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Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other in... more
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 349 episodes available.
August 17, 2024Bond MarketJoin Jamie Williams, Wealth Advisor at EIG, as he talks with Dick Schiller, CFA, CPA of Pavlic Investment Advisors, Inc. about the current trends in the bond market. ...more44minPlay
August 04, 2024Family Caregiving & Dementia CruiseJoin Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia. ...more45minPlay
August 03, 2024Funeral PlanningKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts. ...more46minPlay
July 21, 2024Energy CostsHeather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price increases, ways to save on utility bills, and the importance of advocacy for residents and small businesses....more45minPlay
July 20, 2024How to Spend Your 529Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible expense options....more44minPlay
July 07, 2024Retirement PanelListen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on the journey from work to retirement....more44minPlay
July 06, 2024Planning Your Final WishesHeather Deaton, EIG Wealth Advisor, sits down with Shantell Riley, end-of-life doula, certified grief counselor and founder of Dignity With Departure LLC, to discuss how to have family conversations about your final wishes. ...more45minPlay
June 23, 2024Investing in U.S. Financial HistoryListen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and some of the biggest lessons we’ve learned along the way. ...more45minPlay
June 22, 2024Discover EIG TaxSandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon. ...more43minPlay
June 09, 2024The Leadership ConversationListen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the right talent and developing strong leaders....more46minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 349 episodes available.