Money Sense

What if retirement felt more like a graduation rather than an ending? Host Karen Ellenbecker sits down with retirement transition expert Elizabeth Parsons to uncover why so many high achievers “fail” at traditional retirement and how to design a chapter filled with purpose.

In this episode, Elizabeth Parsons, author of "A High Achiever’s Guide to Thriving in Retirement", breaks down the e...

What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil Remmers break down the trustee’s role and explain how to navigate the responsibility with clarity and confidence.

Phil Remmers of Kramer‑Maltoff brings more than 25 years of estate planning experience to the conversation. Together, he and Hea...

In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.

They discuss:

• Why legacy is less about numbers and...

Ever wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building a secure financial future.

In this episode, Anne Lester, a former JP Morgan executive and money mentor, shares her expert advice on transforming your relationship with money. Discover the five-step framework that can help you save for ...

What would happen if tomorrow you became the primary caregiver for a loved one? Most families think they have time, but the reality is caregiving crises hit fast and hard. Today, “Money Sense” host Karen Ellenbecker is joined by Annalee Kruger, founder of Care Right Inc., to discuss why planning ahead is essential.

Annalee shares insight from nearly 30 years of experience helping famil...

When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face.

Tammy breaks down key consideration...

Ever make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion.

On this episode of “Money Sense”, host Karen Ellenbecker sits down with Aja Evans, a board-certified therapist, speaker, and author specializing in financial therapy, to explore the deep connection between money, emotion, and mental health.

Aja shares insights from ...

What makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question.

In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engag...

Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.

In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.

Whether you're a homeown...