MoneySense Podcast

MoneySense Podcast

For 25 years, listeners have counted on Karen Ellenbecker and our team of advisors for reliable, relevant information designed to help with life's challenges. Each show includes our wealth advisors giving their own financial perspective and interviews with local and global economists, attorneys, tax and real estate specialists, authors and other special guests.

Episodes

March 17, 2019 41 min
3-17-19 – Gail Rust – Life and Laughter
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3-16-19 – Rich Polimeni – Preparing for College – 529s
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3-3-19 - Wendy Baumann – WWBIC – Women in Business
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3-2-19 – Meghan Davis – Social Aspects of Senior Living
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2-2-19 – Susan Hansen – Collaborative Divorce
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1-27-19 – Adela Schicker and Petr Ludwig – The End of Procrastination
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1-26-19 – Kristin Settle and Claire Koenig – Visit Milwaukee
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February 10, 2019 41 min
12-30-18 – Mike Roth – Economic Update
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Money Sense -Top 10 Dangers and Opportunities for Seniors - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by John O. McManus, Attorney with McManus & Associates.
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Money Sense - Investing in Uncertain Times - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Weston Wellington, Vice President of Dimensional Fund Advisors.
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Money Sense -Savings Bonds - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Jackie Brahney, U.S. Savings Bond expert and Marketing Director for SavingsBonds.com.
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Money Sense - Managing Bonds Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.
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Money Sense -Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.
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Money Sense - Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.
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Money Sense - Memory Care Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the memory care unit of senior communities with Mari Pat McAuliff, Director of Memory Care Services with Capri Senior Communities. Learn what services are available and what can be done to support loved ones when this kind of care is needed
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Bridging the Gap Between Art and Commerce Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world.
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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 relationships as you transition into this phase of life.
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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 relationships as you transition into this phase of life.
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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 touch points provide credibility and value to a business
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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 relationships as you transition into this phase of life
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