Money Sense

Latest Episodes:

8-8-21 - Kari Lyles - Planning After Loss of Spouse Aug 09, 2021

Show notes

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.

8-7-21 - Maggie Mongan - What is a Wealth Coach? Aug 09, 2021

Show notes

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, talks with Rev. Maggie Mongan, CEO of Brilliant Breakthroughs, Inc., about the launch of our EIG Wealth Coaching Division, what is means to be a wealth coach and what it means to live a wealth inspired life.

7-25-21 - Beth Jaworski - Real Estate Market Updates Jul 26, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate market, the impact on both sellers and buyers and what is to come for the remainder of 2021.

7-24-21 - Sandra Geisler - Tax Updates Jul 26, 2021

Show notes

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.

7-10-21 - Jenny Coombs - Sustainable Investing Jul 13, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan.

6-27-21 – Phil Remmers - Estate Planning for Recent Graduates Jun 29, 2021

Show notes

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, talks with Phil Remmers, Attorney with Cramer, Multhauf & Hammes, LLP, about what recent graduates should think about this summer before their next steps in the fall.

6-26-21 – Nick Starr - Property & Casualty Insurance Jun 29, 2021

Show notes

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The Starr Group, to discuss property and casualty insurance and what know know about the replacement value of your home.

6-20-21 – Mary Brown - Economic Update Jun 21, 2021

Show notes

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the history and philosophy of the company and market volatility.

6-19-21 – Don Murn - Estate Planning for Passion Projects Jun 21, 2021

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and estate taxes, and the planning for the projects you are passionate about.

5-30-21 – Vivian Tsai - College Savings Foundation Jun 01, 2021

Show notes

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.

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