Financially Speaking with Lisa-logo

Financially Speaking with Lisa

Business & Economics Podcasts >

Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa. Lisa Waterman is a registered representative if Signator Investors Inc. with securities and investment advisory services offered through Signator. Member FINRA, SIPC, a registered investment advisor. Financially Speaking with Lisa airs at 10 a.m. every Saturday on News/Talk 1190 WOWO 107.5 FM and published weekly as a podcast.

Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa. Lisa Waterman is a registered representative if Signator Investors Inc. with securities and investment advisory services offered through Signator. Member FINRA, SIPC, a registered investment advisor. Financially Speaking with Lisa airs at 10 a.m. every Saturday on News/Talk 1190 WOWO 107.5 FM and published weekly as a podcast.
More Information

Location:

United States

Description:

Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa. Lisa Waterman is a registered representative if Signator Investors Inc. with securities and investment advisory services offered through Signator. Member FINRA, SIPC, a registered investment advisor. Financially Speaking with Lisa airs at 10 a.m. every Saturday on News/Talk 1190 WOWO 107.5 FM and published weekly as a podcast.

Language:

English

Contact:

2602554357


Episodes

8: Ensure your accounts are titled to reflect your wishes

11/25/2018
More
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. Learn from Lisa Waterman what steps you should take now.

Duration:00:28:24

7: Is It Time To Update Your Beneficiary Designations?

11/19/2018
More
11-17-18 Today Lisa talks about beneficiary designations. She'll explain exactly what they are, why they are important, and what can happen if certain events happen in your life, but you don't update these important documents. Listen and learn with Lisa Waterman!

Duration:00:27:57

4: How to choose your Group Benefits

10/28/2018
More
Lisa shares her expertise to help you navigate the various group benefits from your employer pertaining to insurance including, health, dental, and life insurance.

Duration:00:28:02

3: Lisa Waterman discusses Estate Planning with Attorney Joe Bonahoom

10/20/2018
More
Just who needs a will and other Estate Planning documents? What happens if you don't have these papers in place? Join Lisa Waterman as she interviews Joe Bonahoom, one of Fort Wayne's most experienced Business and Estate Planning attorneys.

Duration:00:29:00

2: Estate Planning Mistakes to Avoid

10/13/2018
More
Learn from the Estate Planning Mistakes of the Rich and Famous in this conversation with Lisa Waterman. The artist formerly known as Prince; Aretha Franklin and others passed away without important Estate Planing documents. This episode of Financially Speaking with Lisa touches on these and reminds us how to prepare for our future.

Duration:00:28:51

1: Introduction to Financially Speaking with Lisa Waterman

10/12/2018
More
Get to know Lisa Waterman including her background, her experience and what to expect in upcoming podcasts and shows on WOWO Radio!

Duration:00:27:41