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    Government

    Money Sense

    Money Sense is your trusted guide to building true wealth—beyond just money. Hosted by Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group (EIG), this weekly podcast helps you make confident decisions about your finances, health, and legacy.

    For over 35 years, Karen and the EIG Wealth Advisors have combined financial planning expertise with insights from economists, attorneys, authors, tax professionals, and other thought leaders. Each episode explores how to align your money with your values, create a life you love, and leave a lasting impact.

    Whether you’re planning for retirement, navigating taxes, or simply looking for financial clarity, Money Sense delivers practical strategies and inspiring conversations to help you live with purpose.

    New episodes every Tuesday. Subscribe now and start building wealth that makes sense—for your life and your legacy.

    Advertise

    Copyright: Copyright © Ellenbecker

    • Apple Podcasts
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    Latest Episodes:
    Estate Planning Dec 07, 2024
    Show notes

    Join Heather Deaton, EIG Wealth Advisor, as she talks with Phil Remmers, Attorney at Cramer Multhauf LLP, about the importance of having a customized estate plan to protect your legacy.


    Charitable Giving Nov 24, 2024
    Show notes

    Jill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations.


    Holiday Scams Nov 23, 2024
    Show notes

    Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business Services, about the latest cybersecurity threats and holiday scams and how to avoid falling victim to one of these attacks.


    Pushing To The Front Nov 10, 2024
    Show notes

    Kristina Schnuckel, EIG Wealth Advisor & Director of Client Experience, sits down with Melissa Whitaker, Author, CEO & Founder of Melissa Whitaker International, to discuss how to position your company to become unstoppable.


    Guidance Through a Dementia Diagnosis Oct 27, 2024
    Show notes

    Tammy Niemann, EIG Wealth Advisor, sits down with Dr. Macie Smith, Author & Licensed Social Worker, and Jenny Wagner, Elder Care Consultant & Co-Owner of Vesta Senior Network to discuss supportive options for families caring for a loved one with dementia.


    Insurance Oct 26, 2024
    Show notes

    Join Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at Robertson Ryan Insurance about property & casualty insurance.


    Risk & Return Oct 13, 2024
    Show notes

    Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter.


    How to Not Ruin Your Kids with Money Oct 12, 2024
    Show notes

    Heather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude.


    Tax Talk Election Edition Sep 29, 2024
    Show notes

    Join the EIG tax team as they explore tax proposals for each presidential candidate while embracing an eventual sunset of current tax law as we know it.


    Medicare - 2024 Sep 15, 2024
    Show notes

    Join Jean Range, Senior Wealth Advisor at EIG, as she talks with Jim Larson, licensed insurance agent & producer at HealthMarkets, about how to make informed decisions regarding your healthcare coverage.


    Previous 1 7 8 9 10 11 41 Next

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