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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 h... more
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 396 episodes available.
July 01, 20196-29-19 - Jules Philippi - Health and WellnessEIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager and Group Fitness Instructor for the Wisconsin Athletic Club....more43minPlay
June 17, 20196-16-19 - Judi Wolters - Financing Senior CommunitiesEIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost differences between the different types of care in senior living communities....more44minPlay
June 17, 20196-15-19 - Sandra Geisler - Tax PlanningEIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year with EIG Director of Tax Planning, Sandra Geisler, CPA....more44minPlay
May 28, 20195-26-19 - Anne Mank - Simple Rules of Personal FinanceEIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor....more44minPlay
May 28, 20195-25-19 - Lori Coonen - Your Family LegacyEIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your family legacy through the generations....more46minPlay
May 21, 20195-12-19 - Mary Brown - Economic UpdateEIG Founder and Senior Wealth Advisor, Karen Ellenbecker, reviews the state of the economy and dividend trends so far in 2019 with returning guest Mary Brown, CFA, President and CIO with Campbell Newman Asset Management....more43minPlay
May 21, 20195-11-19 - Karen Ellenbecker and Julie Ellenbecker-Lipsky - Proper PerspectiveKaren Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and have the proper perspective through market volatility....more41minPlay
May 21, 20194-28-19 - Anne Mank - The Basics of FinancesAnne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She will give definitions for the different kinds of investments and investment accounts....more43minPlay
May 21, 20194-27-19 - Erin Lowry - The Broke MillennialEIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Erin Lowry, author of "The Broke Millennial: Takes on Investing" discuss financial planning for millennials in their 20s and 30s. Learn how to create a roadmap to manage debt, increase savings and start your portfolio....more43minPlay
May 21, 20194-21-19 – Nick Starr – Property and Casualty InsuranceEIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial &Personal Insurance Counselor with The Starr Group, about why it is important to review proper liability, uninsured/underinsured motorist and umbrella policies....more43minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 396 episodes available.