• Taking Stock with Lisa Brown

  • By: Lisa Brown
  • Podcast

Taking Stock with Lisa Brown

By: Lisa Brown
Listen for free

  • Summary

  • 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
    ©2022 Brightworth, LLC
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Economics Personal Finance
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Episodes
  • Teens and Money - Spending It, Saving It, Investing It

    Teens and Money - Spending It, Saving It, Investing It
    Dec 7 2022

    What do my kids need to know about money?  It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money.  The way they spend their money, save and invest it are lessons that adults can benefit from too!  In this episode I give advice to these teens about handling their finances, and how parents can share these messages with their teenagers to set them up for a lifetime of financial success.

    To learn more about making wise decisions with your money and professional life, contact cpe@brightworth.com.  Our wealth advisors provide complimentary confidential consultations.

    Please follow this podcast to hear timely advice for working professionals.  You're busy, we get it.  Each episode runs less than 30 minutes!

     
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    20 mins
  • Is it Risky Serving on a Board?

    Is it Risky Serving on a Board?
    Oct 13 2022
    You invest your time to serve on a board, because you want to do good. However, could your money be at risk if something goes wrong and you are held liable? Hear from risk management expert Carla Curry about when the unexpected happened, and board members found themselves in a sticky situation. Learn how to protect yourself before agreeing to serve on a board.
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    10 mins
  • 401(k) Moves During a Recession

    401(k) Moves During a Recession
    Sep 7 2022

    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.
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    18 mins

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