MoneySense Podcast: Recent Episodes
News/Talk 1130 WISN (WISN-AM)
For 25 years, listeners have counted on Karen Ellenbecker and our team of advisors for reliable, relevant information designed to help with life's challenges. Each show includes our wealth advisors giving their own financial perspective and interviews with local and global economists, attorneys, tax and real estate specialists, authors and other special guests.
Money Sense -Top 10 Dangers and Opportunities for Seniors - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by John O. McManus, Attorney with McManus & Associates.
Money Sense - Investing in Uncertain Times - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Weston Wellington, Vice President of Dimensional Fund Advisors.
Money Sense -Savings Bonds - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Jackie Brahney, U.S. Savings Bond expert and Marketing Director for SavingsBonds.com.
Money Sense -Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.
Money Sense - Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.
Money Sense - Managing Bonds 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.
Money Sense - Memory Care Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the memory care unit of senior communities with Mari Pat McAuliff, Director of Memory Care Services with Capri Senior Communities. Learn what services are available and what can be done to support loved ones when this kind of care is needed
Bridging the Gap Between Art and Commerce Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world.
The Retiring MindJean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and relationships as you transition into this phase of life.
Money Sense - The Retiring Mind Jean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and relationships as you transition into this phase of life.
Money Sense -Corporate Education Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Mike Milsted, Managing Partner with LAK Group, to talk about transforming careers by providing employee workshops as a benefit. Jean and Mike will discuss how these touch points provide credibility and value to a business
Money Sense -The Retiring Mind Jean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and relationships as you transition into this phase of life
Money Sense -Milwaukee Film Festival Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jonathan Jackson, Artistic & Executive Director of Milwaukee Film, to talk about the upcoming 2018 Milwaukee Film Festival from October 18 - November 1. Jonathan will give us the details of how to attend, what to expect and the exciting new additions to this year's festival.
Money Sense -Estate Planning and Gifting Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses estate planning with Bill Lyne, Attorney at Lyne Law Firm, LLC. Learn the importance of reviewing your plan, what is a Lifetime Asset Protection Trust and the current laws of gifting.
Life, Long Term Care and Burial InsuranceJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Insurance Planning, Diane Gastrow, to discuss life and long term care insurance. Learn how to interpret your insurance policy statement and how to use insurance to pay for final expenses using a Funeral Expense Trust.
BBB - Outsmarting Investment FraudJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses how to be aware of investment frauds and scams with Julie Albrecht, Director of Marketing and Communications with the Better Business Bureau serving Wisconsin. Learn the statistics of fraud and what the red flags are to watch for.
2018 Medicare UpdatesJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment periods and what the different Medicare plans and supplements have to offer.
2018 Tax UpdatesJulie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to update us on 2018 tax reform and discuss how to optimize tax planning strategies for your investment portfolio.
Four Levels of CareKaren Ellenbecker is joined by Cindy Robinson, Director of Sales & Marketing for Capri Senior Communities, to talk about what four different levels of senior care are available. Cindy will talk to us about what things families should consider as they plan for the future.
Money Sense -Heart Health in RetirementEIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Dr. Anthony DeFranco, MD, Interventional and Preventative Cardiologist at Aurora St. Luke's Medical Center, about how to keep your heart healthy as you age. Dr. DeFranco will talk about heart disease, how to prevent it and medical ways to help treat it.
Money Sense -Arts and EntertainmentKaren Ellenbecker is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world. Chip will also tell us about his current exhibit that is featured at the Charles Allis Museum in Milwaukee.
Money Sense -Preparing Your Home to Sell or DownsizeKaren Ellenbecker is joined by 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.
Estate Planning for College StudentsEIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Attorney Phil Remmers of Cramer, Multhauf & Hammes, LLP about estate planning for students heading to college. Phil will discuss Powers of Attorney, leases, loans and rental insurance.
Solving the Addiction Crisis in MilwaukeeKaren Ellenbecker is joined by Alderman Michael Murphy who represents the 10th District on the Milwaukee Common Council to discuss addiction in Milwaukee. Alderman Murphy will talk through his current report on the Heroin and Opiates Initiative to state the facts, bring awareness and tell us what is being done in Milwaukee County to stop this problem.
