Money Sense

By Ellenbecker Investment Group

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

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FAQs about Money Sense:

How many episodes does Money Sense have?

The podcast currently has 307 episodes available.

Money Sense episodes:

May 17, 2021 5-16-21 – Jim Temmer - Identity Theft
Jamie Williams, CFP®, EIG Wealth Advisor, talks with Jim Temmer, President & CEO of the Better Business Bureau, to discuss identity theft, the current scams to watch out for and how to report them.
...more
41min
May 17, 2021 5-16-21 – Jim Temmer - Identity Theft
Jamie Williams, CFP®, EIG Wealth Advisor, talks with Jim Temmer, President & CEO of the Better Business Bureau, to discuss identity theft, the current scams to watch out for and how to report them.
...more
41min
May 17, 2021 5-15-21 – Emily Guy Birken - The 5 Years Before You Retire
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to do leading up to retirement to maximize your current savings and create a realistic plan for the future.
...more
41min
May 17, 2021 5-15-21 – Emily Guy Birken - The 5 Years Before You Retire
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to do leading up to retirement to maximize your current savings and create a realistic plan for the future.
...more
41min
May 03, 2021 5-2-21 – Dave Maaske – SCORE Milwaukee
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their mission as well as resources and mentorship programs for business owners and entrepreneurs.
...more
40min
May 03, 2021 5-1-21 – Cara Ogburn - MKE Film Festival
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival hosted from May 6-20. Cara will talk through some film highlights and how to participate this year.
...more
43min
April 19, 2021 4-18-21 – Richard Schiller - Bond Management
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic Investment Advisors, to discuss bond management and their current market outlook.
...more
44min
April 19, 2021 4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the Decades
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of EIG and financial planning through the different ages and stages of your life.
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41min
April 05, 2021 4-04-21 – Diane Gastrow - Insurance Planning Through the Decades
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning tool through all of the stages of life.
...more
44min
April 05, 2021 4-03-21 – Julie Poehlmann-Tynan - Resilience in Challenging Times
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O’Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.
...more
43min

FAQs about Money Sense:

How many episodes does Money Sense have?

The podcast currently has 307 episodes available.