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...
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Author
Ellenbecker Investment Group
Category
Podcast website
Latest episode
Oct 7, 2026
Where to listen?
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Episodes
Gear Up for Tax Season - EIG Tax Team Roundtable 10.12.2022 46:24
Sandra Geisler, EIG Director of Tax Planning, sits down with EIG Tax Planning Advisors, Richard Wolosek and Edward Henning, to discuss gearing up for tax season, tax planning strategies, and what's new for 2023.
Stress Management & Gut Health with Jill Butterfield 27.11.2022 42:18
Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of stress management and gut health.
School Systems with Edward Deshazer 26.11.2022 45:47
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current state of our school systems as well as paths that students can take upon graduation.
Market Discussion with Jackie Rondini 12.11.2022 45:18
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market and what's ahead in 2023.
Divorce Money Guide with Tracy Coenen 30.10.2022 43:26
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Aqua Therapups with Becky Pease 29.10.2022 47:44
Join Sara McGuire, EIG Marketing Director, as she speaks with Becky Pease, owner of Aqua Therapups, about how living with pets affects our health, well-being, and finances.
Quiet Quitting with Matt Spielman 16.10.2022 45:23
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Matt Spielman, Chief Performance Officer and Head Coach at Inflection Point Partners, to discuss the importance of trusting your instincts in your career. Uncover how employers can recognize when employees start demonstrating quiet quitting and should revitalize their teams.
Smart Moves with Melinda Stuart 02.10.2022 44:58
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of getting organized whether you are considering selling your home or trying to make things easier for your children.
Open Enrollment with Jim Larson 01.10.2022 44:52
Medicare open enrollment is right around the corner. Jean Range, EIG Senior Wealth Advisor, is joined by Jim Larson, Licensed Insurance Agent & Executive Sales Leader at Health Markets, for a timely conversation to help you better understand what open enrollment means for you.
The Invisible Patient with Annalee Krueger 19.09.2022 45:05
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.
Who Could Have Imagined with Dr. Aliette St. Hilaire 18.09.2022 44:43
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.
Health and Fitness with Shannon Vick 04.09.2022 40:21
Heather Deaton, Wealth Advisor at EIG , sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead him into this profession, the importance of health and fitness, and self defense strategies.
Professional Burnout with Dr. Jack Singer 03.09.2022 45:58
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.
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.
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