Skip to content

Education

Lisa Brown, CFP®, CIMA® Sep 2, 2022 3:48:00 PM < 1 min read

Taking Stock: Getting Your Retirement Number Right

Episode # 31 Getting Your Retirement Number Right She grew up on a tobacco farm and ...
Start Reading
Lisa Brown, CFP®, CIMA® Jul 20, 2022 1:23:21 PM < 1 min read

Taking Stock: Recession Ready Your Resume

Episode # 30 Recession Ready Your Resume The recession is coming if it’s not already ...
Start Reading
Lisa Brown, CFP®, CIMA® Jun 27, 2022 4:18:11 PM < 1 min read

Taking Stock: Financial Prowess for the LGBTQ Community

Episode # 29 Financial Prowess for the LGBTQ Community Financial experts Lisa Neira and ...
Start Reading
Lisa Brown, CFP®, CIMA® May 18, 2022 3:44:27 PM < 1 min read

Taking Stock: The Tech Wreck and Stocks Today

The Bright Ideas Podcast with CI Brightworth Episode # 28 Taking Stock with Lisa Brown: ...
Start Reading
Lisa Brown, CFP®, CIMA® May 8, 2022 11:00:00 AM < 1 min read

Taking Stock: Should you own your employer's stock?

The Bright Ideas Podcast with CI Brightworth Episode #27 Taking Stock with Lisa Brown: ...
Start Reading
Lisa Brown, CFP®, CIMA® Apr 11, 2022 4:24:19 PM < 1 min read

Taking Stock: The Perils of a Vacation Home

Episode #26 The Perils of a Vacation Home You've imagined the views, the peace and quiet, ...
Start Reading
Charlie Jordan, CPA, CFP®, CeFT® Mar 24, 2022 4:30:00 PM < 1 min read

Retiring Well: Taxes in Retirement (No, they don't go away)

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to ...
Start Reading
Charlie Jordan, CPA, CFP®, CeFT® Mar 23, 2022 3:24:00 PM < 1 min read

Retiring Well: The Retiring Well Framework

Bright Ideas with CI Brightworth presents: The Retiring Well Podcast with Charlie Jordan ...
Start Reading
Lisa Brown, CFP®, CIMA® Mar 8, 2022 11:24:52 AM < 1 min read

Are Company Insurance Plans a Good Deal?

Open enrollment is still months away, but now is the time to evaluate if you have the ...
Start Reading
Lisa Brown, CFP®, CIMA® Jan 24, 2022 5:23:17 PM < 1 min read

Estate Planning for Busy Executives

The financial experts at Brightworth share helpful insights for working professionals who ...
Start Reading