Money Sense

Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios. 

Listen to hear Cara Olson, EIG Chief People Officer, talk with Eric Papp, Founder of Agape Leadership and Author, talk about his book and ways to cultivate trust. 

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence and the impact it is having on the world. 

Listen to hear Tammy Niemann, EIG Wealth Advisor, talk with her guest Emily Mattson, realtor with First Weber, Inc, to provide insights into buying and selling your home.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dan Adams, Founder & President of The AIM Institute and author of Business Builders, about how to become an admired and trusted corporate leader.

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap. 

Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on his entrepreneurial journey. 

Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners. 

Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.  

Heather Deaton, EIG Wealth Advisor, is joined by April DeValkenaere, CEO & Owner of Fortress Forensic Investigations, to discuss crypto currency scams and how to keep your personal information safe online.

Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green homes and green mortgages. Kevin reveals cost saving benefits of energy efficient improvements and breaks down green lending for new homes.

Jean Range, Senior Wealth Advisor, sits down with Becky Pease, owner of Aqua Therapups Brookfield & Richfield, and Nicole Meyer, Co-Owner/Operator at Central Bark Mequon, to learn more about the financial and health impact pets have on your wallet and waistline. Pets provide companionship and motivation to keep moving through physical activity. Learn about how a Central Bark and Aqua Therapy c...

Julie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road to Splitsville. If you and your spouse are going through a divorce, this episode will help you navigate the process.

Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their design, accreditation and ongoing impacts on people, profits and the planet.

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the world in retirement and practical tips for embracing a mobile lifestyle.

Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes to retirement savings accounts. They highlight end-of-year tax planning tips plus tax issues they plan to watch closely in 2024.

Heather Deaton, Wealth Advisor at EIG, talks with Jack Wallace, Director of Government and Lender Relations at Yrefy, on what you need to know with student loan repayments resuming.

Jamie Williams, CFP®, Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the current state of the markets. Together they reflect on and describe relative data from current charts covering the Federal Reserve’s current and historical stance on interest rates, mortgage, housing, fixed income and equity markets and perspectives on market volatility.  They...

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Barry Mandel, CEO of the Mandel Group, for an empowering and heartfelt discussion from his childhood to becoming the most influential business leader in Milwaukee credited with the downtown renaissance.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sherri Jordan, President & Founder of Envision the Ladder, who shares her passion for helping small businesses reach their potential to yield endless possibilities through action plan coaching.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schiller, Senior Director of Investigations and Media Relations at Better Business Bureau Serving Wisconsin, about the scams that are plaguing our society and taking advantage of unsuspecting consumers. Learn how to utilize the BBB Scam Tracker, and how to file a complaint if you've been taken advantage of.

Heather Deaton, Wealth Advisor at EIG, sits down with Rashi Khosla, Founder & CEO of MARS Solutions Group, to discuss the MARS Returnship program, an on-ramp for people looking to restart their careers following a gap in employment.

Medicare open enrollment is right around the corner. Jean Range, Senior Wealth Advisor at EIG, sits down with Jim Larson, from Health Markets, to help you better understand who qualifies for Medicare and when you should apply for the benefit.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons of a recession, how it impacts bond prices, interest rates and the financial markets.   

EIG  Wealth Advisor, Kristina Schnuckel interviews Robin Gullborg, Founder of Beyond College Consulting. Robin works with high school students as they formalize their goals for higher education. Kristina and Robin discuss the benefit of specialized consulting services amid the ever-changing landscape of college admissions. Set your high schooler on the path to success – join Robin at  EIG  for a ...