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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.
October 30, 2020Two Crazy Investment Mistakes People Are Making Right NowYour financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you. Lisa talks with Jeff Harrell, CFA, who is Director of Portfolio Management at McGill Advisors, a division of Brightworth, about common mistakes people make....more18minPlay
August 21, 2020Is Now the Time to Dial Down Risk?The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP® about finding your individual "sweet spot" that balances return and risk....more11minPlay
July 08, 2020Charitable Giving in Up and Down MarketsIf you'd like to make a sizable donation to a charity or charities, that's great. But did you know that there are smart ways to do it that maximize the benefit to both the charity and yourself? Lisa is joined by Wealth Advisor Chase Mouchet to look at ways to make the most of your giving....more20minPlay
June 29, 2020Downsized During the Pandemic and Losing Your 6-Figure JobIf you have lost, or think you may lose your job, you're not alone. What are some of your next steps to make the best of a difficult time? James Swartz, Managing Partner, Tatum, and Brian McNeill, Senior VP, Challenger, Gray & Christmas join Lisa to discuss....more25minPlay
June 29, 2020Can You Be Picky Before Accepting That New Job?Amid economic uncertainty, you might feel you need to take any job that comes along. But is that really in your best interest? Lisa discusses the best way to consider that new job with Patricia D. Sklar, CPA, CFA, CFP®, a Wealth Advisor at Brightworth....more14minPlay
June 29, 20207 Ways to Sabotage Your Financial FutureWhy would anyone sabotage their own future? It’s not typically a conscious decision, but the product of focusing on short-term gains instead of long-term results. Lisa talks with Josh Monroe, an Associate Wealth Advisor at Brightworth, on the top money mistakes people make - and how to avoid them....more17minPlay
June 08, 2020The Real Estate Market Amidst the PandemicToday Lisa is joined by Evia Golde, Attorney and Realtor® , and Katina Asbell, Associate Broker and Luxury Realtor®, both from Real Living Capital City. They discuss the impact of the coronavirus pandemic on the real estate market, and what they share just may surprise you....more24minPlay
February 18, 2020Protecting Your Assets From HackersWe all read the headlines about data breaches and hackers, but what does it mean, and what can we do to protect ourselves? Lisa talks with Geoff Bernard, Brightworth Senior Systems Analyst, about current dangers, mistakes he's witnessed, and steps to make yourself less vulnerable....more16minPlay
January 27, 20205 Things Women Should Know About DivorceWhile no one gets married expecting to one day get divorced, if a marriage ends, women especially need to be financially prepared. Lisa talks with family law expert Melody Richardson, Managing Member of Richardson Bloom & Lines LLC, about five things women need to know....more18minPlay
December 06, 2019Getting Involved With Charity as a Working ExecutiveWhat are some ways you can get involved in charitable giving while maintaining a busy work and home schedule? Lisa talks with Harrison Miller, CAP®, Vice President, Charitable Planning Consultant at Fidelity Charitable and Marissa Greider, Senior Director of Major and Planned Gifts at Atlanta Ronald McDonald House Charities....more18minPlay
FAQs about Taking Stock with Lisa Brown:How many episodes does Taking Stock with Lisa Brown have?The podcast currently has 36 episodes available.