Money Sense

Setting Kids Up for Financial Success

Ellenbecker Investment Group — Tue, 14 Apr 2026 00:15:00 +0000

How do you raise kids who feel confident making money decisions?

In this episode, wealth advisors Kristina Schnuckel and Heather Deaton share how their own families have approached allowances, saving, and early financial decisions, alongside what they see working with clients and their kids.

00:00 Raising Money-Confident Kids
05:00 Allowances, Chores, and Teaching Kids Financial Responsibility
09:15 Savings vs. Spending and Building Impulse Control
13:00 Teaching Kids About Charitable Giving and Family Values
14:10 Helping Kids Understand Money Through Cash Flow and Spending Awareness
26:00 Savings, Investing, and Financial Accounts for Kids
36:45 Launching Kids into Adulthood with Financial Confidence

#MoneySensePodcast #FinancialPlanning #MoneyLessonsForKids #KidsAndMoney #TeachingKidsAboutMoney #RaisingMoneyConfidentKids #FinancialParenting

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Mortgage Planning in a High-Rate Environment

Ellenbecker Investment Group — Tue, 07 Apr 2026 00:15:00 +0000

Mortgage rates may be higher than what many homeowners and buyers have grown used to in recent years, but thoughtful planning can still open the door to smart opportunities.

In this episode, wealth advisors Jamie Williams and Tammy Niemann explore today’s mortgage landscape and how it fits into your overall financial plan, drawing on Tammy’s deep lending background and Jamie’s planning‑first perspective.

Mortgage Lending Then vs. Now
Understanding Today’s Interest Rate Environment
Mortgage Options and Borrowing Strategies
Credit, Income, and Mortgage Approval
Specialized Lending: Second Homes, Construction, and Renovations
Home Equity Lines of Credit
Integrating Mortgage Decisions into Financial Planning

#MoneySensePodcast #MortgagePlanning #FinancialPlanning #RealEstateStrategy #FiduciaryAdvice #WealthPlanning #Homeownership #InterestRates #SmarterBorrowing #EllenbeckerInvestmentGroup

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Q1 2026 Economic Update & Outlook

Ellenbecker Investment Group — Tue, 31 Mar 2026 00:15:00 +0000

Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate cuts may be fewer than expected, and where volatility creates both risk and opportunity.

00:00 Welcome to Money Sense
02:04 Q1 2026 Market Overview
06:34 Why AI Is Driving Market Volatility
15:55 Iran, Oil Shocks & Global Market Impact
21:03 The Fog of War: Headlines vs Reality
23:32 Interest Rates & Fed Cuts in 2026
24:46 AI Winners, Losers & Valuation Shifts
29:39 Understanding Private Credit
37:47 How Today’s Economy Affects Everyday Life

#MarketOutlook #EconomicUpdate #Inflation #InterestRates #FederalReserve #Geopolitics #OilPrices #AIInvesting #ArtificialIntelligence #StockMarket #WealthManagement #FinancialPlanning #PrivateCredit #MarketVolatility #MoneySensePodcast

Legacy Planning Made Simple for Every Family

Ellenbecker Investment Group — Tue, 24 Mar 2026 00:15:00 +0000

Take the mystery out of legacy planning, no matter your age or stage. Estate planning attorney Erick Fabyan breaks down the conversations, documents, and decisions families should consider before they matter.

From wills and trusts to beneficiary designations, powers of attorney, family conversations, and end‑of‑life instructions, this episode offers a practical roadmap for beginning—or updating—your estate plan. Jamie and Eric also share real stories and clear examples that reveal why planning early matters, how to avoid common mistakes, and the small steps that provide major peace of mind.

What We Cover:
✅ Why every adult needs basic estate planning documents
✅ The difference between wills and trusts (and why most families benefit from a trust)
✅ How beneficiary designations work—and the pitfalls to avoid
✅ Choosing powers of attorney for financial and medical decisions
✅ Keeping your documents current and aligned with your wishes
✅ Planning for funeral expenses and ensuring liquidity
✅ How to structure family conversations that prevent conflict
✅ Digital legacy planning (passwords, online accounts, phone access & more)

Whether you're planning for your own future or helping aging parents, this conversation will help you take the next right step with confidence.

