EIG MoneySense Podcast
EIG MoneySense Podcast

EIG MoneySense Podcast

Episodes

Money Sense - College Planning Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, talks with John Hupalo, Founder & CEO of Invite Education to discuss education loan finance and college planning. John will give us tips on how to make your co

Februrary 11, 201825 min

25 min
Money Sense - 2018 Tax Reform Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to breakdown the 2018 tax reform and discuss how to optimize new tax planning strategies for you

Februrary 11, 201844 min

44 min
Money Sense -The Economics of Depression Senior Wealth Advisor, Jean Range, CFP®, discusses the statistics of depression with Aruna Tummala, MD, a board-certified adult and geriatric psychiatrist and founder of Trinergy Center for Integrative Psychiatry in

January 21, 201844 min

44 min
Money Sense - Be Prepared Everyone needs an exit plan of some sort; whether it is for retirement, a business sale, downsizing or transitioning to assisted living.

January 21, 201845 min

45 min
Money Sense - Advisors Who Inspire Confidence Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP®

January 21, 201843 min

43 min
Money Sense -Non-Profit Highlight with Jill Economou. Food Sense -Compound Butter

December 17, 201743 min

43 min
Money Sense - Terry PavlicCFA Talks about the Economic Update. Food Sense -Dijion and Thyme Crusted Salmon

December 17, 201744 min

44 min
Collaborative Divorce Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation. FOODSENSE: Dijon

December 10, 201743 min

43 min
Preparing to Downsize Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of downsizing. FOODSENSE: Steak and Eggs

December 10, 201744 min

44 min
Economic Update Karen Ellenbecker talks with Mike Roth, Founding Principal of Stark Investments, about the current economic status of the market. Mike will give us a year-to-date update and will discuss current market volatility. FOODSENSE: Curried Swee

December 10, 201744 min

44 min

Chat About EIG MoneySense Podcast