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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 ...
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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: ...
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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: ...
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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, ...
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Lisa Brown, CFP®, CIMA® Jan 10, 2022 4:56:18 PM < 1 min read

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 ...
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Lisa Brown, CFP®, CIMA® Nov 29, 2021 11:51:58 AM < 1 min read

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 ...
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Lisa Brown, CFP®, CIMA® Oct 18, 2021 3:04:00 PM < 1 min read

Taking Stock: When It’s Just Not Fun Any More: A New Direction After a Corporate Career

Episode #23: When It’s Just Not Fun Any More: A New Direction After a Corporate Career ...
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Lisa Brown, CFP®, CIMA® Sep 12, 2021 4:54:00 PM < 1 min read

Taking Stock: From Office to Awesome

Episode #22: From Office to Awesome You've probably dreamed of it, but then there's the ...
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Lisa Brown, CFP®, CIMA® Jul 13, 2021 5:29:00 PM < 1 min read

Taking stock: 5 Questions to Ask Before Quitting Your Job

Episode #21: 5 Questions to Ask Before Quitting Your Job
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Lisa Brown, CFP®, CIMA® Jun 4, 2021 5:34:00 PM 1 min read

Taking Stock: How to Get Mom and Dad Prepared Before They Fall

Episode 20: How to Get Mom and Dad Prepared Before They Fall In this episode, Lisa is ...
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