Money Sense: Recent Episodes
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 interesting guests.
Money Sense airs each Saturday at 2pm and Sunday at 12pm on WISN AM 1130.
For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.
Jamie Williams, EIG Wealth Advisor, sits down with Dr. Glenn Mueller, Professor at Franklin L. Burns School of Real Estate & Construction Management, University of Denver to discuss the current state of real estate markets.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Karen Hung, Founder & CEO of Silver Rock Consulting, to discuss how boards play an essential role in organizations.
Join Jamie Williams, Wealth Advisor at EIG, as he talks with Dick Schiller, CFA, CPA of Pavlic Investment Advisors, Inc. about the current trends in the bond market.
Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts.
Heather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price increases, ways to save on utility bills, and the importance of advocacy for residents and small businesses.
Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible expense options.
Saturday, listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on the journey from work to retirement.
Heather Deaton, EIG Wealth Advisor, sits down with Shantell Riley, end-of-life doula, certified grief counselor and founder of Dignity With Departure LLC, to discuss how to have family conversations about your final wishes.
Listen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and some of the biggest lessons we’ve learned along the way.
Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon.
Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the right talent and developing strong leaders.
Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Kathy Corley, Author & Principal of Red Cedar Elementary School, discuss how schools can best support their students and how the school environment impacts student behavior.
Heather Deaton, EIG Wealth Advisor, talks with Anne Lester, Author of Your Best Financial Life: Save Smart Now For The Future Your Want, about ways younger savers can find long-term savings success by overcoming their behavioral biases.
Listen to hear Heather Deaton, EIG Wealth Advisor, talk with James Lewis, President & Co-founder of The National Society of High School Scholars (NSHSS), about FAFSA processing delays and using the time to focus on scholarships.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Temmer, President & CEO of Better Business Bureau of Wisconsin, about the many ways that BBB advocates for businesses and consumers.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Michael Connelly about the importance of understanding your healthcare options and making decisions that maintain quality of life.
Listen to hear Heather Deaton, EIG Wealth Advisor, talk with Jason Seymour, President of Forest Home Cemetery, to discuss burial trends, traditions, and the evolution of green burials.
Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Ski Chilton, as they discuss his book and a transformative 4-step journey to happiness.
Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios.
Listen to hear Cara Olson, EIG Chief People Officer, talk with Eric Papp, Founder of Agape Leadership and Author, talk about his book and ways to cultivate trust.
Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence and the impact it is having on the world.
Listen to hear Tammy Niemann, EIG Wealth Advisor, talk with her guest Emily Mattson, realtor with First Weber, Inc, to provide insights into buying and selling your home.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dan Adams, Founder & President of The AIM Institute and author of Business Builders, about how to become an admired and trusted corporate leader.
Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap.
Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on his entrepreneurial journey.
Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners.
Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Heather Deaton, EIG Wealth Advisor, is joined by April DeValkenaere, CEO & Owner of Fortress Forensic Investigations, to discuss crypto currency scams and how to keep your personal information safe online.
Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green homes and green mortgages. Kevin reveals cost saving benefits of energy efficient improvements and breaks down green lending for new homes.
Jean Range, Senior Wealth Advisor, sits down with Becky Pease, owner of Aqua Therapups Brookfield & Richfield, and Nicole Meyer, Co-Owner/Operator at Central Bark Mequon, to learn more about the financial and health impact pets have on your wallet and waistline. Pets provide companionship and motivation to keep moving through physical activity. Learn about how a Central Bark and Aqua Therapy can keep your 4-legged family member healthy and happy.
Julie 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.
Heather 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.
Kristina 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.
Join 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.
Heather 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.
Jamie 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.
Karen 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.
Karen 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.
Karen 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.
Heather 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.
Medicare open enrollment is right around the corner. Jean Range, Senior Wealth Advisor at EIG, sits down with Jim Larson, from Health Markets, to help you better understand who qualifies for Medicare and when you should apply for the benefit.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons of a recession, how it impacts bond prices, interest rates and the financial markets.
