Money Sense

Latest Episodes:

3-20-21 – Kristina Schnuckel - Retirement Planning for Businesses Mar 22, 2021

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.

3-07-21 – Eli Rivera & Ruben Gaona - Employment After Incarceration Mar 08, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.

3-06-21 – Lauren Reeg - Sustainable Vehicles Mar 08, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.

2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services Feb 22, 2021

Show notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.

2-07-21 – Rachel LaMantia - Bookkeeping for Small Businesses Feb 08, 2021

Show notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.

2-06-21 – Bruce Nemovitz - Current Real Estate Market Feb 08, 2021

Show notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.

1-24-21 – Jamie Shibley - Expressing Gratitude Jan 25, 2021

Show notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.

1-23-21 – Andrea Scott Brown - Audacious Path - M.O.N.E.Y. Course Jan 25, 2021

Show notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction.

1-10-21 - Alex Moehn - Benefits of Running Jan 12, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.

1-09-21 - Amberlea Childs - Using Food for Prevention & Improvement Jan 12, 2021

Show notes

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected