• Taking Stock with Lisa Brown

  • 著者： Lisa Brown
  • ポッドキャスト

Taking Stock with Lisa Brown

著者： Lisa Brown
無料で聴く

  • サマリー

  • No matter where you are in your financial life, you face decisions and want expert guidance. How should you save, invest, and plan for the future you want? Lisa Brown, a leading wealth advisor with CI Brightworth, brings together financial advisors, executives, business owners, life coaches, and others to discuss and share experiences and ideas. Together, these experts can empower you to focus on what matters most. Learn more at brightworth.com
    ©2022 Brightworth, LLC
    続きを読む 一部表示

あらすじ・解説

No matter where you are in your financial life, you face decisions and want expert guidance. How should you save, invest, and plan for the future you want? Lisa Brown, a leading wealth advisor with CI Brightworth, brings together financial advisors, executives, business owners, life coaches, and others to discuss and share experiences and ideas. Together, these experts can empower you to focus on what matters most. Learn more at brightworth.com
©2022 Brightworth, LLC
個人ファイナンス 経済学
続きを読む 一部表示
エピソード
  • Teens and Money - Spending It, Saving It, Investing It

    Teens and Money - Spending It, Saving It, Investing It
    2022/12/07

    What do my kids need to know about money?  It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money.  The way they spend their money, save and invest it are lessons that adults can benefit from too!  In this episode I give advice to these teens about handling their finances, and how parents can share these messages with their teenagers to set them up for a lifetime of financial success.

    To learn more about making wise decisions with your money and professional life, contact cpe@brightworth.com.  Our wealth advisors provide complimentary confidential consultations.

    Please follow this podcast to hear timely advice for working professionals.  You're busy, we get it.  Each episode runs less than 30 minutes!

     
    続きを読む 一部表示
    20 分
  • Is it Risky Serving on a Board?

    Is it Risky Serving on a Board?
    2022/10/13
    You invest your time to serve on a board, because you want to do good. However, could your money be at risk if something goes wrong and you are held liable? Hear from risk management expert Carla Curry about when the unexpected happened, and board members found themselves in a sticky situation. Learn how to protect yourself before agreeing to serve on a board.
    続きを読む 一部表示
    10 分
  • 401(k) Moves During a Recession

    401(k) Moves During a Recession
    2022/09/07

    Yes! A recession can be good news for 401(k) investors!  Even if the headlines about the economy or stock market appear grim, it can be one of the most strategic times to sock away money for retirement.  But you need to be invested correctly, and importantly, avoid making "the big mistake."  Listen to my guest Nick Fazio for more 401(k) moves investors should consider during a recession.
    続きを読む 一部表示
    18 分

Taking Stock with Lisa Brownに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。