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.

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

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 education without the burden of debt.

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

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.

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

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