EIG Wealth Advisor, Kristina Schnuckel interviews Robin Gullborg, Founder of Beyond College Consulting. Robin works with high school students as they formalize their goals for higher education. Kristina and Robin discuss the benefit of specialized consulting services amid the ever-changing landscape of college admissions. Set your high schooler on the path to success – join Robin at EIG for a seminar on October 10 at 5:30 pm.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dan Burrus, Futuristic Speaker & CEO of Burrus Research, to discuss the importance of disruptive innovation that artificial intelligence (AI) brings to business operations.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dr. Tiffanie Tate Moore, medically retired OB/GYN-turned-children’s author to discuss reinventing yourself. Dr. Tate shares hurdles faced from a tragic accident that forced her retirement and how she navigated a new path to happiness.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Andy Andrews to discuss his book, The Traveler's Gift, a journey in self discovery and financial success.
EIG Wealth Advisor, Jamie Williams interviews Professor Glenn Mueller of the University of Denver F.L. Burns School of Real Estate and Construction Management. They discuss Dr. Mueller’s vast work with his Market Cycle Monitor Report as well as a wide range of topics and themes including the state of real estate markets, current interest rate environment, and an overview of economic conditions that help to shape a broader real estate outlook.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Michael Connelly, Author of The Journey's End: An investigation of Death and Dying in Modern America, to discuss the importance of understanding your healthcare options, managing your expectations and making decisions that maintain quality of life when you are facing the end of your life.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make us better communicators. Milan shares practical advice on navigating challenging conversations and strategies to build and maintain respect.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in the workplace as he seeks to tackle loneliness and create a world where everyone feels they belong and are valued, through Active Listening as a Service (ALaaS).
Join Jamie Williams, EIG Wealth Advisor and his guest Dick Schiller, Portfolio Manager & Wealth Advisor at Pavlic Investment Advisors, Inc., as they discuss the first half of 2023 and themes for the remainder of the year. They'll review areas of the market with an emphasis on the current interest rate environment, market cycles and additional planning considerations for your portfolio.
Heather Deaton, EIG Wealth Advisor, sits down with Serita Valmond, Chronic Pain Coach and Wellness Consultant to talk about the importance of advocacy, coaching and support for those with chronic illness, ongoing pain and health conditions while navigating diagnoses and treatments.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.
The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.
Jean Range, EIG Senior Wealth Advisor, sits down with Elida Elizondo, Public Affairs Specialist with the Social Security Administration, to learn the "nuts and bolts" about how Social Security is with you on life's journey.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, uncovers a jewel of a performing arts venue, Ten Chimneys, including their sponsorship of The Mike Show. Tune in to hear the theater’s history and preview the exclusive June 9 performance you certainly won’t want to miss!
Jean Range, EIG Senior Wealth Advisor, sits down with Matt Florentine, Functional Movement Trainer at Catalyst Wellness, to discuss healthy habits you can start today to build long health. Plan for your life and retirement by investing in healthy habits.
Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of St. Marcus Lutheran School, about the declining status of the Milwaukee education system. Tune in to learn how we can help to build trust, empower students and engage parents.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Linda Maris, President of National Christian Foundation to discuss charitable solutions, estate giving and the Great Wealth Transfer.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy of finding her passion following her thirty-year news career.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Cara Ogburn, Artistic Director from Milwaukee Film, the nonprofit arts organization dedicated to entertaining, educating, and engaging the community through cinematic experiences, on the upcoming 2023 Milwaukee Film Festival.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Michael Frisina, author of Leading with Your Upper Brain. They talk about the four brain types, and how you can change the course of your life when you understand which brain type you are and what will drive you to success.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming Financial Symposium on overcoming challenges for thriving diverse businesses.
Jean Range, EIG Senior Wealth Advisor, is joined by Diane Gastrow, Director of Insurance Planning at EIG. They discuss insurance planning as a strategic part of your overall financial plan through all life stages, including getting you to and through retirement (plus learn about Diane's upcoming retirement).
