Taking Stock with Lisa Brown

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!  

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.

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.

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 grandmother.

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.

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.

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.

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.

You've imagined the views, the peace and quiet, the family visiting. But have you imagined the downsides, including insurance of a vacation home? LaTanya Simmons, VP, Private Risk Advisor at Aon Private Risk Management joins Lisa to share some things to keep in mind. Don't give up on your vacation home dreams, but do dream wisely!

On today's episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well! 

  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

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.

It 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.

When 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.

You'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.

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.

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.

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.

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.

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.

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.

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.

If 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.

If 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.

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.

Why 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.

Today 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.

We 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.

While 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.

What 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.

Corporate executives are always on the go. But have you stopped to think about where your money is going? Lisa shares three essential tips to help you (and they're not hard to remember).

Managing your money properly seems obvious... or does it? Lisa shares some painful lessons and some smart moves from her own life.

Everyone's asking about investing in legal cannabis. But are growers growing shareholder value? Lisa Brown and John Darby discuss.

Brightworth’s Lisa Brown shares why the wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.

Losing your 6-figure job? Executives navigating layoffs and buyouts have some critical decisions to make. Lisa Brown, partner and wealth advisor at Brightworth, talks about some important steps to consider.

Many people are still in shock after filing their 2018 federal and state income taxes. Because the new federal tax law — the 2017 Tax Cuts and Jobs Act — reduced marginal tax rates, many people expected a refund would be coming their way. But for some high-income households, that turned out not be the case.