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
3-17-19 – Gail Rust – Life and Laughter
Mark as Played
3-16-19 – Rich Polimeni – Preparing for College – 529s
Mark as Played
3-3-19 - Wendy Baumann – WWBIC – Women in Business
Mark as Played
3-2-19 – Meghan Davis – Social Aspects of Senior Living
Mark as Played
2-2-19 – Susan Hansen – Collaborative Divorce
Mark as Played
1-27-19 – Adela Schicker and Petr Ludwig – The End of Procrastination
Mark as Played
1-26-19 – Kristin Settle and Claire Koenig – Visit Milwaukee
Mark as Played
12-30-18 – Mike Roth – Economic Update
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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
Mark as Played
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
Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    BG2Pod with Brad Gerstner and Bill Gurley

    Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious And Charlamagne Tha God!

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.