Money Sense

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Dan Burrus, Futuristic Speaker & CEO of Burrus Research, to discuss the importance of disruptive innovation that artificial intelligence (AI) brings to business operations.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dr. Tiffanie Tate Moore, medically retired OB/GYN-turned-children’s author to discuss reinventing yourself. Dr. Tate shares hurdles faced from a tragic accident that forced her retirement and how she navigated a new path to happiness.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Andy Andrews to discuss his book,  The Traveler's Gift,  a journey in self discovery and financial success.   

EIG  Wealth Advisor, Jamie Williams interviews Professor Glenn Mueller of the University of Denver F.L. Burns School of Real Estate and Construction Management. They discuss Dr. Mueller’s vast work with his Market Cycle Monitor Report as well as a wide range of topics and themes including the state of real estate markets, current interest rate environment, and an overview of economic conditions th...

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Michael Connelly, Author of The Journey's End: An investigation of Death and Dying in Modern America, to discuss the importance of understanding your healthcare options, managing your expectations and making decisions that maintain quality of life when you are facing the end of your life.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make us better communicators. Milan shares practical advice on navigating challenging conversations and strategies to build and maintain respect.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in the workplace as he seeks to tackle loneliness and create a world where everyone feels they belong and are valued, through Active Listening as a Service (ALaaS).

Join Jamie Williams,  EIG  Wealth Advisor and his guest Dick Schiller, Portfolio Manager & Wealth Advisor at Pavlic Investment Advisors, Inc., as they discuss the first half of 2023 and themes for the remainder of the year. They'll review areas of the market with an emphasis on the current interest rate environment, market cycles and additional planning considerations for your portfolio.

Heather Deaton,  EIG  Wealth Advisor, sits down with Serita Valmond, Chronic Pain Coach and Wellness Consultant to talk about the importance of advocacy, coaching and support for those with chronic illness, ongoing pain and health conditions while navigating diagnoses and treatments.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.

The  EIG  Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.

Jean Range,  EIG  Senior Wealth Advisor, sits down with Elida Elizondo, Public Affairs Specialist with the Social Security Administration, to learn the "nuts and bolts" about how Social Security is with you on life's journey.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, uncovers a jewel of a performing arts venue,  Ten Chimneys , including their sponsorship of  The Mike Show . Tune in to hear the theater’s history and preview the exclusive June 9 performance you certainly won’t want to miss!

Jean Range,  EIG  Senior Wealth Advisor, sits down with Matt Florentine, Functional Movement Trainer at Catalyst Wellness, to discuss healthy habits you can start today to build long health. Plan for your life and retirement by investing in healthy habits.

Heather Deaton,  EIG  Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of  St. Marcus Lutheran School , about the declining status of the Milwaukee education system. Tune in to learn how we can help to build trust, empower students and engage parents.

Karen Ellenbecker,  EIG  Founder & Senior Wealth Advisor, sits down with Linda Maris, President of  National Christian Foundation  to discuss charitable solutions, estate giving and the Great Wealth Transfer.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy of finding her passion following her thirty-year news career.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Cara Ogburn, Artistic Director from Milwaukee Film, the nonprofit arts organization dedicated to entertaining, educating, and engaging the community through cinematic experiences, on the upcoming 2023 Milwaukee Film Festival.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Michael Frisina, author of  Leading with Your Upper Brain . They talk about the four brain types, and how you can change the course of your life when you understand which brain type you are and what will drive you to success.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming  Financial Symposium  on overcoming challenges for thriving diverse businesses.