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My Smartest and Dumbest Money Decisions from 22 to 42

Taking Stock with Lisa Brown

Release Date: 10/24/2019

Getting Involved With Charity as a Working Executive show art Getting Involved With Charity as a Working Executive

Taking Stock with Lisa Brown

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.

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Three Essential Money Tips for Executives show art Three Essential Money Tips for Executives

Taking Stock with Lisa Brown

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).

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My Smartest and Dumbest Money Decisions from 22 to 42 show art My Smartest and Dumbest Money Decisions from 22 to 42

Taking Stock with Lisa Brown

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

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Investing in Pot Stocks? show art Investing in Pot Stocks?

Taking Stock with Lisa Brown

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

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Buying Your Dream Retirement Home show art Buying Your Dream Retirement Home

Taking Stock with Lisa Brown

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.

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What to do if You’re Losing Your Six-figure Job show art What to do if You’re Losing Your Six-figure Job

Taking Stock with Lisa Brown

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.

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Shocked by your 2018 Tax Bill? show art Shocked by your 2018 Tax Bill?

Taking Stock with Lisa Brown

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.

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