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Money Sense
Money Sense episodes
- 4-12-20 – Kate Greenway – Mental HealthAnne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Kate Greenway, MS, LPC, licensed psychotherapist, to discuss mental health andmanaging emotions in life and with your financial plan.43 min
- 4-11-20 – Rachel LaMantia – CARES ActAnne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and small businesses.45 min
- 3-29-20 - Bruce Nemovitz - Housing MarketJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of selling or downsizing.43 min
- 3-28-20 - Melissa Tosetti - The Savvy LifeJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.45 min
- 3-15-20 - Cindy Olson - Funeral PlanningJean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of funeral planning and steps to take to get started.44 min
- 3-14-20 - Phil Remmers - SECURE ActJean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE Act.42 min
- 02-2-20 - Melissa Tosetti - The Savvy LifeJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.41 min
- 02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable GivingShowcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and Sandra Geisler, EIG Director of Tax Planning about family philanthropy, legacy planning and charitable giving.48 min
- 12-29-19 - Tammy Cross - Property and Casualty InsuranceEIG Wealth Advisor, Anne Mank, CFP®, CPA, talks with Tammy Cross, Private Client Executive with R&R Insurance about property and casualty insurance.44 min
- 12-28-19 - KC Thorson - Organic Cooking CoachAnne Mank, CFP®, CPA, EIG Wealth Advisor, discusses cooking organically and becoming healthier in the new year with KC Thorson, your Organic Cooking Coach.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.