Money Sense

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.