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Aug 21, 2020

The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP® about finding your individual "sweet spot" that balances return and risk.

Jul 8, 2020

If you'd like to make a sizable donation to a charity or charities, that's great. But did you know that there are smart ways to do it that maximize the benefit to both the charity and yourself? Lisa is joined by Wealth Advisor Chase Mouchet to look at ways to make the most of your giving.

Jun 29, 2020

If you have lost, or think you may lose your job, you're not alone. What are some of your next steps to make the best of a difficult time? James Swartz, Managing Partner, Tatum, and Brian McNeill, Senior VP, Challenger, Gray & Christmas join Lisa to discuss.

Jun 29, 2020

Amid economic uncertainty, you might feel you need to take any job that comes along. But is that really in your best interest? Lisa discusses the best way to consider that new job with Patricia D. Sklar, CPA, CFA, CFP®, a Wealth Advisor at Brightworth.

Jun 29, 2020

Why would anyone sabotage their own future? It’s not typically a conscious decision, but the product of focusing on short-term gains instead of long-term results. Lisa talks with Josh Monroe, an Associate Wealth Advisor at Brightworth, on the top money mistakes people make - and how to avoid them.