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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.
May 28, 20195-25-19 - Lori Coonen - Your Family LegacyEIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your family legacy through the generations....more46minPlay
May 21, 20195-12-19 - Mary Brown - Economic UpdateEIG Founder and Senior Wealth Advisor, Karen Ellenbecker, reviews the state of the economy and dividend trends so far in 2019 with returning guest Mary Brown, CFA, President and CIO with Campbell Newman Asset Management....more43minPlay
May 21, 20195-11-19 - Karen Ellenbecker and Julie Ellenbecker-Lipsky - Proper PerspectiveKaren Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and have the proper perspective through market volatility....more41minPlay
May 21, 20194-28-19 - Anne Mank - The Basics of FinancesAnne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She will give definitions for the different kinds of investments and investment accounts....more43minPlay
May 21, 20194-27-19 - Erin Lowry - The Broke MillennialEIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Erin Lowry, author of "The Broke Millennial: Takes on Investing" discuss financial planning for millennials in their 20s and 30s. Learn how to create a roadmap to manage debt, increase savings and start your portfolio....more43minPlay
May 21, 20194-21-19 – Nick Starr – Property and Casualty InsuranceEIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial &Personal Insurance Counselor with The Starr Group, about why it is important to review proper liability, uninsured/underinsured motorist and umbrella policies....more43minPlay
May 21, 20194-20-19 – Anne Mank – What Keeps You Up At NightJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address financial concerns to keep a proper perspective and sleep well at night....more44minPlay
May 21, 20194-20-19 – Anne Mank – What Keeps You Up At NightJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address financial concerns to keep a proper perspective and sleep well at night....more44minPlay
May 21, 20193-31-19 - Bill Lyne - Second HomesEIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when passing along a second home to the next generation. They will discuss possible details and costs to think through and how to add a second home into your estate planning documents....more42minPlay
May 21, 20193-30-19 - David Barnett - Art Collecting and AppraisalsKaren Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to discuss Wisconsin artists and art collecting. David will also talk us through the appraisal process for your collections....more43minPlay
FAQs about Money Sense:How many episodes does Money Sense have?The podcast currently has 307 episodes available.