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.
Imagine the Potential
Managing Money with Your Spouse/Partner
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David Limerick
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Season 1
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Episode 20
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