Jamie Williams, EIG Wealth Advisor, and Richard Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc., navigate the current rate environment with a bonds and market update.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Sanam Hafeez, who offers tips on how parents can talk to their children about horrific life events such as school shootings, and media overload with their children and school systems.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Phil Remmers, Attorney at Cramer, Multauf & Hammes. They discuss the importance of estate planning when dealing with difficult situations and family dynamics, such as divorce, second marriages, beneficiaries with disabilities, aging parents, adult children living at home and other complicated issues.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Joe Hart, author of Take Command, about leveraging workplace leadership to increase employee engagement and resilience toward change.
Heather Deaton & Jamie Williams, EIG Wealth Advisors, discuss how to hit the reset button on your financial plan after a busy holiday season. Instead of making resolutions that don't always stick, listen in for strategies and tips to focus on your values, goals and habits for your financial wellness.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schneider, Executive Director of Respite Care Association of WI, and Bryn Cemen, OAA Consultant - Caregiver Support Specialist with Greater WI Agency on Aging Resources. They discuss the overwhelm of caring for a loved one and how connecting with support services lessons the caregiver's load.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth of Stark Investments, who describes where the market was in 2022 and where we are heading financially in 2023. His ability to simplify the roller coaster market we have been riding makes this interview a must for our listeners.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Forensic Financial Crimes Investigator, April DeValkenaere, to discuss how you can protect your personal and business accounts from the most prevalent online and social media scams.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with keynote speaker and author, Donna Serdula, to discuss how social media has challenged and changed the way companies are marketing their employees and their business.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Riley E. Moynes, author and retired educator, who shares his own personal retirement challenges and his discovery of the four phases of retirement that either make or break our happiness in retirement.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chrissy Klaske and Christy Weber from Keller Williams Realty, to discuss the current real estate market and how you can prepare yourself and your home for the best outcome.
Sandra Geisler, EIG Director of Tax Planning, sits down with EIG Tax Planning Advisors, Richard Wolosek and Edward Henning, to discuss gearing up for tax season, tax planning strategies, and what's new for 2023.
Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of stress management and gut health.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current state of our school systems as well as paths that students can take upon graduation.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market and what's ahead in 2023.
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Join Sara McGuire, EIG Marketing Director, as she speaks with Becky Pease, owner of Aqua Therapups, about how living with pets affects our health, well-being, and finances.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Matt Spielman, Chief Performance Officer and Head Coach at Inflection Point Partners, to discuss the importance of trusting your instincts in your career. Uncover how employers can recognize when employees start demonstrating quiet quitting and should revitalize their teams.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of getting organized whether you are considering selling your home or trying to make things easier for your children.
Medicare open enrollment is right around the corner. Jean Range, EIG Senior Wealth Advisor, is joined by Jim Larson, Licensed Insurance Agent & Executive Sales Leader at Health Markets, for a timely conversation to help you better understand what open enrollment means for you.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.
Heather Deaton, Wealth Advisor at EIG, sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead him into this profession, the importance of health and fitness, and self defense strategies.
Heather Deaton, Wealth Advisor at EIG, sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead him into this profession, the importance of health and fitness, and self defense strategies.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral health support in the workplace.
Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin, to discuss the benefits of assisted stretching with a trained practitioner.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, sits down with Phil Remmers, Partner at Cramer, Multhauf & Hammes, LLP, to discuss the risks kids face as they go off to college and estate planning strategies to protect your beneficiaries from losing their inheritance.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc., to discuss investment strategies that provide stability in a declining market.
Heather Deaton, EIG Wealth Advisor, sits down with Mike Senkbeil, Partner at Chortek LLP, to discuss cyber security and other business critical technology.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when should you start thinking about trademarks as part of your business plan and strategy.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think Like A Horse. Grant describes how his expertise and skills as a horse whisperer transfer over to human relationships with children, employees, and yourself. His insights are eye opening and valuable to everyone.
Jean Range, EIG Wealth Advisor, speaks with Jim Larson from HealthMarkets about the four parts of Medicare – what expenses each part does and does not cover — plus the role of Supplemental Health Insurance.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, CEO of Gary Ross Business Coaching, to discuss The CHEER Process and the impact it has on a company and individuals.
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Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships and financial aid.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Nick Starr, President of The Starr Group, to discuss trends and what to look for in homeowners and auto insurance.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.
