Money Sense

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning, to discuss how the current events, along with the SECURE Act and CARES Act, are affecting retirement planning.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor and licensed clinical therapist for the Office of Violence Prevention, about the impacts on national and local communication and using churches as a resource.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the current scams to watch out for and how to report them.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Larson, licensed insurance agent with HealthMarkets, about the impacts on Medicare and healthcare plans.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Don Murn, Attorney with Axley Brynelson, LLP, to discuss estate planning for business owners and business succession planning.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Mueller, President of Third Eye Management, about the impacts on healthcare plans for individuals and employers.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim DeJong, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, to discuss the impact on individuals looking to sell their business and how to attract qualified buyers.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, author of “The Growth Cube” and CEO of Inspire Yourself, about how business leaders can inspire their employees and community to move forward.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Renee Herzing, President of Herzing University, to discuss the current impact on education, online learning and Herzing Univerity’s community giveback.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc., about the current impact on senior care and senior living facilities.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Forest Richter, Founder & CEO of Fresh Coast Labs, to discuss the impact the coronavirus has had on underserved communities and businesses.

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker Investment Group has been impacted by the pandemic and thoughts for local business leaders on how to move forward.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Karl Gibbons, President of Third Eye Management, about how businesses in the United States are adapting during this pandemic.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Patrick Rodriguez, Founder of Soul Healing Therapy, about healing, acceptance and exercises to stay positive during this pandemic.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ann Hanna, Managing Director & Owner of Taureau Group, LLC and first elected Chairman of the Board for BizStarts, to discuss the current impact on buying and selling businesses in Milwaukee.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Wendy Baumann, President & CVO of WWBIC, to discuss the current impacts on Milwaukee businesses and the resources available for business owners and entrepreneurs.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor,is joined by Dr. Darrell Burnett, licensed clinical psychologist, to discuss the impacts on mental health during a global pandemic and ways to stay positive.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about how a global pandemic impacts the financial markets.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Daniel Burrus, Global Futurist, Strategic Advisor and Best-Selling Author, to discuss how to continue moving forward and finding ways to create during uncertainty.

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Kate Greenway, MS, LPC, licensed psychotherapist, to discuss mental health and managing emotions in life and with your financial plan.

Anne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and small businesses.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with 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.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of funeral planning and steps to take to get started.