Lisa Seery, Investing + Wealth Coach (2026)

16/09/2021

I'm so so excited about this article!! I recently shared with + Grow about my imperfect investing journey and my evolution into a confident investor.

Ladies, you have to be investing PERIOD.

It's not about how much money you have to start, being an expert, or investing perfectly.

It's about taking bold action even when it seems a little scary, starting simple, practicing patience, & cultivating your skills over time.🚀

You can read the full article below.
https://grow.acorns.com/lisa-seery-wealthy-within-founder-investing-advice/

👇🏼I'd love to hear your takeaways!!

02/07/2021

You, and only you, are the employer of your money. So you've gotta put your excess cash to work!

If you've noticed, prices have been creeping up bc inflation rose to an annual rate of 4.2% in April. This type of inflation 'pop' can happen after a recession.

So if the interest on your money isn't keeping up with inflation, you're actually losing money.

And remember any stock market drops are only temporary. Not a reason to panic when you have a long-term vision for your money.

11/12/2020

You guys, I'm featured in Yahoo Finance - WOW!

What a way to wrap up the year as a Top 10 Wealth & Finance Expert to watch in 2021.

Leaving corporate last year in order to help people change their lives and become financially healthy is something I'm grateful I get to do each day. I get to educate women about wealth planning and how to step into their power in order to feel worthy of receiving wealth. Seeing clients light up when they start hitting important milestones and realizing their potential is such a gift.💚

I'm in awe of what's transpired in less than a years time and really dang excited about the future.

If you're interested in reading the full article and learning more about this incredible group of wealth and finance experts, the link is below.😊⭐

https://bit.ly/financeexperts2021

📷

02/12/2020

Can’t Keep Money In Your Bank Account? You May Be Making These 3️⃣ Mistakes.

If you’re making good money 💰, why does it still feel so hard to have money sitting in your account by the time your next payday rolls around?

Are you jinxed, did your younger brother steal your BofA password, what the heck is happening?🤷‍♀️

It took me a solid few years in my 20’s to really figure out how to keep the money I was making, so I feel you girl.

What I wasn't aware of at the time was that I was making a few big mistakes managing my money. It’s likely that some of these are affecting you too. Let's explore...

🌴NOT PAYING YOURSELF FIRST

Diving in with the big kahuna. Don’t put the future you at the bottom of your priority list. You need to be your top priority. Every time you get paid before you spend money, be setting aside money and investing in the future you.👩🏽‍🦳👩🏻‍🦳👩🏾‍🦳👩‍🦳

The simplest way to do this is via your employer 401k plan or an IRA. When you automate this process and make setting aside money for the future your #1 non-negotiable, it makes managing your cash flow SO much easier.🌈

🌴BEING TOO BASIC WITH BANK ACCOUNTS

Ninja hack: Have separate checking accounts for your monthly bills and fun money + basic savings account + an interest bearing savings account.

Compartmentalizing your money is a game changer. The same goes for entrepreneurs and business vs personal accounts - keep ‘em separate and set them up the way that works best for your brain and lifestyle/business.

🌴SPENDING ON SH*T YOU DON’T EVEN LIKE

How many times have you bought a super cute top for a night out only to wear it once and then it gets lost in the abyss of your closet? 🙋‍♀️ I want you to look into your closet and visualize the things you don’t wear as money🔥. It likely stings a bit thinking of how much money you wasted, right?

You don’t need to stop spending money, you just have to get clarity around spending on what you love and what makes you happy.

What these 3 things have in common is understanding your cash flows.💸

Making money is rad AF but keeping your money is even sweeter.

What's one thing you spent too much on in your early 20's?

27/11/2020

Introducing: STRAIGHT UP INVESTING
🎉📈🤑

Your premiere investing blueprint for growing your money with confidence.💸

**For 5 days only $200 off = $247**

If you've ever thought 🤔 'I should really be investing' but felt completely overwhelmed with HOW to do it, I've got you babe!
*Cher pun intended*

In this self-paced course, your investing expert big sis is showing you step-by-step how to invest in the stock market and become a confident investor.

(It's so much easier than you think!)

