In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.

They discuss:

Whether you’re thinking about your own legacy, supporting adult children, or finding ways to empower the next generation, this episode offers personal stories, practical insights, and actionable steps to help your family talk more openly about wealth and values.

#GenerationalWealth #LegacyPlanning #FamilyFinance #EIG #MoneySensePodcast #FinancialEducation #WealthSeed #FinancialConfidence #EmergingInvestors

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

Ever wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building a secure financial future.

In this episode, Anne Lester, a former JP Morgan executive and money mentor, shares her expert advice on transforming your relationship with money. Discover the five-step framework that can help you save for a rainy day, manage debt, and maximize your retirement savings.

For more information, visit https://annelester.com/ or check out her award-winning book “Your Best Financial Life". It’s available in stores and through online retailers like Amazon.

#FinancialFuture #MoneyMatters #MoneyManagement #FinancialAdvice #SecureFuture #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

What would happen if tomorrow you became the primary caregiver for a loved one? Most families think they have time, but the reality is caregiving crises hit fast and hard. Today, “Money Sense” host Karen Ellenbecker is joined by Annalee Kruger, founder of Care Right Inc., to discuss why planning ahead is essential.

Annalee shares insight from nearly 30 years of experience helping families plan for aging, dementia, and long-term care. She breaks down the emotional, financial, and physical costs of caregiving, the complexities of caring for loved ones with dementia, and how families can plan for aging parents while also protecting their own future care needs. The conversation also addresses the challenge of balancing caregiving responsibilities with careers and family life.

For more information, visit www.carerightinc.com or check out Annalee’s book “The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers”. It’s available in stores and through online retailers like Amazon.

#Caregiving #AgingPlanning #DementiaCare #LongTermCare #FinancialPlanning #MoneySensePodcast #EIG #Wealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face.

Tammy breaks down key considerations retirees should evaluate, including the pros and cons of downsizing, the financial and lifestyle impact of relocating, and when staying put may make the most sense. The conversation also covers topics such as reverse mortgages, housing market dynamics, and how real estate decisions can affect cash flow, taxes, and long-term planning.

Listeners will gain clarity on how to align housing choices with personal values, lifestyle goals, and overall retirement plans, so decisions feel intentional, informed, and confident rather than overwhelming.

#RetirementPlanning #RealEstateInRetirement #Downsizing #WealthPlanning #FinancialDecisions #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com/

Ever make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion.

On this episode of “Money Sense”, host Karen Ellenbecker sits down with Aja Evans, a board-certified therapist, speaker, and author specializing in financial therapy, to explore the deep connection between money, emotion, and mental health.

Aja shares insights from her own financial awakening and explains how financial therapy can help individuals and families navigate the stress, shame, and patterns that influence financial decisions. She also discusses practical steps for couples to communicate about money, build trust, and create healthy financial habits together.

Listeners will learn how to identify emotional triggers around money, understand the impact of chronic stress on financial and personal well-being, and take actionable steps to develop a healthier relationship with their finances.

Aja's book, “Feel Good Finance”, is available now and offers tools to reflect on money habits, understand money narratives from childhood, and begin untangling emotions from financial decisions. You can find it at ajaevanscounseling.com or in stores and online retailers like Amazon.

#FinancialTherapy #MoneyMindset #MentalHealth #WealthWellness #FinancialWellness #MoneySensePodcast #FeelGoodFinance

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

What makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question.

In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engagement can drive meaningful growth and success.

Perfect for business leaders and team members looking to enhance their workplace environment.

Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.

In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.

Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders.

Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone. 

Thinking abouot your child's education options? Karen Ellenbecker and Chris McGee discuss smart savings strategies and career trends.

In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act.