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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:
    Conversations with a Purpose #27 - Nick Jarmusz - Impact on Travel Jun 16, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Nick Jarmusz, AAA Director of Public Affairs – Midwest Region, to discuss the current impact on travel along with safety tips for commuting and planning for future trips.


    Conversations with a Purpose - #26 - Diane Gastrow - Life, Disability and Long-Term Care Insurance Jun 09, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Diane Gastrow, EIG Director of Insurance Planning, to discuss life, disability and long-term care insurance.


    Conversations with a Purpose #25 - Sandra Geisler - CARES Act and Tax Strategies Jun 09, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the changes to tax laws during the pandemic. Sandra will discuss the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy during this time.


    Conversations with a Purpose #24 - Dr. Jerry Halverson - Mental Health Jun 09, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental health, changing routines and staying connected.


    COVID-19 Edition #21 - Bill Lyne - Impact on Estate Planning for Families May 28, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals during pandemic.


    COVID-19 Edition #20 - Tim Sheehy - Impact on Milwaukee Businesses May 28, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.


    COVID-19 Edition #19 - Steve Parrish - Impact of SECURE Act & CARES Act on Retirement Planning May 19, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning, to discuss how the current events, along with the SECURE Act and CARES Act, are affecting retirement planning.


    COVID- 19 Edition #18 - Melva Henderson & Arnitta Holiman - Impact on Churches May 19, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor and licensed clinical therapist for the Office of Violence Prevention, about the impacts on national and local communication and using churches as a resource.


    COVID-19 Edition #17 - Jim Temmer - Scams and Identity Theft During Pandemic May 15, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the current scams to watch out for and how to report them.


    COVID-19 Edition #16 - Jim Larson - Impact on Medicare and Healthcare Plans May 15, 2020
    Show notes

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Larson, licensed insurance agent with HealthMarkets, about the impacts on Medicare and healthcare plans.


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