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Money Sense
Money Sense episodes
- 4-18-21 – Richard Schiller - Bond ManagementJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic Investment Advisors, to discuss bond management and their current market outlook.44 min
- 4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the DecadesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of EIG and financial planning through the different ages and stages of your life.41 min
- 4-04-21 – Diane Gastrow - Insurance Planning Through the DecadesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning tool through all of the stages of life.44 min
- 4-03-21 – Julie Poehlmann-Tynan - Resilience in Challenging TimesHeather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O’Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.43 min
- 3-21-21 – Jamie Williams - Loans, Refinancing and HELOCsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of loans and HELOCs in your financial plan.40 min
- 3-20-21 – Kristina Schnuckel - Retirement Planning for BusinessesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.43 min
- 3-07-21 – Eli Rivera & Ruben Gaona - Employment After IncarcerationHeather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.41 min
- 3-06-21 – Lauren Reeg - Sustainable VehiclesHeather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.41 min
- 2-20-21 – Melinda Stuart - Downsizing & Senior Moving ServicesAnne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.42 min
- 2-07-21 – Rachel LaMantia - Bookkeeping for Small BusinessesAnne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.46 min
About Money Sense
From the publisher's feed
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.