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

May 15, 2022 46 min
Anne Mank, Director of Wealth Coaching and Wealth Advisor at EIG talks with Sara Reed, Career Coach & Founder of Moonstone Coaching and Consulting, to provide background on the current job market and discuss when it's time to re-evaluate your career.
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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.

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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant.

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Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.

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April 17, 2022 44 min

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.

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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.

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Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.

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Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
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March 20, 2022 47 min

How to be a Savvy home buyer.

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The importance of utilizing emotional intelligence in all areas of your life.

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How to protect your computer.

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March 5, 2022 44 min

Scams and other issues from the pandemic.

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How to remain active and healthy as you age.

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

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Estate plan, government provided or create your own?

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Selling a business and succession planning during the pandemic.

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

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January 22, 2022 45 min

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.

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

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