Taking Stock with Lisa Brown

Taking Stock with Lisa Brown

18 episodes

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

Podcasts

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

Published: Dec. 7, 2022, 1:47 a.m.
Duration: 19 minutes 57 seconds

Listed in: Business

Is it Risky Serving on a Board?

Published: Oct. 13, 2022, 7:49 p.m.
Duration: 10 minutes 24 seconds

Listed in: Business

401(k) Moves During a Recession

Published: Sept. 7, 2022, 12:31 p.m.
Duration: 18 minutes 2 seconds

Listed in: Business

Getting Your Retirement Number Right

Published: Aug. 22, 2022, 1:03 p.m.
Duration: 14 minutes 15 seconds

Listed in: Business

Recession Ready Your Resume

Published: July 5, 2022, 6:42 p.m.
Duration: 22 minutes 25 seconds

Listed in: Business

Financial Prowess for the LGBTQ Community

Published: June 14, 2022, 5:46 p.m.
Duration: 21 minutes 37 seconds

Listed in: Business

The Tech Wreck and Stocks Today

Published: May 18, 2022, 4:45 p.m.
Duration: 30 minutes 39 seconds

Listed in: Business

Should You Own Your Employer's Stock?

Published: May 6, 2022, 2:11 p.m.
Duration: 5 minutes 32 seconds

Listed in: Business

The Perils of a Vacation Home

Published: April 11, 2022, 7:54 p.m.
Duration: 13 minutes 47 seconds

Listed in: Business

The Retiring Well Framework

Published: March 23, 2022, 7:11 p.m.
Duration: 18 minutes 54 seconds

Listed in: Business

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

Published: March 23, 2022, 3:16 p.m.
Duration: 20 minutes 34 seconds

Listed in: Business

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

Published: Dec. 23, 2021, 3:42 p.m.
Duration: 17 minutes 4 seconds

Listed in: Business

Resigning and Hitting the Reset Button with Jenessa Broderick

Published: Nov. 23, 2021, 3:04 p.m.
Duration: 21 minutes 57 seconds

Listed in: Business

When Its Just Not Fun Any More: A New Direction After a Corporate Career

Published: Oct. 18, 2021, 5:30 p.m.
Duration: 17 minutes 4 seconds

Listed in: Business

From Office to Awesome

Published: Aug. 27, 2021, 2:01 p.m.
Duration: 19 minutes 51 seconds

Listed in: Business

5 Questions to Ask Before Quitting Your Job

Published: July 13, 2021, 4:56 p.m.
Duration: 10 minutes 26 seconds

Listed in: Business

How to Get Mom and Dad Prepared Before They Fall

Published: June 4, 2021, 1:13 p.m.
Duration: 20 minutes 50 seconds

Listed in: Business

Going Global

Published: March 29, 2021, 4:29 p.m.
Duration: 22 minutes 15 seconds

Listed in: Business

Tips for Filing Your 2020 Taxes

Published: Feb. 12, 2021, 4:28 p.m.
Duration: 28 minutes 8 seconds

Listed in: Business

Legal Documents for Young Kids

Published: Dec. 15, 2020, 8:06 p.m.
Duration: 10 minutes 13 seconds

Listed in: Business

Two Crazy Investment Mistakes People Are Making Right Now

Published: Oct. 30, 2020, 7:01 p.m.
Duration: 17 minutes 36 seconds

Listed in: Business

Is Now the Time to Dial Down Risk?

Published: Aug. 21, 2020, 7:42 p.m.
Duration: 10 minutes 53 seconds

Listed in: Business

Charitable Giving in Up and Down Markets

Published: July 8, 2020, 5:19 p.m.
Duration: 19 minutes 55 seconds

Listed in: Business

Downsized During the Pandemic and Losing Your 6-Figure Job

Published: June 29, 2020, 6:33 p.m.
Duration: 24 minutes 41 seconds

Listed in: Business

Can You Be Picky Before Accepting That New Job?

Published: June 29, 2020, 6:28 p.m.
Duration: 13 minutes 19 seconds

Listed in: Business

7 Ways to Sabotage Your Financial Future

Published: June 29, 2020, 6:22 p.m.
Duration: 16 minutes 39 seconds

Listed in: Business

The Real Estate Market Amidst the Pandemic

Published: June 8, 2020, 12:16 p.m.
Duration: 23 minutes 38 seconds

Listed in: Business

Protecting Your Assets From Hackers

Published: Feb. 18, 2020, 1:36 p.m.
Duration: 15 minutes 32 seconds

Listed in: Business

5 Things Women Should Know About Divorce

Published: Jan. 27, 2020, 9:18 p.m.
Duration: 17 minutes 48 seconds

Listed in: Business

Getting Involved With Charity as a Working Executive

Published: Dec. 6, 2019, 6:04 p.m.
Duration: 17 minutes 13 seconds

Listed in: Business

Three Essential Money Tips for Executives

Published: Oct. 24, 2019, 6:57 p.m.
Duration: 10 minutes 14 seconds

Listed in: Business

My Smartest and Dumbest Money Decisions from 22 to 42

Published: Oct. 24, 2019, 6:48 p.m.
Duration: 10 minutes 31 seconds

Listed in: Business

Investing in Pot Stocks?

Published: Aug. 12, 2019, 2:40 p.m.
Duration: 10 minutes 31 seconds

Listed in: Business

Buying Your Dream Retirement Home

Published: July 5, 2019, 4:39 p.m.
Duration: 11 minutes 26 seconds

Listed in: Business

What to do if Youre Losing Your Six-figure Job

Published: June 6, 2019, 1:34 p.m.
Duration: 24 minutes 59 seconds

Listed in: Business

Shocked by your 2018 Tax Bill?

Published: May 28, 2019, 5:23 p.m.
Duration: 16 minutes 54 seconds

Listed in: Business