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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.
April 13, 20204-11-20 – Rachel LaMantia – CARES ActAnne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and small businesses....more45minPlay
March 30, 20203-29-20 - Bruce Nemovitz - Housing MarketJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of selling or downsizing....more43minPlay
March 30, 20203-28-20 - Melissa Tosetti - The Savvy LifeJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey....more45minPlay
March 19, 20203-15-20 - Cindy Olson - Funeral PlanningJean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of funeral planning and steps to take to get started....more44minPlay
March 19, 20203-14-20 - Phil Remmers - SECURE ActJean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE Act....more42minPlay
February 03, 202002-2-20 - Melissa Tosetti - The Savvy LifeJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey....more41minPlay
February 03, 202002-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable GivingShowcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and Sandra Geisler, EIG Director of Tax Planning about family philanthropy, legacy planning and charitable giving....more48minPlay
January 21, 202012-29-19 - Tammy Cross - Property and Casualty InsuranceEIG Wealth Advisor, Anne Mank, CFP®, CPA, talks with Tammy Cross, Private Client Executive with R&R Insurance about property and casualty insurance....more44minPlay
January 21, 202012-28-19 - KC Thorson - Organic Cooking CoachAnne Mank, CFP®, CPA, EIG Wealth Advisor, discusses cooking organically and becoming healthier in the new year with KC Thorson, your Organic Cooking Coach....more46minPlay
December 09, 201912-07-19 - Sue Gresham - LinkedIn 101Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Sue Gresham, The LinkedIn Lady, Consulting, Training & Coaching to discuss how to build your network and find resources with LinkedIn....more44minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 307 episodes available.