Money Sense

Money Sense

Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other interesting guests. Money Sense airs each Saturday at 2pm and Sunday at 12pm on WISN AM 1130. For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.

Episodes

September 17, 2023 39 mins

EIG Wealth Advisor, Kristina Schnuckel interviews Robin Gullborg, Founder of Beyond College Consulting. Robin works with high school students as they formalize their goals for higher education. Kristina and Robin discuss the benefit of specialized consulting services amid the ever-changing landscape of college admissions. ...

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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.

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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.

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September 2, 2023 45 mins

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.  

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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 mark...

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August 19, 2023 43 mins

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 mainta...

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August 6, 2023 45 mins

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.

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August 5, 2023 44 mins

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).

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July 23, 2023 46 mins

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,...

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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.

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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.

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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 pa...

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June 25, 2023 45 mins

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.

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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.

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June 11, 2023 49 mins

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.

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June 10, 2023 45 mins

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.

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June 3, 2023 40 mins

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.

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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!

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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.

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May 13, 2023 43 mins
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.
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