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Getting Involved With Charity as a Working Executive

Taking Stock with Lisa Brown

Release Date: 12/06/2019

Resigning and Hitting the Reset Button with Jenessa Broderick show art Resigning and Hitting the Reset Button with Jenessa Broderick

Taking Stock with Lisa Brown

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.

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When It’s Just Not Fun Any More: A New Direction After a Corporate Career  show art When It’s Just Not Fun Any More: A New Direction After a Corporate Career

Taking Stock with Lisa Brown

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.

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From Office to Awesome show art From Office to Awesome

Taking Stock with Lisa Brown

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.

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5 Questions to Ask Before Quitting Your Job show art 5 Questions to Ask Before Quitting Your Job

Taking Stock with Lisa Brown

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.

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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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More Episodes

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.