Taking Stock with Lisa Brown
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About

Lisa Brown, CFP®, CIMA®, is a 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.

From Office to Awesome

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 e...
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Going Global

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" over...
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Tips for Filing Your 2020 Taxes

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...
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Legal Documents for Young Kids

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 j...
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Is Now the Time to Dial Down Risk?

The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP®...
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