Two Crazy Investment Mistakes People Are Making Right Now
Release Date: 10/30/2020
Recession Ready Your Resume
Taking Stock with Lisa Brown
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.
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Financial Prowess for the LGBTQ Community
Taking Stock with Lisa Brown
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.
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The Tech Wreck and Stocks Today
Taking Stock with Lisa Brown
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.
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Should You Own Your Employer's Stock?
Taking Stock with Lisa Brown
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.
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The Perils of a Vacation Home
Taking Stock with Lisa Brown
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!
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The Retiring Well Framework
Taking Stock with Lisa Brown
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!
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Taxes in Retirement (No, they don't go away)
Taking Stock with Lisa Brown
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
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ADHD and Working Professionals. It's Not Just Kids!
Taking Stock with Lisa Brown
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.
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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
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.
info_outlineYour 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.