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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

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    Latest Episodes:
    Civil Discourse with Milan Kordestani Aug 06, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make us better communicators. Milan shares practical advice on navigating challenging conversations and strategies to build and maintain respect.


    Active Listening with Adi Segal Aug 05, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in the workplace as he seeks to tackle loneliness and create a world where everyone feels they belong and are valued, through Active Listening as a Service (ALaaS).


    Market Update with Dick Schiller Jul 23, 2023
    Show notes

    Join Jamie Williams, EIG Wealth Advisor and his guest Dick Schiller, Portfolio Manager & Wealth Advisor at Pavlic Investment Advisors, Inc., as they discuss the first half of 2023 and themes for the remainder of the year. They'll review areas of the market with an emphasis on the current interest rate environment, market cycles and additional planning considerations for your portfolio.


    Chronic Pain Management with Serita Valmond Jul 22, 2023
    Show notes

    Heather Deaton, EIG Wealth Advisor, sits down with Serita Valmond, Chronic Pain Coach and Wellness Consultant to talk about the importance of advocacy, coaching and support for those with chronic illness, ongoing pain and health conditions while navigating diagnoses and treatments.


    Reading for Our Lives with Maya Payne Smart Jul 09, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.


    The Belonging Project with Jennifer Bartolotta Jul 08, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.


    Visit Milwaukee with Claire Koenig Jun 25, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.


    Engaging with Grandkids Remotely with Jim Marggraff Jun 24, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.


    EIG Tax Team Roundtable Jun 11, 2023
    Show notes

    The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.


    Asset Appraisal with Timothy Stenger Jun 10, 2023
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.


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