Money Sense

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.

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 c...