Money Sense

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

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

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.  

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. 

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. 

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. 

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. 

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.

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.  

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.

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.

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. 

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.

Join Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at Robertson Ryan Insurance about property & casualty insurance.

Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter.  

Heather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude.  

Join the EIG tax team as they explore tax proposals for each presidential candidate while embracing an eventual sunset of current tax law as we know it.

Join Jean Range, Senior Wealth Advisor at EIG, as she talks with Jim Larson, licensed insurance agent & producer at HealthMarkets, about how to make informed decisions regarding your healthcare coverage. 

Jill Economou, EIG Director of Community Relations, guest hosts Money Sense to have a discussion with Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, about the impact of Pillows with Wings to area children.

Jamie Williams, EIG Wealth Advisor, sits down with Dr. Glenn Mueller, Professor at Franklin L. Burns School of Real Estate & Construction Management, University of Denver to discuss the current state of real estate markets.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with  Karen Hung, Founder & CEO of  Silver Rock Consulting,  to discuss how boards play an essential role in organizations.  

Join Jamie Williams, Wealth Advisor at EIG, as he talks with Dick Schiller, CFA, CPA of Pavlic Investment Advisors, Inc. about the current trends in the bond market.    

Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia.    

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts.    

Heather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price increases, ways to save on utility bills, and the importance of advocacy for residents and small businesses.