Anne Mank, Director of Wealth Coaching and Wealth Advisor at EIG talks with Sara Reed, Career Coach & Founder of Moonstone Coaching and Consulting, to provide background on the current job market and discuss when it's time to re-evaluate your career.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant.
Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Diane Gastrow, EIG Director of Insurance Planning to discuss integrating life, disability income and long-term care insurance coverage as part of your overall financial plan, and coordinating employer-sponsored benefits with individually-owned policies.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dr. Kacie Walter to discuss how to have a healthy New Year.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Mike Roth to discuss economic updates.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dick Shiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors to provide an economic update.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Rimas Milaitis, Director of Research at Campbell Newman to discuss economic updates.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc. about her book "The Invisible Patient". Learn more about being a caregiver while still caring for yourself.
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better choices when it comes to decision-making. Learn tools on how to present options to an audience with influence and reasoning.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.
Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.
Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing, to discuss how and when to start investing in your goals and retirement and the importance of financial education.
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need to know about current travel restrictions and popular destinations.
Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.
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.
Heather 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.
Julie 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.
Heather 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.
Kristina 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.
Kristina 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.
Julie 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.
Karen 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.
Jean 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.
Jean 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.
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.
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.
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.
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.
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.
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.
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.
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.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of loans and HELOCs in your financial plan.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent living for loved ones with disabilities and what to look for in real estate when you have a child with special needs.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Light the Hoan team members, Michael Hostad and Greg Marshall, about the exciting announcement of the first bridge lighting on October 22, 2020 and the journey of hope for Milwaukee.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Tim Stenger, Partner and Senior Appraiser with Stenger Bischoff to discuss art collections, estate planning and insurance, valuations and more!
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Greg Leon, Owner & Chef of Amilinda, to discuss the impact the pandemic has had on the restaurant industry and how Milwaukee is moving forward.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Hall, author of "Inheriting Clutter: How to Calm the Chaos Your Parents Left Behind", to discuss how to clear out an estate, give peace of mind and honor your loved one's wishes.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has had on start-ups and small businesses along with an in depth look at the Paycheck Protection Plan (PPP).
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about Life, Money and Worth", to discuss managing cash flow during a crisis, the four pillars of financial decision making and how to establish financial stability.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Frank Cumberbatch, Vice President of Engagement with Bader Philanthropies, Inc. about current events and resources for underserved communities in Milwaukee.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jason Grobbel, President of E.W. Grobbel Sons, Inc., about changes to the meat and food industry.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, about business planning.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market conditions and interest rates.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Hernando Garzon, Emergency Medicine Physician, about his expertise with pandemic research and global disaster relief efforts.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Paul Riedl, CEO of River Run, to discuss technology security and protecting your identity.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Nick Jarmusz, AAA Director of Public Affairs – Midwest Region, to discuss the current impact on travel along with safety tips for commuting and planning for future trips.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Diane Gastrow, EIG Director of Insurance Planning, to discuss life, disability and long-term care insurance.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the changes to tax laws during the pandemic. Sandra will discuss the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy during this time.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental health, changing routines and staying connected.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals during pandemic.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning, to discuss how the current events, along with the SECURE Act and CARES Act, are affecting retirement planning.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor and licensed clinical therapist for the Office of Violence Prevention, about the impacts on national and local communication and using churches as a resource.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the current scams to watch out for and how to report them.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Larson, licensed insurance agent with HealthMarkets, about the impacts on Medicare and healthcare plans.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Don Murn, Attorney with Axley Brynelson, LLP, to discuss estate planning for business owners and business succession planning.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Mueller, President of Third Eye Management, about the impacts on healthcare plans for individuals and employers.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim DeJong, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, to discuss the impact on individuals looking to sell their business and how to attract qualified buyers.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, author of “The Growth Cube” and CEO of Inspire Yourself, about how business leaders can inspire their employees and community to move forward.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Renee Herzing, President of Herzing University, to discuss the current impact on education, online learning and Herzing Univerity’s community giveback.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc., about the current impact on senior care and senior living facilities.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Forest Richter, Founder & CEO of Fresh Coast Labs, to discuss the impact the coronavirus has had on underserved communities and businesses.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker Investment Group has been impacted by the pandemic and thoughts for local business leaders on how to move forward.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Karl Gibbons, President of Third Eye Management, about how businesses in the United States are adapting during this pandemic.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Patrick Rodriguez, Founder of Soul Healing Therapy, about healing, acceptance and exercises to stay positive during this pandemic.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ann Hanna, Managing Director & Owner of Taureau Group, LLC and first elected Chairman of the Board for BizStarts, to discuss the current impact on buying and selling businesses in Milwaukee.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Wendy Baumann, President & CVO of WWBIC, to discuss the current impacts on Milwaukee businesses and the resources available for business owners and entrepreneurs.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor,is joined by Dr. Darrell Burnett, licensed clinical psychologist, to discuss the impacts on mental health during a global pandemic and ways to stay positive.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about how a global pandemic impacts the financial markets.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Daniel Burrus, Global Futurist, Strategic Advisor and Best-Selling Author, to discuss how to continue moving forward and finding ways to create during uncertainty.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Kate Greenway, MS, LPC, licensed psychotherapist, to discuss mental health and managing emotions in life and with your financial plan.
