Money Sense

Money Sense

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Money Sense episodes

  • The Belonging Project with Jennifer Bartolotta

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.

    46 min
  • Visit Milwaukee with Claire Koenig

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.

    46 min
  • Engaging with Grandkids Remotely with Jim Marggraff

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.

    46 min
  • EIG Tax Team Roundtable

    The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.

    50 min
  • Asset Appraisal with Timothy Stenger

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.

    46 min
  • Social Security with Elida Elizondo

    Jean Range, EIG Senior Wealth Advisor, sits down with Elida Elizondo, Public Affairs Specialist with the Social Security Administration, to learn the "nuts and bolts" about how Social Security is with you on life's journey.

    42 min
  • Ten Chimneys Event with Michael Drescher & Randy Bryant

    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, uncovers a jewel of a performing arts venue, Ten Chimneys, including their sponsorship of The Mike Show. Tune in to hear the theater’s history and preview the exclusive June 9 performance you certainly won’t want to miss!

    47 min
  • Health & Wellness with Matt Florentine

    Jean Range, EIG Senior Wealth Advisor, sits down with Matt Florentine, Functional Movement Trainer at Catalyst Wellness, to discuss healthy habits you can start today to build long health. Plan for your life and retirement by investing in healthy habits.

    43 min
  • Edvest with Khaleel Ali
    Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.
    44 min
  • St. Marcus Lutheran School with Henry Tyson
    Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of St. Marcus Lutheran School, about the declining status of the Milwaukee education system. Tune in to learn how we can help to build trust, empower students and engage parents.
    45 min

About Money Sense

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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.