Money Sense

What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in this episode

If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent Insurance Agent, to break down what you really need to know—whether you're approaching retirement or helping a loved one navigate coverage.

Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor Heather Deaton, featuring Financial Crimes Investigator April DeValkaenare.

Host Kristina Schnuckel is joined by Kim Acheson and MK Christensen of Robertson Ryan Insurance to discuss how recent flooding in Southeastern Wisconsin underscores the need for strong insurance coverage. They share practical tips to help you stay protected through life's unexpected storms. 

In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals. 

Join us as Mike Roth, President of Black Maple Capital, unravels the complexities of the financial world through the lens of 'The Wizard of Oz', exploring the realities behind market perceptions and economic myths. 

Karen Ellenbecker, Phil Remmers, Attorney and Partner at Cramer Multhauf, and Alan Perlstein, CEO of Lily Pad Art Gallery, Delve into the art of collecting and preserving valuable pieces, offering insights on estate planning and the emotional connections behind cherished artworks. 

Wealth Advisor, Jamie Williams sits down with Dr. Glenn R. Mueller, PhD, Professor Emeritus and Real Estate Expert at the University of Denver. Together, they explore the evolving landscape of real estate, from the impact of COVID-19 on property types to the intricacies of REIT investments. 

Join Cara Olson, EIG's Chief People Officer, as she chats with Sara Reed, Founder of Moonstone Coaching and Consulting. They delve into the emotional and technological shifts in today's job market, offering insights on using AI for job research and the power of personal networks. 

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, as she talks with EIG Tax Planning Advisor, Catherine Watson, about the tax implications you need to know from the recently passed One Big Beautiful Bill Act.