Money Sense

Latest Episodes:

11-27-21 - Annalee Kruger - Caregiving for Seniors Dec 01, 2021

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc. about her book "The Invisible Patient". Learn more about being a caregiver while still caring for yourself.

11-14-21 - Eric Johnson - The Elements of Choice Nov 15, 2021

Show notes

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better choices when it comes to decision-making. Learn tools on how to present options to an audience with influence and reasoning.

11-13-21 - Carl Holborn - Estate Planning for Business Owners Nov 15, 2021

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.

10-31-21 - Sue Ashford - The Power of Flexing Nov 01, 2021

Show notes

Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.

10-16-21 - Heather Nelson - Lending for Small Businesses Oct 19, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.

10-3-21 - Jim Larson - Medicare Oct 04, 2021

Show notes

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.

9-19-21 - Amy Krieghoff - Real Estate Updates Sep 20, 2021

Show notes

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.

9-18-21 - Karen and Taelor Ellenbecker - Pillows With Wings Sep 20, 2021

Show notes

Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.

9-4-21 - Erin Lowry - The Broke Millennial Sep 07, 2021

Show notes

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing, to discuss how and when to start investing in your goals and retirement and the importance of financial education.

8-21-21 - Bob Winter & James Wilde - Travel Updates Aug 23, 2021

Show notes

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need to know about current travel restrictions and popular destinations.

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