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.... Show More

Episodes

September 17, 2020 45 min
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Tim Stenger, Partner and Senior Appraiser with Stenger Bischoff to discuss art collections, estate planning and insurance, valuations and more!
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Greg Leon, Owner & Chef of Amilinda, to discuss the impact the pandemic has had on the restaurant industry and how Milwaukee is moving forward.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Hall, author of "Inheriting Clutter: How to Calm the Chaos Your Parents Left Behind", to discuss how to clear out an estate, give peace of mind and honor your loved one's wishes.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has had on start-ups and small businesses along with an in depth look at the Paycheck Protection Plan (PPP).
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about Life, Money and Worth", to discuss managing cash flow during a crisis, the four pillars of financial decision making and how to establish financial stability.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Frank Cumberbatch, Vice President of Engagement with Bader Philanthropies, Inc. about current events and resources for underserved communities in Milwaukee.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jason Grobbel, President of E.W. Grobbel Sons, Inc., about changes to the meat and food industry.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, about business planning.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market conditions and interest rates.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Hernando Garzon, Emergency Medicine Physician, about his expertise with pandemic research and global disaster relief efforts.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Paul Riedl, CEO of River Run, to discuss technology security and protecting your identity.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Nick Jarmusz, AAA Director of Public Affairs – Midwest Region, to discuss the current impact on travel along with safety tips for commuting and planning for future trips.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Diane Gastrow, EIG Director of Insurance Planning, to discuss life, disability and long-term care insurance.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the changes to tax laws during the pandemic. Sandra will discuss the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy during this time.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental health, changing routines and staying connected.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals during pandemic.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning, to discuss how the current events, along with the SECURE Act and CARES Act, are affecting retirement planning.
Share
Mark as Played
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor and licensed clinical therapist for the Office of Violence Prevention, about the impacts on national and local communication and using churches as a resource.
Share
Mark as Played

Chat About Money Sense

Popular Podcasts

Crime Junkie
The Piketon Massacre
The Piketon Massacre
On the night of April 21, 2016 in rural Piketon, Ohio - eight members of the Rhoden family were viciously murdered execution style in their homes. Two years later in 2018, their neighbors, the Wagners, were arrested and charged with committing the largest massacre in Ohio’s history. Shocked by the arrests, this once close-knit and religious community remains divided and unable to cope. Was a respected and reputable Piketon family responsible for this unimaginable murder spree? Our team will examine the deep ties that connected both families. We’ll examine the evidence and possible motives for the crimes. For the first time we’ll speak with townspeople, psychological experts, respected investigators, friends and members of both families. Are the Wagners responsible for the murders, and if convicted, will they be executed? Or is it possible that there is still a murderer at large waiting to kill again?
Dateline NBC
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
    Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

    Connect

    © 2020 iHeartMedia, Inc.