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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 C... more
FAQs about Taking Stock with Lisa Brown:How many episodes does Taking Stock with Lisa Brown have?The podcast currently has 36 episodes available.
March 23, 2022Taxes 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...more21minPlay
December 23, 2021ADHD 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....more18minPlay
November 23, 2021Resigning and Hitting the Reset Button with Jenessa BroderickIt 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....more22minPlay
October 18, 2021When It’s Just Not Fun Any More: A New Direction After a Corporate CareerWhen 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....more18minPlay
August 27, 2021From Office to AwesomeYou'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....more20minPlay
July 13, 20215 Questions to Ask Before Quitting Your JobIt’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....more11minPlay
June 04, 2021How to Get Mom and Dad Prepared Before They FallA 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....more21minPlay
March 29, 2021Going GlobalAn 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....more23minPlay
February 12, 2021Tips 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....more29minPlay
December 15, 2020Legal Documents for Young KidsYou 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....more11minPlay
FAQs about Taking Stock with Lisa Brown:How many episodes does Taking Stock with Lisa Brown have?The podcast currently has 36 episodes available.