W+M 006: Getting Unstuck and Insured with Katie Waters

This week I'm sitting down with Katie Waters, Certified Financial Planner, Advisor, and Owner of Stable Waters Financial, a comprehensive financial planning firm. Katie is passionate about helping individuals with cash flow issues. That's the basics of their budgets, making sure they have enough money to pay off their debt, pay for their day-to-day life, and save for their goals. Then she dives into insurance and investments. This week, I leverage Katie's expertise to help us understand what insurance is appropriate to have at this time in our lives. With Katie's expertise, I created a cheat sheet you can refer to and modify for your life-stage scenario. See the button, below. Katie offers great insight into our insurance coverage and specific tips for some of our policies.

Covered in the interview:

• What is Stable Waters Financial


• Financial Planning and Cash Flow Management (a comparison)


• Getting people un-stuck with cash flow management


• Insurance for millennial-aged women (get the checklist!)


• An easy calculation to make sure we're properly covered with insurance


• How Katie got interested in finance plus her first money memory


• Katie’s “I made it”/Avocado moment


• Quick and Dirty Q&A


• Katie’s tips for saving up for big goals (like travel)

Read more here