Money Sense

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Conversations with a Purpose #37 - Julie Hall - Inheriting Clutter Aug 31, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Hall, author of "Inheriting Clutter: How to Calm the Chaos Your Parents Left Behind", to discuss how to clear out an estate, give peace of mind and honor your loved one's wishes.

Conversations with a Purpose #36 - LJ Suzuki - Paycheck Protection Program (PPP) Aug 19, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has had on start-ups and small businesses along with an in depth look at the Paycheck Protection Plan (PPP).

Conversations with a Purpose #35 - Ande Frazier - Conversations about Life, Money and Worth Jul 17, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about Life, Money and Worth", to discuss managing cash flow during a crisis, the four pillars of financial decision making and how to establish financial stability.

Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.

Conversations with a Purpose #33 - Frank Cumberbatch - Resources for Underserved Communities Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Frank Cumberbatch, Vice President of Engagement with Bader Philanthropies, Inc. about current events and resources for underserved communities in Milwaukee.

Conversations with a Purpose #32 - Jason Grobbel - Meat and Food Industry Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jason Grobbel, President of E.W. Grobbel Sons, Inc., about changes to the meat and food industry.

Conversations with a Purpose #31 - Carl Holborn - Business Planning Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, about business planning.

Conversations with a Purpose #30 - Terry Pavlic - Interest Rates, Bonds and an Economic Update Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market conditions and interest rates.

Conversations with a Purpose #29 - Dr. Hernando Garzon - Public Health and Pandemic Response Jul 02, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Hernando Garzon, Emergency Medicine Physician, about his expertise with pandemic research and global disaster relief efforts.

Conversations with a Purpose #28 - Paul Riedl - Technology Security Jun 23, 2020

Show notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Paul Riedl, CEO of River Run, to discuss technology security and protecting your identity.

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