Taking Stock with Lisa Brown

Lisa Brown

No matter where you are in your financial life, you face decisions and want expert guidance. How should you save, invest, and plan for the future you want? Lisa Brown, a leading wealth advisor with CI Brightworth, brings together financial advisors, executives, business owners, life coaches, and others to discuss and share experiences and ideas. Together, these experts can empower you to focus on what matters most. Learn more at brightworth.com read less

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Teens and Money - Spending It, Saving It, Investing It

Teens and Money - Spending It, Saving It, Investing It

What do my kids need to know about money? It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money. The way they spend their money, save and invest it are lessons that adults can benefit from too! In this episode I give advice to these teens about handling their finances, and how parents can share these messages with their teenagers to set them up for a lifetime of financial success. To learn more about making wise decisions with your money and professional life, contact cpe@brightworth.com. Our wealth advisors provide complimentary confidential consultations. Please follow this podcast to hear timely advice for working professionals. You're busy, we get it. Each episode runs less than 30 minutes!

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Teens and Money - Spending It, Saving It, Investing It

Teens and Money - Spending It, Saving It, Investing It

What do my kids need to know about money? It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money. The way they spend their money, save and invest it are lessons that adults can benefit from too! In this episode I give advice to these teens about handling their finances, and how parents can share these messages with their teenagers to set them up for a lifetime of financial success. To learn more about making wise decisions with your money and professional life, contact cpe@brightworth.com. Our wealth advisors provide complimentary confidential consultations. Please follow this podcast to hear timely advice for working professionals. You're busy, we get it. Each episode runs less than 30 minutes!

Is it Risky Serving on a Board?

Is it Risky Serving on a Board?

You invest your time to serve on a board, because you want to do good. However, could your money be at risk if something goes wrong and you are held liable? Hear from risk management expert Carla Curry about when the unexpected happened, and board members found themselves in a sticky situation. Learn how to protect yourself before agreeing to serve on a board.

401(k) Moves During a Recession

401(k) Moves During a Recession

Yes! A recession can be good news for 401(k) investors! Even if the headlines about the economy or stock market appear grim, it can be one of the most strategic times to sock away money for retirement. But you need to be invested correctly, and importantly, avoid making "the big mistake." Listen to my guest Nick Fazio for more 401(k) moves investors should consider during a recession.

Getting Your Retirement Number Right

Getting Your Retirement Number Right

She grew up on a tobacco farm and smoked every day of her adult life. She outlived her life expectancy by 30 years, but didn't run out of money. This woman got her retirement number right. Hear from finance expert Wesley Wood on calculating how much you can spend in retirement and remain financially secure, just like his great-grandmother.

Recession Ready Your Resume

Recession Ready Your Resume

The recession is coming if it’s not already here, and we want you to be prepared. In this episode, Brian McNeill of Challenger Gray and Christmas and I share tips to get your professional affairs in order, and how a layoff can impact your personal finances. Turn unpleasant news into real opportunities for your future by listening in.

Financial Prowess for the LGBTQ Community

Financial Prowess for the LGBTQ Community

Financial experts Lisa Neira and Barbara Bilello have tremendous personal experiences to share – not only about money, but about navigating the stereotypes that can exist within the LGBTQ community. In light of recent proposed legislation, hear the important tips to protect yourself financially from starting a family to making sure your family won't interfere with your estate plan.

The Tech Wreck and Stocks Today

The Tech Wreck and Stocks Today

Stocks are down, inflation is up, the housing market is still on fire. And, we've now got The Tech Wreck happening with many tech stocks down significantly since 2022 began. Where should investors turn now? Hear insights to help put your portfolio in perspective.

Should You Own Your Employer's Stock?

Should You Own Your Employer's Stock?

Private equity firms are getting into the business of issuing stock to employees. Is this a good deal for people? Lessons learned from 100 years ago present warning signs that anyone receiving stock from their employer - public or private - need to be aware of. Lisa shares these lessons and her perspectives in this episode.

The Perils of a Vacation Home

The Perils of a Vacation Home

You've imagined the views, the peace and quiet, the family visiting. But have you imagined the downsides, including insurance of a vacation home? LaTanya Simmons, VP, Private Risk Advisor at Aon Private Risk Management joins Lisa to share some things to keep in mind. Don't give up on your vacation home dreams, but do dream wisely!

The Retiring Well Framework

The Retiring Well Framework

On today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well!

Taxes in Retirement (No, they don't go away)

Taxes in Retirement (No, they don't go away)

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: Those retiring within the next year Those who retired with the last year Those who have been fully retired for over a year To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell

ADHD and Working Professionals. It's Not Just Kids!

ADHD and Working Professionals. It's Not Just Kids!

People often associate ADHD with boys who "act up" in class, but in reality, it affects adults, not just kids, and women, not just boys. Lisa talks with Donae Cannon, ADHD coach at Clarity Coaching, about the signs of ADHD and some steps that you, a colleague, or a loved one can take to manage the condition.

Resigning and Hitting the Reset Button with Jenessa Broderick

Resigning and Hitting the Reset Button with Jenessa Broderick

It might look to others like you have it all. But someday you probably will know when it's time to hit the reset button on your career. Jenessa Broderick stepped out of the career track in corporate America, and shares her experience in a Taking Stock episode you will want to share with someone you know.

When It’s Just Not Fun Any More: A New Direction After a Corporate Career

When It’s Just Not Fun Any More: A New Direction After a Corporate Career

When your job is no longer the right fit, perhaps it’s time to accept that it’s time to change direction. Shari Martin, President and CEO of Cobb Community Foundation, shares her own story of going from business success to a new and more rewarding success.

From Office to Awesome

From Office to Awesome

You've probably dreamed of it, but then there's the reality. What happens when you make the leap from a secure job in corporate America to become an entrepreneur? Tara Ghei, founder of Atlanta start-up Romp + Tumble, joins Lisa for a discussion you won't want to miss.

5 Questions to Ask Before Quitting Your Job

5 Questions to Ask Before Quitting Your Job

It’s been called The Great Resignation, but whatever the name, people are reconsidering their jobs in record numbers. Before you make a jump though, are you asking the right questions? Wealth Advisor Tom Presley joins me to look at what you should look at… before you leap.

How to Get Mom and Dad Prepared Before They Fall

How to Get Mom and Dad Prepared Before They Fall

A bad fall at an advanced age can change everything. And by the time it happens, you may be scrambling to understand your elder relative's financial situation and plan next steps. Lisa is joined by Dana B. Perry, an attorney specializing in elder law and estate planning with Chambliss, Bahner & Stophel P.C. to look at a challenge most of us will eventually face.

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

Tips for Filing Your 2020 Taxes

Tips for Filing Your 2020 Taxes

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

Legal Documents for Young Kids

Legal Documents for Young Kids

You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong? Lisa is joined by Mark D. Brandenburg of The Brandenburg Estate Planning Law Firm to discuss some simple steps you can take to be prepared.