MoneySense Podcast

MoneySense Podcast

Episodes

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
Money Sense - Heart Health in Retirement EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Dr. Anthony DeFranco, MD, Interventional and Preventative Cardiologist at Aurora St. Luke's Medical Center, about how to keep your heart healthy a

September 2, 201844 min

44 min
Money Sense -Arts and Entertainment Karen Ellenbecker is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world. Chip will also tell us about his current exhibit

September 2, 201843 min

43 min
Money Sense-Preparing Your Home to Sell or 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 selling or downsiz

September 2, 201843 min

43 min
Estate Planning for College Students EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Attorney Phil Remmers of Cramer, Multhauf & Hammes, LLP about estate planning for students heading to college. Phil will discuss Powers of Attorney, l

September 2, 201844 min

44 min
Money Sense -Solving the Addiction Crisis in Milwaukee Karen Ellenbecker is joined by Alderman Michael Murphy who represents the 10th District on the Milwaukee Common Council to discuss addiction in Milwaukee. Alderman Murphy will talk through his current

July 22, 201844 min

44 min

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