Ellenbecker Investment Group

Money Sense

Government EN ↓ 392 episodes

Money Sense is your trusted guide to building true wealth—beyond just money. Hosted by Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group (EIG), this weekly podcast helps you make confident decisions about your finances, health, and legacy. For over 35 years, Karen and the EIG Wealth Advisors have combined financial planning expertise with insights from economists, attorneys, authors, tax professionals, and other thought leaders. Each episode explores how to align your money with your values, create a life you love, and leave a lasting impact. Whether you’re p...

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Ellenbecker Investment Group

Episodes

3-14-20 - Phil Remmers - SECURE Act 19.03.2020 41:18

Jean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE Act.

02-2-20 - Melissa Tosetti - The Savvy Life 03.02.2020 40:59

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.

02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving 03.02.2020 47:35

Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and Sandra Geisler, EIG Director of Tax Planning about family philanthropy, legacy planning and charitable giving.

12-29-19 - Tammy Cross - Property and Casualty Insurance 21.01.2020 43:47

EIG Wealth Advisor, Anne Mank, CFP®, CPA, talks with Tammy Cross, Private Client Executive with R&R Insurance about property and casualty insurance.

12-28-19 - KC Thorson - Organic Cooking Coach 21.01.2020 45:40

Anne Mank, CFP®, CPA, EIG Wealth Advisor, discusses cooking organically and becoming healthier in the new year with KC Thorson, your Organic Cooking Coach.

12-07-19 - Sue Gresham - LinkedIn 101 09.12.2019 43:38

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Sue Gresham, The LinkedIn Lady, Consulting, Training & Coaching to discuss how to build your network and find resources with LinkedIn.

11-24-19 - Judi Blanding - Urban Senior Living 25.11.2019 43:16

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Judi Blanding, Executive Director of St. Rita Square with Capri Senior Communities about the appeal of urban living for adults that are making life plan transitions.

11-23-19 - Mike Roth - Economic Update 25.11.2019 42:55

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.

11-10-19 - Erin Fay - Non-Traditional Estate Planning 11.11.2019 42:55

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning for domestic partnerships, co-habitation agreements and the LGBT community.

11-09-19 - Susan Hansen - Divorce Planning 11.11.2019 43:20

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Susan Hansen, Collaborative Lawyer & Mediator with Hansen & Hildebrand, s.c., about choosing a process and a professional for divorce.

10-27-19 - Doug and Teri Edmunds - Art and Photography 30.10.2019 43:23

Karen Ellenbecker, EIG Founder and Wealth Advisor, talks with Doug and Teri Edmunds, owners and photographers of Edmunds Studios about the arts in Wisconsin.

10-13-19 - Paige Engle - Travel Tips 14.10.2019 46:07

Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when traveling solo.

10-12-19 - Sara Reed - Career Changes 14.10.2019 41:57

Anne Mank, CFP®, EIG Wealth Advisor, talks with Sara Reed, Founder of Moonstone Coaching and Consulting about creating and maintaining personal and financial wellness during a career change.

9-29-19 - Mary Brown - Economic Update 30.09.2019 41:39

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of the company and discuss market volatility.

9-28-19 - Jonathan Jackson - MKE Film Festival 30.09.2019 42:09

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jonathan Jackson, CEO & Artistic Director of MKE Film about the upcoming MKE Film Festival and the growth of the organization.

9-15-19 - Heather Deaton - Sustainable Living 16.09.2019 42:53

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Heather Deaton, EIG Wealth Advisor, to discuss the general philosophy of sustainability and realistic ways to reduce your impact while enjoying life.

9-14-19 - Ruth Busalacchi - Synergy HomeCare 16.09.2019 42:22

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Ruth Busalacchi, President and Owner with Synergy HomeCare, about how to create a plan and get the support needed to maintain independence as you age.

9-1-19 - Don Murn - Succession Planning for a Business 03.09.2019 43:03

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP to talk about the legal side of succession planning for a business.

8-31-19 - Jim Larson - Medicare 03.09.2019 41:45

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency to discuss senior insurance options and clarify open enrollment periods.

8-18-19 - Bill Lyne - Estate Planning for Families 26.08.2019 43:12

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning documents for young families and for students going back to school.

8-17-19 - Geraud Blanks and Heidi Moore - Minority Health Film Festival 26.08.2019 42:15

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital about the upcoming Minority Health Film Festival.

8-3-19 - Liza LeClaire - Succession Planning 05.08.2019 43:38

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.

7-20-19 - Karen Trimble and Katy Thomas - Housing Market 22.07.2019 43:35

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Karen Trimble and Katy Thomas, Real Estate Agents with Keller Williams to talk about the current market for home buying and selling.

7-7-19 - Patty Jackson - Flip Your Focus 08.07.2019 42:17

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to talk about taking charge of your life to be your best self.

7-6-19 - Mike Roth - Economic Update 08.07.2019 43:25

EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.