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
What is Your Why?
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David Limerick
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Season 1
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Episode 35
In this podcast I want to revisit goals briefly and then bring some clarity to understanding the need for goals and to understanding the “Why” of the goals. In an earlier podcast I discussed the need for goal setting and how to effectively set goals. Let’s review briefly what was said about goals and then go further into exploring goals.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management