Money Sense

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and discuss topics that can sometimes seem overwhelming.

EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager and Group Fitness Instructor for the Wisconsin Athletic Club.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost differences between the different types of care in senior living communities.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year with EIG Director of Tax Planning, Sandra Geisler, CPA.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your family legacy through the generations.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, reviews the state of the economy and dividend trends so far in 2019 with returning guest Mary Brown, CFA, President and CIO with Campbell Newman Asset Management.

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and have the proper perspective through market volatility.

Anne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She will give definitions for the different kinds of investments and investment accounts.

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Erin Lowry, author of "The Broke Millennial: Takes on Investing" discuss financial planning for millennials in their 20s and 30s. Learn how to create a roadmap to manage debt, increase savings and start your portfolio.

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial & Personal Insurance Counselor with The Starr Group, about why it is important to review proper liability, uninsured/underinsured motorist and umbrella policies.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address financial concerns to keep a proper perspective and sleep well at night.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when passing along a second home to the next generation. They will discuss possible details and costs to think through and how to add a second home into your estate planning documents.

Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to discuss Wisconsin artists and art collecting. David will also talk us through the appraisal process for your collections.

Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust, speaker and president of Toastmasters "Love of Laughter" club to discuss the importance of bringing laughter in our life and how not to let difficult situations hold you back.

EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary Officer of WWBIC.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about the social side of senior living and why it is important for your health as you age.

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor,talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.

Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation.

Jean Range, CFP®, EIG Senior Wealth Advisor,talks with Adela Schicker and Petr Ludwig, co-authors of "The End of Procrastination" about how to be more motivated and efficient. Learn the science behind why people procrastinate and how to train your brain to strengthen your willpower.

Jean Range, CFP®, EIG Senior Wealth Advisor,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips, what upcoming events are happening and the importance of supporting local businesses.