Lisa Brown, CFP®, CIMA®, serves as Partner in Charge, Corporate Professionals & Executives, and as Partner and Wealth Advisor at Brightworth. In this podcast, Lisa shares best practices for wisely managing your money. From making smart tax decisions to savings, her practical experience as an advisor can help you face your financial future with confidence.
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
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.
Going Global: Are international work assignments still a good move?
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
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
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.
Two Crazy Investment Mistakes People Are Making Right Now
Your 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.