Here's what' inside:

Module 1: Overcoming Investing Overwhelm
•Discover your investing style
•Uncover why personal finance is...personal.
•Eliminate the noise to maximize your profits

Module 2: Good Things Come to Those Who Invest
•Why invest?
•Learn why you don't need a lot of $$ to start
•Investment growth secret sauce

Module 3: All Aboard the Money Train
•Investing essentials starter kit
•Dymystifying investment choices
•Priming your portfolio for profits

Module 4: Investment Account Options
•Deep dive into retirement & non-retirement accounts
•Evaluating your options: robo-advisor, DIY, financial advisor
•How and where to open an account

Module 5: Fastrack to Investing with Confidence
•Your Investing Game Plan
•Rebalancing your portfolio
•Human behavior and the stock market
•Cruise control into financial freedom

BONUS CONTENT
✅ 2 group coaching calls (ONLY 6 spots left!)
✅ Millionaire Investor Blueprint: VIP access to my investment research framework that has pulled in returns of up to 1900% in just 5 years
✅ Done-for-you interest calculation worksheets
✅ Step-by-step guide for how to BUY & SELL
✅ Tax harvesting tutorial

Like whoa 🤯, I'm packing in all the extras to help get you on your way to securing your millionaire status.

👇Quick Deets👇

Format: Self-study video course with worksheet + exercises, bonus group coaching for those quick to join

Price: Lowest it'll ever be - $247 (normally $447)

Available: NOW🎉. Doors close for good on Tuesday 12/1 and I'm not sure when it'll be back.

Jump in while you can because you're going to love how it feels to be a confident investor, watching your money grow with ease!

https://www.lisaseery.com/straight-up-investing

18/11/2020

To the woman who wants to invest but is worried that she'll lose money...

I get it. Your girl started going all in with investing in stocks a year before the 2008 financial crisis happened, and it was SCARY seeing the value of my investment portfolio drop by about 50% by the beginning of 2009. But after going through a few bear markets, I can tell you that the stock market bounces back along with your portfolio value. And despite a rocky start, my money has continued to multiply with little effort thanks to the power of compound interest (+ dividends).

Actually, without investing my life would be completely different today.

Here are 5 BIG things that investing has allowed me to do:

1️⃣ Take a 19 month work hiatus at age 33 to travel the world, spending time with family & friends, pursue my health coach certification, read books on the beach, and live fully in the moment.

2️⃣ Travel to 33 countries and not feel guilty about being kinda bougie with travel upgrades, accomodations, and experiences.

3️⃣ Quit my 9-5 in order to start my own business helping women become confident managing their money.

4️⃣ Take even bigger risks with a portion of my investments to get better returns - REITs, precious metals, tech stocks...just to name a few.

5️⃣ Have millions by the time I reach retirement even if I don't invest another penny.

I want to inspire you to dream bigger because you are worthy of it!💫

If you are ready to grow your money, don't be intimidated by investing. It creates opportunity to live a life you love. And I want that for you.

And the amazing thing is investing doesn't require that you do it perfectly or that you have a lot of money. It just requires that you BELIEVE that you ARE an investor and simply start investing.

To help you on your way: subscribe to my newsletter for weekly investing tips on lisaseery.com

11/11/2020

Your lack of confidence is impacting your future.

When's the last time you felt confident about your finances?

If you just thought to yourself 'never', or 'I definitely don't feel confident about money', well that kinda sucks doesn't it?

But the person that can change your life and your money situation is you.💫

It's not all that hard really. It's just a matter of having the toolkit along with the mindset shift which will skyrocket your financial confidence.🚀

Wouldn't it feel pretty powerful to know how to keep more money in your wallet + ask for what you deserve?

Sign up to my newsletter at lisaseery.com for weekly knowledge, empowerment and practical tips for making your finances work for you.

04/11/2020

The party that wins the White House doesn't dictate your investment returns.🗣

Take a glimpse of the S&P 500 returns from Reagan to Trump.

Let's talk some facts on this juicy topic...

When you look at broad market returns it really doesn't matter if the U.S. has a Republican or Democrat as president.

There may be certain sectors of the market that are more heavily impacted depending on the political party's agenda while in office and how much of Washington they control. But, keep in mind there are 11 sectors of the market. 📈

I totally understand the emotions of being an investor and feeling uneasy listening to the media exaggerate stock market predictions, especially in the middle of a pandemic. On top of that, this election may also be a new experience if you've only been investing for a few years.

The key thing to keep in mind is that you're investing for the future badass 70 year old you. You're likely going to have your money invested during a handful of presidencies and that's an epic thing.

