Money Sense

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap. 

Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on his entrepreneurial journey. 

Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners. 

Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.  

Heather Deaton, EIG Wealth Advisor, is joined by April DeValkenaere, CEO & Owner of Fortress Forensic Investigations, to discuss crypto currency scams and how to keep your personal information safe online.

Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green homes and green mortgages. Kevin reveals cost saving benefits of energy efficient improvements and breaks down green lending for new homes.

Jean Range, Senior Wealth Advisor, sits down with Becky Pease, owner of Aqua Therapups Brookfield & Richfield, and Nicole Meyer, Co-Owner/Operator at Central Bark Mequon, to learn more about the financial and health impact pets have on your wallet and waistline. Pets provide companionship and motivation to keep moving through physical activity. Learn about how a Central Bark and Aqua Therapy can keep your 4-legged family member healthy and happy.

Julie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road to Splitsville. If you and your spouse are going through a divorce, this episode will help you navigate the process.

Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their design, accreditation and ongoing impacts on people, profits and the planet.

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the world in retirement and practical tips for embracing a mobile lifestyle.