Milwaukee Millennials and the Hoan BridgeEIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Ian Abston, Urban Alchemist and Founder of NEWaukee, and Lori Richards, President of Mueller Communications, about millennials in Milwaukee. Ian and Lori will also tell us about the Light the Hoan Bridge project.
Aging: What Does a Number MeanKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about the psychology behind aging and finances.
Money Sense - Where You Live Matters Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jim Tarantino, Founder and Principal of Capri Senior Communities to discuss why where you live and choices of lifestyle can impact how you age. Learn about how The American Seniors Housing Association (AHSA) created Where You Live Matters to educate consumers about senior living options.
Money Sense - Financial Literacy in Schools EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Jack Kosakowski, CEO of Junior Achievement, about teaching students personal finance and financial decision making. Learn the findings from the Junior Achievement Personal Finance Survey on how current students feel about their future and where they seek out financial advice
Money Sense - Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.
Parallel Universes: The Story of RebirthKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by David Bohl, author of Parallel Universes: The Story of Rebirth, to discuss empowering yourself and others to rebuild during and after addiction and mental illness.
Mental HealthSenior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.
The Retiring MindJean Range, CFP®, Senior Wealth Advisor, is joined by Robert Delamontagne, author of The Retiring Mind, to discuss the psychology of retirement. Learn how to become more prepared emotionally and what mistakes to avoid during the transition.
Economics of DepressionSenior Wealth Advisor, Jean Range, CFP®, discusses the statistics of depression with Aruna Tummala, MD, a board-certified adult and geriatric psychiatrist and founder of Trinergy Center for Integrative Psychiatry in New Berlin, WI. Learn how depression affects the general public medically and financially and what solutions are available.
Workshops for BusinessesJean Range, CFP®, Senior Wealth Advisor, is joined by Liza LeClaire, Vistage Chair, to talk about why mentoring executive groups and providing employee workshops as a benefit can help provide credibility and value to a business.
Five Economic Themes for 2018Karen Ellenbecker is joined by Brad Long, CFA, Principal & Research Director - Global Public Markets with Dimeo Schneider & Associates, LLC about what five economic themes should be monitored in 2018. Brad will also give us a year-to-date market update.Foodsense Segment 33: Sorbet
Money Sense -Creating Life Balance - Sarah Kent, Senior Dietitian and Health Coach with Froedtert & the Medical College of Wisconsin Workforce Health, about life balance. Hear Sarah give tips on how to improve our sleep, physical activity, nutrition and mindfulness. FoodSense
Money Sense - is joined by Chuck Stansberry, Attorney at Schober, Schober & Mitchell, s.c., to discuss asset protection and long term care planning for seniors. Chuck will talk about the difference between Medicare and Medicaid and how irrevocable trusts can help you plan for the future. FoodSense
Money Sense - talks with Bill Lyne, Attorney at Lyne Law Firm, LLC about the process of estate planning. Learn the difference between a will and a trust and why it is important to have your Powers of Attorney in place. Food Sense
College PlanningJulie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, talks with John Hupalo, Founder & CEO of Invite Education to discuss education loan finance and college planning. John will give us tips on how to make your college education more affordable and how to maximize your return on investment.FoodSense Segment
2018 Tax ReformJulie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to breakdown the 2018 tax reform and discuss how to optimize new tax planning strategies for your investment portfolio.FoodSense
Be PreparedEveryone needs an exit plan of some sort; whether it is for retirement, a business sale, downsizing or transitioning to assisted living. Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how to create a contingency plan or back up plan for when your current situation is changing.Foodsense Segment: Duck with Cherry Sauce
Advisors Who Inspire ConfidenceKaren Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how Ellenbecker Investment Group's passion and goal is to inspire people to plan and create a financial legacy for their family. We are dedicated to connecting generations through core values and family culture. Foodsense Segment: Holiday Pork Roast
Money Sense - Terry PavlicCFA Talks about the Economic Update. Food Sense -Dijion and Thyme Crusted Salmon
Collaborative DivorceJulie 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.FOODSENSE: Dijon and Thyme Crusted Salmon