The market will always move in cycles, that's how it works. Time, consistency, and patience always wins babe.💫

We dove deeper into this topic in this week's weekly newsletter. Be sure to sign up for financial tips, hot women's topics, and first dibs (and discounts) on spicy new releases at lisaseery.com

(Sources: CNN, RBC, Fidelity)

28/10/2020

Juicy fact 🍍⁠

Women are better investors than men.⁠

Various studies dating back to 1991 show that women investors outperform male investors.⁠

"Whoomp! There it is."
- 90's hip hop duo, Tag Team

So if you ever need a confidence boot when it comes to investing, I want you to do 3 things:

1. Remind yourself of this fact 💡
2. Next go watch Emma Stone's lip sync battle with Jimmy Fallon to DJ Khaled's "All I Do Is Win" 🎤
3. Invest consistently for the long-term⁠ 📈

Hands up for my long-term investors who are leveraging the stock market to slay the gender wealth gap.🙋🏾🙋🙋🏽🙋🏼🙋🏻⁠

20/10/2020

Quick & dirty - 3 primary retirement account types (for my U.S. non biz babes)

📈 Employer- Sponsored Account - Offered by employers - 401(k), 403(b), Thrift Savings Plan (TSP)

📈 Traditional or Roth Individual Retirement Accounts (IRAs) - Retirement accounts you can open at a brokerage firm in addition to your employer plan account OR if your employer doesn't offer a plan.

IRAs are a great tax efficient way to invest beyond your employer plan where you have more low cost investment options to choose from.

👉Take a look at the quick & simple details of each type.

We go deep into retirement planning and investing in my signature 90-day group program, Wealthy Within. If you have minimal high interest debt, are ready to start growing your money, and transform the way you feel about finances, then this is the program for you!

Fall enrollment is currently open - don't wait to submit your application! 🚀 https://www.lisaseery.com/wealthy-within

14/10/2020

Investing consists of the magic formula: 🔮 TIME + CONSISTENCY + PATIENCE + MINDSET🔮

My investment journey started about two years before the financial crisis/great recession (2007-2009) when I opened a brokerage account along with my IRA. As a new investor, it felt gut wrenching seeing the value of my accounts drop about 40% when it all hit the fan during the global banking crisis.

While I panicked initially and made some terribly rash decisions, I started to continually repeat a Warren Buffett quote about investing in the market: "be fearful when others are greedy, and greedy when others are fearful."

So even though I was deep in investor fear as I closed accts and liquidated 10s of millions of dollars/day, I was able to shift my mindset to see the opportunities in the undervalued good companies people were selling. Essentially, it was a stock market fire sale and I was looking to buy the deals.

Taking action even when it was scary was the single best financial decision I ever made. Over time, my investments grew and that brought me financial security🕊 and ultimately, more FREEDOM! 💸

I share this because I want you to financially thrive and avoid your natural human instinct to panic when you look at your investment account(s). I know it feels scary but remember:

⏳TIME IN THE MARKET beats TIMING THE MARKET⏳

When you try to time getting in and out of the market at the "right" time you will likely miss the market's best days & earn less in returns than your friend who continues investing and STAYS THE COURSE.

The dream of achieving the freedom to live life on your own terms is so very possible for you, my friend!

For more golden nuggets like this, apply for Wealthy Within! https://www.lisaseery.com/wealthy-within

07/10/2020

I’m so happy to be featured on Deanna Ricciotti’s podcast, Her Soulful Success, talking about what I love most: women taking charge of their wealth!

In the episode, I touch on my corporate background, how I learned to invest, common misconceptions about investing, and the basics of developing a sustainable wealth plan. We also discuss mindset and how a lot of our limiting beliefs about money stem from childhood, which later affects how we manage our money as adults.

These are conversations I want women to be having all the time, so I am thrilled that Deanna leant me her platform to boost my message to a wider audience. Let’s stop ‘playing it safe’ and make money talk amongst women the norm.

You can listen to it here: https://www.listennotes.com/podcasts/her-soulful/hss11-its-not-a-mans-world-ureYv5VRCds/

Check it out and let me know what you think!

Lisa Seery, Investing + Wealth Coach

16/09/2021

02/07/2021

11/12/2020

02/12/2020

27/11/2020

18/11/2020

11/11/2020

04/11/2020

28/10/2020

20/10/2020

14/10/2020

07/10/2020

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