Show cover of Taking Stock with Lisa Brown

Taking Stock with Lisa Brown

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


Recession Ready Your Resume 22:25 07/05/2022
Financial Prowess for the LGBTQ Community 21:37 06/14/2022
The Tech Wreck and Stocks Today 30:39 05/18/2022
Should You Own Your Employer's Stock? 05:32 05/06/2022
The Perils of a Vacation Home 13:47 04/11/2022
ADHD and Working Professionals. It's Not Just Kids! 17:04 12/23/2021
Resigning and Hitting the Reset Button with Jenessa Broderick 21:57 11/23/2021
When It’s Just Not Fun Any More: A New Direction After a Corporate Career 17:04 10/18/2021
From Office to Awesome 19:51 08/27/2021
5 Questions to Ask Before Quitting Your Job 10:26 07/13/2021
How to Get Mom and Dad Prepared Before They Fall 20:50 06/04/2021
Going Global 22:15 03/29/2021
Tips for Filing Your 2020 Taxes 28:08 02/12/2021
Legal Documents for Young Kids 10:13 12/15/2020
Two Crazy Investment Mistakes People Are Making Right Now 17:36 10/30/2020
Is Now the Time to Dial Down Risk? 10:53 08/21/2020
Charitable Giving in Up and Down Markets 19:55 07/08/2020
Downsized During the Pandemic and Losing Your 6-Figure Job 24:41 06/29/2020
Can You Be Picky Before Accepting That New Job? 13:19 06/29/2020
7 Ways to Sabotage Your Financial Future 16:39 06/29/2020
The Real Estate Market Amidst the Pandemic 23:38 06/08/2020
Protecting Your Assets From Hackers 15:32 02/18/2020
5 Things Women Should Know About Divorce 17:48 01/27/2020
Getting Involved With Charity as a Working Executive 17:13 12/06/2019
Three Essential Money Tips for Executives 10:14 10/24/2019
My Smartest and Dumbest Money Decisions from 22 to 42 10:31 10/24/2019
Investing in Pot Stocks? 10:31 08/12/2019
Buying Your Dream Retirement Home 11:26 07/05/2019
What to do if You’re Losing Your Six-figure Job 24:59 06/06/2019
Shocked by your 2018 Tax Bill? 16:54 05/28/2019