Financially Speaking with Lisa

Financially Speaking with Lisa

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Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, product…

WOWO / Federated Media


    • Aug 3, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 27m AVG DURATION
    • 44 EPISODES


    Search for episodes from Financially Speaking with Lisa with a specific topic:

    Latest episodes from Financially Speaking with Lisa

    44: Women Financially Speaking

    Play Episode Listen Later Aug 3, 2019 27:22


    women financially speaking
    43: Protecting Your World

    Play Episode Listen Later Jul 27, 2019 27:22


    protecting
    42: What's The Risk?

    Play Episode Listen Later Jul 20, 2019 27:21


    risk
    41: It's The Little Things

    Play Episode Listen Later Jul 13, 2019 27:22


    it's the little things
    40: Financial Freedom

    Play Episode Listen Later Jul 6, 2019 27:24


    financial freedom
    39: IRA Rollovers

    Play Episode Listen Later Jun 29, 2019 27:19


    rollovers
    38: Myles Wilson-PreNeed Funeral Planning

    Play Episode Listen Later Jun 22, 2019 27:22


    funeral planning
    37: Funeral Planning with Miles Wilson

    Play Episode Listen Later Jun 15, 2019 27:18


    funeral planning
    36: Don't Get Scammed (Part 3 with Roy Stucky)

    Play Episode Listen Later Jun 8, 2019 27:22


    scammed stucky
    35: Change: Facing Major Illness

    Play Episode Listen Later Jun 1, 2019 27:21


    facing illness
    34: Changes: Retirement

    Play Episode Listen Later May 25, 2019 27:20


    retirement
    33: Changes : The Death of Someone Close To You

    Play Episode Listen Later May 18, 2019 27:22


    death
    32: Changes: Jobs & Finances

    Play Episode Listen Later May 11, 2019 27:22


    jobs finances
    31: Changes: Divorce and Finances

    Play Episode Listen Later May 4, 2019 27:25


    divorce finances
    30: Changes: Marriage & Finances

    Play Episode Listen Later Apr 27, 2019 27:22


    marriage finances
    29: Good Credit Is King

    Play Episode Listen Later Apr 20, 2019 27:23


    good credit
    28: Who wants to be a millionaire?

    Play Episode Listen Later Apr 13, 2019 27:22


    Who wants to be a millionaire? You? What steps are you taking to get there? Listen this Saturday to "Financially Speaking with Lisa" as she relays concrete steps to put you on the right path to achieve this stellar status!!

    millionaire financially speaking
    27: Act Your Age

    Play Episode Listen Later Apr 6, 2019 27:23


    26: Health Insurance Myths

    Play Episode Listen Later Mar 30, 2019 27:20


    myths health insurance
    25: Keys to Retirement

    Play Episode Listen Later Mar 23, 2019 27:22


    keys retirement
    24: Spring Cleaning Your Finances

    Play Episode Listen Later Mar 16, 2019 27:23


    finances spring cleaning
    23: Winterize Your Portfolio (Part Three)

    Play Episode Listen Later Mar 9, 2019 27:22


    Lisa wraps up her 3 part series on preparing for the "winter years" of our lives with a discussion on insurance.

    winterize
    22: Winterizing Your Portfolio (Part Two)

    Play Episode Listen Later Mar 2, 2019 27:18


    winterizing
    21: Winterizing Your Portfolio (Part One)

    Play Episode Listen Later Feb 23, 2019 27:25


    We go through different seasons of our lives, starting with Spring (our youth) all the way to Winter (our retirement years).

    spring winterizing
    20: Retirement Savings

    Play Episode Listen Later Feb 16, 2019 27:34


    401k and related employer offered retirement and savings options are the topic for this weeks program.

    retirement savings
    19: Don't Get Scammed (Part 2) with Roy Stucky

    Play Episode Listen Later Feb 9, 2019 27:22


    scammed stucky
    18: Intentionality of Investments with Paul Binnion of Clark Capital

    Play Episode Listen Later Feb 2, 2019 27:37


    capital investments intentionality
    17: Let's Talk About Market Volatility!

    Play Episode Listen Later Jan 26, 2019 27:26


    market volatility
    16: Kurt Ness -- Ness Brothers -- "How an auction company can help!"

    Play Episode Listen Later Jan 19, 2019 27:27


    brothers auction ness
    15: Roy Stuckey -- "Don't get Scammed!"

    Play Episode Listen Later Jan 12, 2019 27:27


    scammed stuckey
    14: Clark Capital -- "Ask for a FREE Income audit!"

    Play Episode Listen Later Jan 5, 2019 27:37


    capital income audit
    13: New Year Resolutions (Financially Speaking)

    Play Episode Listen Later Dec 29, 2018 27:20


    new year resolutions financially speaking
    12: Charitable Donations Q & A's

    Play Episode Listen Later Dec 22, 2018 27:23


    donations charitable
    11: Grown up Christmas Shopping List

    Play Episode Listen Later Dec 16, 2018 27:31


    grown up shopping list christmas shopping
    10: Sanderson on Tax 2018

    Play Episode Listen Later Dec 9, 2018 27:36


    sanderson
    9: Sanderson on Tax

    Play Episode Listen Later Dec 2, 2018 27:31


    sanderson
    8: Correct Account Titling

    Play Episode Listen Later Nov 25, 2018 27:25


    11-24-18 Today Lisa talks about account titling, it's often overlooked and can have a huge impact on what happens to your assets.

    account correct today lisa titling
    7: Update your Beneficiary Designations

    Play Episode Listen Later Nov 19, 2018 27:26


    11-17-18 Today Lisa talks about beneficiary designations.

    beneficiary designations today lisa
    6: Flexible Spending Accounts

    Play Episode Listen Later Nov 11, 2018 27:34


    spending accounts flexible
    5: High Deductible Plans

    Play Episode Listen Later Nov 4, 2018 27:39


    deductible
    4: Choose your Group Benefits

    Play Episode Listen Later Oct 28, 2018 27:32


    Lisa shares her expertise to help you navigate the various group benefits from your employer pertaining to insurance including, health, dental, and life insurance.

    group benefits
    3: Estate Planning Simplified

    Play Episode Listen Later Oct 20, 2018 28:33


    Just who needs a will and other Estate Planning documents?

    estate planning simplified
    2: Estate Planning Mistakes to Avoid

    Play Episode Listen Later Oct 13, 2018 28:21


    Learn from the Estate Planning Mistakes of the Rich and Famous in this conversation with Lisa Waterman.

    rich mistakes estate planning
    1: Introduction to Financially Speaking with Lisa Waterman

    Play Episode Listen Later Oct 12, 2018 27:11


    Get to know Lisa Waterman including her background, her experience and what to expect in upcoming podcasts and shows on WOWO Radio!

    waterman financially speaking

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