Anne 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.
Julie 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.
Julie 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.
Jean 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.
Jean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE Act.
Julie 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.
Showcasing 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.
EIG Wealth Advisor, Anne Mank, CFP®, CPA, talks with Tammy Cross, Private Client Executive with R&R Insurance about property and casualty insurance.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, discusses cooking organically and becoming healthier in the new year with KC Thorson, your Organic Cooking Coach.
Anne 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.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Judi Blanding, Executive Director of St. Rita Square with Capri Senior Communities about the appeal of urban living for adults that are making life plan transitions.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning for domestic partnerships, co-habitation agreements and the LGBT community.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Susan Hansen, Collaborative Lawyer & Mediator with Hansen & Hildebrand, s.c., about choosing a process and a professional for divorce.
Karen Ellenbecker, EIG Founder and Wealth Advisor, talks with Doug and Teri Edmunds, owners and photographers of Edmunds Studios about the arts in Wisconsin.
Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when traveling solo.
Anne Mank, CFP®, EIG Wealth Advisor, talks with Sara Reed, Founder of Moonstone Coaching and Consulting about creating and maintaining personal and financial wellness during a career change.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of the company and discuss market volatility.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jonathan Jackson, CEO & Artistic Director of MKE Film about the upcoming MKE Film Festival and the growth of the organization.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Heather Deaton, EIG Wealth Advisor, to discuss the general philosophy of sustainability and realistic ways to reduce your impact while enjoying life.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Ruth Busalacchi, President and Owner with Synergy HomeCare, about how to create a plan and get the support needed to maintain independence as you age.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP to talk about the legal side of succession planning for a business.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency to discuss senior insurance options and clarify open enrollment periods.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning documents for young families and for students going back to school.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital about the upcoming Minority Health Film Festival.
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Karen Trimble and Katy Thomas, Real Estate Agents with Keller Williams to talk about the current market for home buying and selling.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to talk about taking charge of your life to be your best self.
EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and discuss topics that can sometimes seem overwhelming.
EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager and Group Fitness Instructor for the Wisconsin Athletic Club.
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost differences between the different types of care in senior living communities.
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year with EIG Director of Tax Planning, Sandra Geisler, CPA.
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.
EIG 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.
EIG 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.
Karen 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.
Anne 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.
EIG 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.
EIG 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.
Julie 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.
EIG 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.
Karen 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.
Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust, speaker and president of Toastmasters "Love of Laughter" club to discuss the importance of bringing laughter in our life and how not to let difficult situations hold you back.
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary Officer of WWBIC.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about the social side of senior living and why it is important for your health as you age.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor,talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.
Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation.
Jean Range, CFP®, EIG Senior Wealth Advisor,talks with Adela Schicker and Petr Ludwig, co-authors of "The End of Procrastination" about how to be more motivated and efficient. Learn the science behind why people procrastinate and how to train your brain to strengthen your willpower.
Jean Range, CFP®, EIG Senior Wealth Advisor,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips, what upcoming events are happening and the importance of supporting local businesses.