Ellenbecker Investment Group

Money Sense

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...

Author

Ellenbecker Investment Group

Category

Government

Podcast website

moneysense.castos.com

Latest episode

Jul 7, 2026

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Episodes

Q2 Bond and Stock Market Review 05.07.2025

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.    

The Four Ts of Charitable Giving 22.06.2025

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

Real Estate Update 21.06.2025

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

100-Year Lifestyle 25.05.2025

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

Estate Cleanout 10.05.2025

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

Social Security Benefits 27.04.2025

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

Recruitment Strategies 26.04.2025

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

Market & Economic Update 4.20.25 20.04.2025

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

Identity Theft 13.04.2025

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

Market & Economic Update 12.04.2025

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...

Technology Trends 30.03.2025

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

Spring Clean Your Finances 16.03.2025

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

Bond Market 15.03.2025

Hear about the current trends in the bond market. Hosted by: Jamie Williams, Wealth Advisor Featuring Dick Schiller, CFA, CPA

Thriving in Retirement 02.03.2025

Guidance on how to navigate through the life transition of retirement with purpose and confidence. Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor Featuring: Elizabeth Zelinka Parsons, Retirement Transition Expert & Author

Winter Blues 01.02.2025

Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Jill Butterfield MS, ATRL-BC, Wellness Consultant & Author, about understanding and managing the winter blues.  

Tech Trends for 2025 19.01.2025

Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talks with Daniel Burrus, Leading Technology Futurist, Strategic Advisor, and Disruptive Innovation Expert, about how top technology trends are shaping 2025 and beyond. 

Feel Good Finance 18.01.2025

Listen to hear Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talk with Aja Evans, Financial Therapist, Consultant & Author, about how to navigate emotions around finances and the importance of having financial conversations with loved ones. 

Divorce Mediation 05.01.2025

Julie Ellenbecker-Lipsky, President & Senior Wealth Advisor at EIG, sits down with Susan Hansen, Collaborative Lawyer and Mediator and Hansen & Hildebrand, S.C., to discuss ways that couples can stay connected and communicate efficiently while navgating through a divorce. 

College Savings & Gifting Options 04.01.2025

Join Heather Deaton, EIG Wealth Advisor, as she talks with Chris McGee, Chair of the College Savings Foundation, about how parents and their high school students are saving for a higher education including gifting options that are growing in popularity. 

Aging Parents 08.12.2024

Jamie Williams, Wealth Advisor at EIG, sits down with Annalee Kruger, Founder of Care Right Inc., to discuss care options for your loved ones as they age, and technology to assist the elderly to live at home safely for longer.

Estate Planning 07.12.2024

Join Heather Deaton, EIG Wealth Advisor, as she talks with Phil Remmers, Attorney at Cramer Multhauf LLP, about the importance of having a customized estate plan to protect your legacy.  

Charitable Giving 24.11.2024

Jill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations.

Holiday Scams 23.11.2024

Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business Services, about the latest cybersecurity threats and holiday scams and how to avoid falling victim to one of these attacks.

Pushing To The Front 10.11.2024

Kristina Schnuckel, EIG Wealth Advisor & Director of Client Experience, sits down with Melissa Whitaker, Author, CEO & Founder of Melissa Whitaker International, to discuss how to position your company to become unstoppable. 

Guidance Through a Dementia Diagnosis 27.10.2024

Tammy Niemann, EIG Wealth Advisor, sits down with  Dr. Macie Smith,  Author & Licensed Social Worker, and  Jenny Wagner,  Elder Care Consultant & Co-Owner of Vesta Senior Network  to discuss supportive options for families caring for a loved one with dementia.

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