34 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

Taking Stock with Lisa Brown Lisa Brown

    • Business
    • 5.0 • 4 Ratings

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

    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.

    • 18 min
    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.

    • 14 min
    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.

    • 22 min
    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.

    • 21 min
    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.

    • 30 min
    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.

    • 5 min

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4 Ratings

4 Ratings