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Taking Stock with Lisa Brown

Lisa Brown, CFP®, CIMA®, serves as Partner in Charge, Corporate Professionals & Executives, and as Partner and Wealth Advisor at Brightworth. In this podcast, Lisa shares best practices for wisely managing your money. From making smart tax decisions to savings, her practical experience as an advisor can help you face your financial future with confidence.

info_outline Is Now the Time to Dial Down Risk? 08/21/2020
info_outline Charitable Giving in Up and Down Markets 07/08/2020
info_outline Downsized During the Pandemic and Losing Your 6-Figure Job 06/29/2020
info_outline Can You Be Picky Before Accepting That New Job? 06/29/2020
info_outline 7 Ways to Sabotage Your Financial Future 06/29/2020
info_outline The Real Estate Market Amidst the Pandemic 06/08/2020
info_outline Protecting Your Assets From Hackers 02/18/2020
info_outline 5 Things Women Should Know About Divorce 01/27/2020
info_outline Getting Involved With Charity as a Working Executive 12/06/2019
info_outline Three Essential Money Tips for Executives 10/24/2019
info_outline My Smartest and Dumbest Money Decisions from 22 to 42 10/24/2019
info_outline Investing in Pot Stocks? 08/12/2019
info_outline Buying Your Dream Retirement Home 07/05/2019
info_outline What to do if You’re Losing Your Six-figure Job 06/06/2019
info_outline Shocked by your 2018 Tax Bill? 05/28/2019
 
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