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…
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!!
Lisa wraps up her 3 part series on preparing for the "winter years" of our lives with a discussion on insurance.
We go through different seasons of our lives, starting with Spring (our youth) all the way to Winter (our retirement years).
401k and related employer offered retirement and savings options are the topic for this weeks program.
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.
11-17-18 Today Lisa talks about beneficiary designations.
Lisa shares her expertise to help you navigate the various group benefits from your employer pertaining to insurance including, health, dental, and life insurance.
Just who needs a will and other Estate Planning documents?
Learn from the Estate Planning Mistakes of the Rich and Famous in this conversation with Lisa Waterman.
Get to know Lisa Waterman including her background, her experience and what to expect in upcoming podcasts and shows on WOWO Radio!