how it drives us.
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Season 1
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Episode 13
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5:04
Relationship & Influence Driven Values
In this week's episode, David discusses values that drive our relationships with other people. People that identify with relationship-driven values, often put emphasis on family, relationships, friendships, loyalty, and cooperation.
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Season 1
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Episode 12
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6:22