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Money Sense
Money Sense episodes
- 6-30-19 - Tom Shanley - MedicareJean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and discuss topics that can sometimes seem overwhelming.44 min
- 6-29-19 - 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.43 min
- 6-16-19 - 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.44 min
- 6-15-19 - 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.44 min
- 5-26-19 - Anne Mank - Simple Rules of Personal FinanceEIG Founder and Senior Wealth Advisor, Karen Ellenbeckerdiscusses simple tips to help with personal financewith Anne Mank, CPA, CFP®, EIG Wealth Advisor.44 min
- 5-25-19 - 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.46 min
- 5-12-19 - 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.43 min
- 5-11-19 - 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.41 min
- 4-28-19 - 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.43 min
- 4-27-19 - 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.43 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.