Preparing to DownsizeKaren Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of downsizing.FOODSENSE: Steak and Eggs
Economic UpdateKaren Ellenbecker talks with Mike Roth, Founding Principal of Stark Investments, about the current economic status of the market. Mike will give us a year-to-date update and will discuss current market volatility. FOODSENSE: Curried Sweet Potato Omelet
2017 Medicare UpdatesEIG Senior Wealth Advisor, Jean Range, CFP®, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment periods and what the different Medicare plans and supplements have to offer.FoodSense Segment 10 – Indian Curried Garbanzo Beans
The Soul of Money - Part 2Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk about the psychology behind how and why people are connected to their money in different ways. Part 2 of 2.FoodSense Segment 13 – Chicken and Broccoli Omelet
The Soul of Money - Part 1Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk about the psychology behind how and why people are connected to their money in different ways. Part 1 of 2.FoodSense Segment 12 – Sweet Potatoes
Saving for CollegeEIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college
Non-Profit Highlights - The Blood Center of WI, Feeding America Eastern WI, & Special Olympics Wisconsin Inc. -FoodSense: Multi Ply Pots and Pans
Gary Ross - business coach, CEO, author - talks aboout growth and his book "The Growth Cube."Food Sense - Baking & Pastry Dishes
Karen Ellenbecker talks about being a successful "snowbird" FoodSense:Kitchen Tools and Gadgets
Medicare
Bob Nelson, Vice President and Managing General Agent with Unisource Insurance Associates, talks with Karen Ellenbecker about 2017 Medicare updates.
Property and Casualty Insurance
Karen Ellenbecker and Nick Starr, Personal/Commercial Insurance Architect with The Starr Group discuss property and casualty insurance
Economic Update Mary Brown, President and Chief Investment Officer with Campbell Newman, talks with Karen Ellenbecker about long-term invest
2-26-17 Richard Polimeni - Chair of the College Savings Fondation, talks about how to prepare for college
1-7-17 Brenda Campbell President and CEO of Make A Difference and Jill Economou EIG Community Outreach Associate talk about the Make a Difference Mission (WIS) and JIll Economou EIG Community Outreach Associate talk about the Make A Difference mission
12-11-16 MONEYSENSE Financial Planning BEFORE and AFTER Divorce with Rebecca Millenbach
Karen Ellenbecker talks with Katrina Cravy, professional speaker, publicity coach and author of "On Air" about how businesses can attract the media to increase publicity and be called on as an expert source. Using her years of television experience, Katrina will tell us what she has learned about presenting your business to the media and how to capture an audience.
Jean Range, CFP, EIG Wealth Advisor talks with Barry Mendelson, CIMA with Capital Market Consultants, Inc. for an economic recap of the third quarter and trends to watch for in the fourth quarter of 2016.
Chuck Zamora, keynote speaker and founder of Zamora Group International joins Karen Ellenbecker to discuss how to empower students with the practical skills and knowledge necessary to succeed in an ever changing world. Chuck visits high schools around the globe to teach communication, goal setting and problem solving skills through his course "Tools of Life and Leadership".
Jean Range, CFP, EIG Wealth Advisor and Diane Gastrow, Ellenbecker Investment Group's Insurance Advisor, discuss how life insurance may fit within one's financial plan...even after a serious medical diagnosis.
How can parents get more aid from the schools their children want to attend? How much debt should a family take on to finance college or post-graduate studies? John Hupola, author of "Plan and Finance Your Family's College Dreams" joins Julie to talk about how to be prepared for the finance and admission processes for college.
Julie talks with Annalee Kruger, President of Care Right, Inc. about what kinds of senior care communities are available and when is the best time to start exploring these options. Annalee will also explain the difference between the levels of care within these communities and how to know what level of care you qualify for.
Jonathan Jackson, Artistic & Executive Director of MKE film, joins Karen Ellenbecker in the studio to talk about the upcoming 2016 MKE Film Festival from September 22 - October 6. Jonathan will give us the details of how to attend, what to expect and the exciting new additions to this year's festival.
Karen talks with Bob Nelson, Vice President of Unisource Insurance Associates about 2016 Medicare updates. Listen in to learn about open enrollment periods and what the different Medicare plans and supplements have to offer.
8-20-16 Money Sense Laura Clydesdale - Women and leadership. Children good financial goals
Money Sense 7-10-16 Saving for College with Mary Morris - College Savings Foundation Chair
Money Sense 7-9-16 William Wooditch Author of "Always Forward" Become the CEO of your Life