MoneySense Podcast

MoneySense Podcast

Episodes

Money Sense - The Retiring Mind Jean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and rel

November 4, 201841 min

41 min
Money Sense -Corporate Education Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Mike Milsted, Managing Partner with LAK Group, to talk about transforming careers by providing employee workshops as a benefit. Jean and Mike will discuss how these

October 28, 201841 min

41 min
Money Sense -The Retiring Mind Jean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and rela

October 28, 201844 min

44 min
Money Sense -Milwaukee Film Festival Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jonathan Jackson, Artistic & Executive Director of Milwaukee Film, to talk about the upcoming 2018 Milwaukee Film Festival from October 18 - Novemb

October 28, 201841 min

41 min
Money Sense -Estate Planning and Gifting Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses estate planning with Bill Lyne, Attorney at Lyne Law Firm, LLC. Learn the importance of reviewing your plan, what is a Lifetime Asset Protection Tr

October 28, 201843 min

43 min
Money Sense - Life, Long Term Care and Burial Insurance Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Insurance Planning, Diane Gastrow, to discuss life and long term care insurance. Learn how to int

October 7, 201842 min

42 min
Money Sense - BBB - Outsmarting Investment Fraud Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses how to be aware of investment frauds and scams with Julie Albrecht, Director of Marketing and Communications with the Better

October 7, 201840 min

40 min
Money Sense- 2018 Medicare Updates Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss

October 7, 201840 min

40 min
Money Sense -2018 Tax Updates Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to update us on 2018 tax reform and discuss how to optimize tax planning strategies for y

October 7, 201838 min

38 min
Money Sense -Four Levels of Care Karen Ellenbecker is joined by Cindy Robinson, Director of Sales & Marketing for Capri Senior Communities, to talk about what four different levels of senior care are available. Cindy will talk to us about what things famil

October 7, 201836 min

36 min

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