Imagine the Potential

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.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 you want. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 of financial well-being and personal fulfillment.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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, things tend to be unpredictable and change rapidly, making it difficult to comprehend or manage them. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 to be unpredictable and change rapidly, making it difficult to comprehend or manage them. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 money and creating wealth.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 mindset can help you overcome obstacles, stay motivated, and identify opportunities that are not immediately apparent.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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 mind as you work toward financial stability. Stay tuned for practical tips and advice on managing your finances.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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, fuel, and energy for our homes. We also discuss the concept of purchasing power and how it relates to inflation. Join us as we explore these important financial topics and how to manage our funds effectively during these times.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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. You'll learn about how bonuses are taxed, which fringe benefits are taxable, and what a tax return really means.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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

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 ideal amount to save. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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'll share some tips and insights on making informed decisions and avoiding buyer's remorse. So, sit back, relax, and let's dive into the world of smart shopping.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

Join David this week as he discusses the process of financial planning and how he tailors the process to each client.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

Join David this week as he discusses holistic money management and how targeted financial strategies can make a difference in your life. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

Join David this week as he discusses our future, our purpose, and how it drives us.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

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. 

In this week's episode of Imagine the Potential, let's dive into the science behind money management. This isn't necessarily just money management but all aspects of the decision-making process. 

In this week's episode, we're circling back to the idea of values-based investing which is not an investment strategy but a way of managing our moned investments around what we value. For this episode, I want to discuss categories of our different values: relationship driven, personal influence, purpose driven, security driven, and pursuit driven.

In this week's episode, we continue to discuss the 4 R's of managing our emotions in our decision-making process.  Last week, we discussed the first two R's which are recognizing and reflecting. 

If you missed last week's episode, we're discussing the 4 R's of managing our decisions and values-based investing. This episode will focus on recognizing and reflecting before we respond to a situation so we can make a better decision.

Last week we discussed the idea of living in alignment with your goals, values, and your money. In this episode, I want to build on that idea to help you in your journey of financial freedom and alignment. 

In this week's episode, David is discussing the Alignment Model. This model can be used to apply to personal or financial decisions. The Alignment Model puts in line our values, goals, and behaviors. Learn how to use this model to help yourself live in alignment.

In the first episode of this series, David talked about alignment in our finances. What does he mean when we discuss the idea of alignment in financial terms? It's the idea of our core values in line with our investments to meet our financial goals. Join David Limerick on this weeks episode as he walks you through how to align your values with your wallet.

In this episode, we're going to discuss how our family influences our emotions and decision-making process around money.

Take a deep dive into how freedom and security apply to how you spend your money. Join David Limerick, Behavioral Financial Analyst as he explores how the values you hold in life apply to your wallet.

This week we're going to take a deeper look at the top five financial values that I have encountered in my practice and how these five values effects how we manage our money and our emotions around money.

In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values.David Limerick is a Behavioral Financial Advisor with WeStreet Wealth Managment. He has over 15 years of experience helping people take control of their finances. 

In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values.