Taking Stock: The Tech Wreck and Stocks Today
The Bright Ideas Podcast with CI Brightworth Episode # 28 Taking Stock with Lisa Brown: ...
Taking Stock: Should you own your employer's stock?
The Bright Ideas Podcast with CI Brightworth Episode #27 Taking Stock with Lisa Brown: ...
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, ...
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 ...
Retiring Well: The Retiring Well Framework
Bright Ideas with CI Brightworth presents: The Retiring Well Podcast with Charlie Jordan ...
Are Company Insurance Plans a Good Deal?
Open enrollment is still months away, but now is the time to evaluate if you have the ...
Estate Planning for Busy Executives
The financial experts at Brightworth share helpful insights for working professionals who ...
Taking Stock: ADHD and Working Professionals. It's Not Just Kids!
Episode #25 ADHD and Working Professionals. It's Not Just Kids! People often associate ...
5 Last-Minute Financial Moves For Working Professionals
The year is coming to a close, but before you turn on your Out of Office reply, make sure ...
Taking Stock: Resigning and Hitting the Reset Button with Jenessa Broderick
Episode #24: Resigning and Hitting the Reset Button with Jenessa Broderick It might look ...