Money Sense

How to remain active and healthy as you age.

Lifetime opportunities that COVID has created and where we can launch a business that will make a difference in the world.

Estate plan, government provided or create your own?

Selling a business and succession planning during the pandemic.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Diane Gastrow, EIG Director of Insurance Planning to discuss integrating life, disability income and long-term care insurance coverage as part of your overall financial plan, and coordinating employer-sponsored benefits with individually-owned policies.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dr. Kacie Walter to discuss how to have a healthy New Year.  

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Mike Roth to discuss economic updates.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dick Shiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors to provide an economic update.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Rimas Milaitis, Director of Research at Campbell Newman to discuss economic updates.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc. about her book "The Invisible Patient". Learn more about being a caregiver while still caring for yourself.

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better choices when it comes to decision-making. Learn tools on how to present options to an audience with influence and reasoning.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.

Anne Mank, CFP ® , CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.

Heather Deaton, CFP®, CSRIC ™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor ® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.

Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.

Kristina Schnuckel, CFP ® , AIF ® , EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing , to discuss how and when to start investing in your goals and retirement and the importance of financial education.

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need to know about current travel restrictions and popular destinations.

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, talks with Rev. Maggie Mongan, CEO of Brilliant Breakthroughs, Inc., about the launch of our EIG Wealth Coaching Division, what is means to be a wealth coach and what it means to live a wealth inspired life.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate market, the impact on both sellers and buyers and what is to come for the remainder of 2021.

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.

Heather Deaton, CFP ® , CSRIC ™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan.