Money Sense

Latest Episodes:

3-16-19 - Rich Polimeni - Saving for College May 21, 2019

Show notes

EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

3-3-19 - Wendy Baumann - WWBIC - Women in Business May 21, 2019

Show notes

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary Officer of WWBIC.

3-2-19 - Meghan Davis - Social Aspects of Senior Living May 21, 2019

Show notes

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about the social side of senior living and why it is important for your health as you age.

2-23-19 - Terry Pavlic - Recession Risks May 21, 2019

Show notes

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor,talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.

2-2-19 - Susan Hansen - Collaborative Divorce May 21, 2019

Show notes

Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation.

1-27-19 - Adela Schicker and Petr Ludwig - The End of Procrastination May 21, 2019

Show notes

Jean Range, CFP®, EIG Senior Wealth Advisor,talks with Adela Schicker and Petr Ludwig, co-authors of "The End of Procrastination" about how to be more motivated and efficient. Learn the science behind why people procrastinate and how to train your brain to strengthen your willpower.

1-26-19 - Kristin Settle and Claire Koenig - Visit Milwaukee May 21, 2019

Show notes

Jean Range, CFP®, EIG Senior Wealth Advisor,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips, what upcoming events are happening and the importance of supporting local businesses.

12-30-18 - Mike Roth - Economic Update May 21, 2019

Show notes

12-23-18 - John O McManus - Dangers and Opportunities for Seniors May 21, 2019

Show notes

12-16-18 - Weston Wellington - Investing in Uncertain Times May 21, 2019

Show notes