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
Claim This Podcastby David Limerick
Podcast Overview
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.
Language
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Publishing Since
6/30/2022
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Recent Episodes
September 30, 2025
What is Your Why?
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
September 23, 2025
The Importance of Building Equity
Today we’re diving into a topic that’s central to building long-term wealth: the importance of building equity. Whether you’re a homeowner, a business owner, or someone looking to invest, understanding equity and how to build it is crucial to achieving financial success. If you're interested in a one-on-one with David, visit westreet.org/wealth-management
September 16, 2025
Teaching Your Children Financial Literacy
When it comes to talking to kids about money it can seem very intimidating to people. Maybe because as adults we are not real sure ourselves about how money works. Take time to think about how you learned about money. If you're interested in a one-on-one with David, visit westreet.org/wealth-management
37 total episodes available
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This podcast updates weekly.
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