Money Sense

If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent Insurance Agent, to break down what you really need to know—whether you're approaching retirement or helping a loved one navigate coverage.

Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor Heather Deaton, featuring Financial Crimes Investigator April DeValkaenare.

Host Kristina Schnuckel is joined by Kim Acheson and MK Christensen of Robertson Ryan Insurance to discuss how recent flooding in Southeastern Wisconsin underscores the need for strong insurance coverage. They share practical tips to help you stay protected through life's unexpected storms. 

In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals. 

Join us as Mike Roth, President of Black Maple Capital, unravels the complexities of the financial world through the lens of 'The Wizard of Oz', exploring the realities behind market perceptions and economic myths. 

Karen Ellenbecker, Phil Remmers, Attorney and Partner at Cramer Multhauf, and Alan Perlstein, CEO of Lily Pad Art Gallery, Delve into the art of collecting and preserving valuable pieces, offering insights on estate planning and the emotional connections behind cherished artworks. 

Wealth Advisor, Jamie Williams sits down with Dr. Glenn R. Mueller, PhD, Professor Emeritus and Real Estate Expert at the University of Denver. Together, they explore the evolving landscape of real estate, from the impact of COVID-19 on property types to the intricacies of REIT investments. 

Join Cara Olson, EIG's Chief People Officer, as she chats with Sara Reed, Founder of Moonstone Coaching and Consulting. They delve into the emotional and technological shifts in today's job market, offering insights on using AI for job research and the power of personal networks. 

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, as she talks with EIG Tax Planning Advisor, Catherine Watson, about the tax implications you need to know from the recently passed One Big Beautiful Bill Act. 

Join Tammy Niemann, EIG Wealth Advisor, and Kristina Schnuckel, EIG Wealth Advisor and Director of Client Experience, and take the first step toward financial confidence with our Investing 101 Seminar. Learn the essentials of building a portfolio, understanding accounts, and planning for the future. 

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Margaret Krei from Scopelitus Law Firm as they dive into the world of workers' compensation with practical tips and real-life stories to help both employers and employees stay safe and informed. 

Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Dr. Travis Walters from Catalyst Wellness about the importance of a holistic approach to treatment, the significance of understanding one's body, preventing injuries, and the impact of diet on overall well-being. 

Tune in as Jenny Wagner from Vesta Senior Network joins EIG Wealth Advisor Kristina Schnuckel and Insurance Liaison Evan Brown to unpack the journey of senior care—from home help to care centers, costs, insurance options, and how to make the most of Medicaid. It’s a powerful conversation every family should hear.

Tune in to hear Jamie Williams, EIG Wealth Advisor, and Dick Schiller of Pavlic Investment Advisors talk about recent trends in the stock and bond markets including interest rate movements, the bond vigilantes, stock sector performance, and how financial planning brings it all together.    

Learn about different ways to support and get involved in nonprofits and give back to the community. Hosted by: Jamie Williams, EIG Wealth Advisor Featuring: Heather Deaton, EIG Wealth Advisor

Hear tips to think about when buying or selling a home. Hosted by: Tammy Niemann, EIG Wealth Advisor Featuring: Doug & Lori Larson, First Weber Real Estate

Learn about the 100-year lifestyle, strategies for healthy living.  Hosted by: Tammy Niemann, EIG Wealth Advisor Featuring: Dr. Loni McClellan, North Point Chiropractic

Learn tips to use when cleaning out estates such as recycling, donating items, estate sales, and more! Hosted by: Heather Deaton, EIG Wealth Advisor Featuring: Mindy Farrell, Treasured Estates

Discoveer the retirement benefits of Social Security.  Hosted by: Jean Range, EIG Senior Wealth Advisor Featuring: Elida Elizondo, Public Affairs Specialist - Social Security Administration

Learn how to identify and attract the right candidates to hire.  Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor Featuring: Scott Seefeld, President & Jonathan Reynolds, CEO - Titus Talent Strategies

Gain insight into the strategy behind President Trump's economic decisions to better understand current market shifts, even amid uncertainty. 

Knowledge is power - educate yourself to prevent against identity theft. Hosted by: Jamie Williams, EIG Wealth Advisor Featuring: Ben Merens, Outreach Specialist, DATCP

Understand the ‘why’ behind current shifts in today’s market. While we may not always agree with the decisions being made, this show offers insight into the strategy behind President Trump’s economic moves and helps us navigate theses times with greater awareness even when the path feels uncertain. Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor Featuring: Barry Mendelson, CE...

Learn about top technology trends and the benefits of AI. Hosted by: Karen Ellenbecker, Founder & Senior Wealth Advisor Featuring: Dan Burrus, Leading Technology Futurist, Strategic Advisor, & Disruptive Innovation Expert

Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating spending plans. Hosted by: Jamie Williams, Wealth Advisor Featuring: Heather Deaton, Wealth Advisor