Money Sense

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.