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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 307 episodes available.
January 07, 2024The Road to SplitsvilleJulie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road to Splitsville. If you and your spouse are going through a divorce, this episode will help you navigate the process....more43minPlay
January 06, 2024Stakeholder Economics & Certified B CorpsHeather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their design, accreditation and ongoing impacts on people, profits and the planet....more45minPlay
December 10, 2023Mobile Living LifestyleKristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the world in retirement and practical tips for embracing a mobile lifestyle....more43minPlay
December 09, 2023EIG Tax Team RoundtableJoin the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes to retirement savings accounts. They highlight end-of-year tax planning tips plus tax issues they plan to watch closely in 2024....more43minPlay
November 12, 2023Student Loan Payments with Jack WallaceHeather Deaton, Wealth Advisor at EIG, talks with Jack Wallace, Director of Government and Lender Relations at Yrefy, on what you need to know with student loan repayments resuming....more44minPlay
November 11, 2023Fourth Quarter Market Update with Dick SchillerJamie Williams, CFP®, Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the current state of the markets. Together they reflect on and describe relative data from current charts covering the Federal Reserve’s current and historical stance on interest rates, mortgage, housing, fixed income and equity markets and perspectives on market volatility. They also discuss ideas for a quality approach to your planning....more43minPlay
October 29, 2023I Have a Dream with Barry MandelKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Barry Mandel, CEO of the Mandel Group, for an empowering and heartfelt discussion from his childhood to becoming the most influential business leader in Milwaukee credited with the downtown renaissance....more45minPlay
October 28, 2023Envision the Ladder with Sherri JordanKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sherri Jordan, President & Founder of Envision the Ladder, who shares her passion for helping small businesses reach their potential to yield endless possibilities through action plan coaching....more45minPlay
October 15, 2023Consumer Scams with Lisa SchillerKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schiller, Senior Director of Investigations and Media Relations at Better Business Bureau Serving Wisconsin, about the scams that are plaguing our society and taking advantage of unsuspecting consumers. Learn how to utilize the BBB Scam Tracker, and how to file a complaint if you've been taken advantage of....more46minPlay
October 14, 2023Career Restart with Rashi KhoslaHeather Deaton, Wealth Advisor at EIG, sits down with Rashi Khosla, Founder & CEO of MARS Solutions Group, to discuss the MARS Returnship program, an on-ramp for people looking to restart their careers following a gap in employment....more44minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 307 episodes available.