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Tips for Filing Your 2020 Taxes

Taking Stock with Lisa Brown

Release Date: 02/12/2021

Recession Ready Your Resume show art 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 show art 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 show art 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? show art 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 show art 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 show art 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) show art 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! show art 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 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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More Episodes

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.