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My Smartest and Dumbest Money Decisions from 22 to 42

Taking Stock with Lisa Brown

Release Date: 10/24/2019

How to Get Mom and Dad Prepared Before They Fall show art How to Get Mom and Dad Prepared Before They Fall

Taking Stock with Lisa Brown

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.

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Going Global show art Going Global

Taking Stock with Lisa Brown

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.

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  Tips for Filing Your 2020 Taxes show art Tips for Filing Your 2020 Taxes

Taking Stock with Lisa Brown

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.

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Legal Documents for Young Kids show art Legal Documents for Young Kids

Taking Stock with Lisa Brown

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.

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Two Crazy Investment Mistakes People Are Making Right Now show art Two Crazy Investment Mistakes People Are Making Right Now

Taking Stock with Lisa Brown

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.

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 Is Now the Time to Dial Down Risk?  show art Is Now the Time to Dial Down Risk?

Taking Stock with Lisa Brown

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.

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Charitable Giving in Up and Down Markets show art Charitable Giving in Up and Down Markets

Taking Stock with Lisa Brown

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.

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Downsized During the Pandemic and Losing Your 6-Figure Job show art Downsized During the Pandemic and Losing Your 6-Figure Job

Taking Stock with Lisa Brown

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.

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Can You Be Picky Before Accepting That New Job? show art Can You Be Picky Before Accepting That New Job?

Taking Stock with Lisa Brown

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.

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7 Ways to Sabotage Your Financial Future show art 7 Ways to Sabotage Your Financial Future

Taking Stock with Lisa Brown

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.

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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.