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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.
August 09, 20218-7-21 - Maggie Mongan - What is a Wealth Coach?Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, talks with Rev. Maggie Mongan, CEO of Brilliant Breakthroughs, Inc., about the launch of our EIG Wealth Coaching Division, what is means to be a wealth coach and what it means to live a wealth inspired life....more43minPlay
July 26, 20217-25-21 - Beth Jaworski - Real Estate Market UpdatesHeather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate market, the impact on both sellers and buyers and what is to come for the remainder of 2021....more43minPlay
July 26, 20217-24-21 - Sandra Geisler - Tax UpdatesJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor....more42minPlay
July 13, 20217-10-21 - Jenny Coombs - Sustainable InvestingHeather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan....more43minPlay
June 29, 20216-27-21 – Phil Remmers - Estate Planning for Recent GraduatesKristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, talks with Phil Remmers, Attorney with Cramer, Multhauf & Hammes, LLP, about what recent graduates should think about this summer before their next steps in the fall....more40minPlay
June 29, 20216-26-21 – Nick Starr - Property & Casualty InsuranceKristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The Starr Group, to discuss property and casualty insurance and what know know about the replacement value of your home....more41minPlay
June 21, 20216-20-21 – Mary Brown - Economic UpdateJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the history and philosophy of the company and market volatility....more40minPlay
June 21, 20216-19-21 – Don Murn - Estate Planning for Passion ProjectsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and estate taxes, and the planning for the projects you are passionate about....more43minPlay
June 01, 20215-30-21 – Vivian Tsai - College Savings FoundationJean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education....more41minPlay
June 01, 20215-29-21 – Jenny Wagner & Pam Foti - Vesta Senior NetworkJean Range, CFP®, EIG Senior Wealth Advisor, talks with Jenny Wagner and Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, about how to choose the senior care that is right for you or your family members....more39minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 307 episodes available.