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Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other in... more
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 323 episodes available.
December 08, 2024Aging ParentsJamie Williams, Wealth Advisor at EIG, sits down with Annalee Kruger, Founder of Care Right Inc., to discuss care options for your loved ones as they age, and technology to assist the elderly to live at home safely for longer....more45minPlay
December 07, 2024Estate PlanningJoin Heather Deaton, EIG Wealth Advisor, as she talks with Phil Remmers, Attorney at Cramer Multhauf LLP, about the importance of having a customized estate plan to protect your legacy. ...more45minPlay
November 24, 2024Charitable GivingJill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations....more48minPlay
November 23, 2024Holiday ScamsJoin Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business Services, about the latest cybersecurity threats and holiday scams and how to avoid falling victim to one of these attacks....more46minPlay
November 10, 2024Pushing To The FrontKristina Schnuckel, EIG Wealth Advisor & Director of Client Experience, sits down with Melissa Whitaker, Author, CEO & Founder of Melissa Whitaker International, to discuss how to position your company to become unstoppable. ...more41minPlay
October 27, 2024Guidance Through a Dementia DiagnosisTammy Niemann, EIG Wealth Advisor, sits down with Dr. Macie Smith, Author & Licensed Social Worker, and Jenny Wagner, Elder Care Consultant & Co-Owner of Vesta Senior Network to discuss supportive options for families caring for a loved one with dementia....more47minPlay
October 26, 2024InsuranceJoin Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at Robertson Ryan Insurance about property & casualty insurance....more45minPlay
October 13, 2024Risk & ReturnJoin Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter. ...more43minPlay
October 12, 2024How to Not Ruin Your Kids with MoneyHeather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude. ...more45minPlay
September 29, 2024Tax Talk Election EditionJoin the EIG tax team as they explore tax proposals for each presidential candidate while embracing an eventual sunset of current tax law as we know it....more42minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 323 episodes available.