Money Sense

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.

Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible expense options.

Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on the journey from work to retirement.

Heather Deaton, EIG Wealth Advisor, sits down with Shantell Riley, end-of-life doula, certified grief counselor and founder of Dignity With Departure LLC, to discuss how to have family conversations about your final wishes.  

Listen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and some of the biggest lessons we’ve learned along the way.  

Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon.    

Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the right talent and developing strong leaders.

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Kathy Corley, Author & Principal of Red Cedar Elementary School, discuss how schools can best support their students and how the school environment impacts student behavior.

Heather Deaton, EIG Wealth Advisor, talks with Anne Lester, Author of Your Best Financial Life: Save Smart Now For The Future Your Want, about ways younger savers can find long-term savings success by overcoming their behavioral biases.    

Listen to hear Heather Deaton, EIG Wealth Advisor, talk with James Lewis, President & Co-founder of The National Society of High School Scholars (NSHSS), about FAFSA processing delays and using the time to focus on scholarships.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Temmer, President & CEO of Better Business Bureau of Wisconsin, about the many ways that BBB advocates for businesses and consumers.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Michael Connelly about the importance of understanding your healthcare options and making decisions that maintain quality of life. 

Listen to hear Heather Deaton, EIG Wealth Advisor, talk with Jason Seymour, President of Forest Home Cemetery, to discuss burial trends, traditions, and the evolution of green burials. 

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Ski Chilton, as they discuss his book and a transformative 4-step journey to happiness.