Money Sense

Money Sense

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

May 3, 2021 39 min
Julie Ellenbecker-Lipsky, CFP?, CDFA?, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their mission as well as resources and mentorship programs for business owners and entrepreneurs.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival hosted from May 6-20. Cara will talk through some film highlights and how to participate this year.
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Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic Investment Advisors, to discuss bond management and their current market outlook.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of EIG and financial planning through the different ages and stages of your life.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning tool through all of the stages of life.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O’Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of loans and HELOCs in your financial plan.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.
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Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
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