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
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
Behavioral Health with Jill Butterfield 21.08.2022 44:17
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral health support in the workplace.
Stretch Zone with Tony & Beckie Kaczkowski 20.08.2022 43:02
Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG , sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin, to discuss the benefits of assisted stretching with a trained practitioner.
Risks Kids Face for College with Phil Remmers 07.08.2022 45:05
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor , sits down with Phil Remmers, Partner at Cramer, Multhauf & Hammes, LLP, to discuss the risks kids face as they go off to college and estate planning strategies to protect your beneficiaries from losing their inheritance.
Investment Strategies with Mary Brown 06.08.2022 42:54
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc., to discuss investment strategies that provide stability in a declining market.
Business Critical Technology with Mike Senkbeil 23.07.2022 44:29
Heather Deaton, EIG Wealth Advisor , sits down with Mike Senkbeil, Partner at Chortek LLP, to discuss c yber security and other business critical technology.
Trademarks with Cobby Shereff 10.07.2022 45:17
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor , sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when should you start thinking about trademarks as part of your business plan and strategy.
Think like a Horse with Grant Golliher 09.07.2022 45:30
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think Like A Horse. Grant describes how his expertise and skills as a horse whisperer transfer over to human relationships with children, employees, and yourself. His insights are eye opening and valuable to everyone.
Medicare with Jim Larson 26.06.2022 42:22
Jean Range, EIG Wealth Advisor , speaks with Jim Larson from HealthMarkets about the four parts of Medicare – what expenses each part does and does not cover — plus the role of Supplemental Health Insurance.
Business Coaching with Gary Ross 25.06.2022 47:41
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor , talks with Gary Ross, CEO of Gary Ross Business Coaching, to discuss The CHEER Process and the impact it has on a company and individuals. www.inspireyourselftoday.com
College Savings Foundation with Vivian Tsai 12.06.2022 48:59
Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.
Scholarships and Financial Aid with James Lewis 11.06.2022 45:12
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor , sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships and financial aid.
Homeowners and Auto Insurance with Nick Starr 29.05.2022 44:37
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor , sits down with Nick Starr, President of The Starr Group, to discuss trends and what to look for in homeowners and auto insurance.
Estate planning your way with David Edey 28.05.2022 42:54
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.
Changing Careers and the Labor Market with Sara Reed 15.05.2022 46:38
Anne Mank, Director of Wealth Coaching and Wealth Advisor at EIG talks with Sara Reed, Career Coach & Founder of Moonstone Coaching and Consulting, to provide background on the current job market and discuss when it's time to re-evaluate your career.
Senior Care Planning with Jenny Wagner and Pam Foti 14.05.2022 44:16
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.
Creating Stronger Bonds with Employees with Jackie Ludwig & Sean Magennis 01.05.2022 49:59
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant .
Disability Insurance and Injury Rehab with Nate Hornung & Diane Gastrow 30.04.2022 42:09
Heather Deat on, CFP®, CSRIC ™, Wealth Advisor talks wit h Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.
Economic Update with Richard Schiller 17.04.2022 44:58
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
Strategic Marketing with Monarch Creative 16.04.2022 46:00
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
Retirement, Next Phase, and True Wealth with Karen Ellenbecker 03.04.2022 47:58
Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
Market Discussion with Jackie Rondini 02.04.2022 45:39
Ellenbecker, EIG Founder & Senior Wealth Advisor sits down wit h Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
Home Buying 101 with Jon Gorey 20.03.2022 47:35
How to be a Savvy home buyer.
Emotional Intelligence with Laura Piotrowski 19.03.2022 43:25
The importance of utilizing emotional intelligence in all areas of your life.
Security and Ransomware with Paul Riedl 06.03.2022 46:51
How to protect your computer.
Follow Up with Jim Temmer 05.03.2022 44:57
Scams and other issues from the pandemic.
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