#EstatePlanning #LegacyPlanning #FinancialPlanning #EndOfLifePlanning #TrustsAndWills #BeneficiaryDesignations #PowersOfAttorney #FamilyFinances #FinancialWellbeing #MoneySensePodcast #EIG #EllenbeckerInvestmentGroup #FinancialEducation

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Tax Planning as a Cornerstone of Financial Wellness

Ellenbecker Investment Group — Tue, 17 Mar 2026 00:15:00 +0000

Tax planning plays a critical role in financial success. In this episode of Money Sense, Karen Ellenbecker sits down with Sandra Geisler, Director of Tax Planning at Ellenbecker Investment Group, to explore how thoughtful tax decisions today can strengthen your retirement, reduce surprises, and help your money work smarter for you.

Karen and Sandra break down 2026 tax law changes, the importance of planning ahead, and the strategies retirees often overlook. They also share how to strategically manage Required Minimum Distributions (RMDs), use Roth IRAs and tax‑efficient accounts to your advantage, and apply gifting rules to protect your estate and support the causes you care about.

Why does this matter? Because without proactive planning, you risk higher taxes and a less efficient path toward the legacy you hope to leave.

#TaxPlanning #TaxStrategy #RetirementPlanning #TaxAdvice #SocialSecurityPlanning #RMDPlanning #QCDs #2026TaxChanges #WealthManagement #MoneySensePodcast

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Mortgages Made Simple for Today’s Homebuyers

Ellenbecker Investment Group — Tue, 10 Mar 2026 00:15:00 +0000

If the mortgage process feels overwhelming, you’re not alone. Wealth Advisor Kristina Schnuckel and Loan Officer Ben Revak join Money Sense to simplify rates, lenders, and the steps every buyer should understand before making an offer.

Together, they break down the key differences between purchases and refinances, why transparency from your lender matters, how rate locks actually work, and the questions every borrower should ask to avoid last‑minute stress at closing. Ben also shares his educational approach, the importance of selecting the right loan officer, and the biggest mistakes he sees homebuyers make, plus how to prevent them.

Connect with Ben Revak at Ben@ProVisor.com or provisor.com/team/ben-revak.

#MortgageEducation #HomebuyingTips #MortgageAdvice #MoneySensePodcast #EIG

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Finding the Right Home in Any Market

Ellenbecker Investment Group — Tue, 03 Mar 2026 06:15:00 +0000

In a market where nothing seems available, this episode breaks down how people are still finding the right home and the strategies that make it possible.

Karen Ellenbecker sits down with Shorewest Realtor Beth Jaworski for a conversation about today’s housing reality: tight inventory, a shortage of condos, and the wave of apartment development that’s reshaping options for buyers and downsizers alike. Beth explains what’s driving the shortage and why so many would‑be sellers feel “stuck,” then shares practical ways to create flexibility like using a home‑equity line of credit to buy first and sell second, staging for maximum return, and timing your move to reduce stress.

You’ll learn what buyers prioritize today, the simple updates that make the biggest difference, and the offer strategies that help you compete in a fast‑moving market. We also talk about building the right team, from decluttering support to contractors and lenders, and why preparation is the key to successful buying and selling in any season.

Connect with Beth Jaworski at bjaworski@shorewest.com or visit bethjaworski.com for additional resources and listings.

#RealEstateTips #HousingMarket2026 #HomeBuyingAdvice #DownsizingJourney #WisconsinRealEstate #MoneySensePodcast #EIG #HomeSellingTips

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Q1 2026 Bond Market Update

Ellenbecker Investment Group — Tue, 24 Feb 2026 00:15:00 +0000

In this episode, wealth advisor Jamie Williams is joined by Dick Schiller of Pavlic Investment Advisors for a clear look at the fixed income landscape in early 2026.

Together, they break down how today’s bond ladders are structured, what yields look like across one‑ to ten‑year maturities, and why reinvestment and interest‑rate risk feel different than they did just a few years ago. Jamie and Dick also highlight how the broader market backdrop supports the case for high‑quality bonds and how a thoughtful allocation can help protect five to six years of income needs.

They discuss:

Current yield ranges across one‑ to ten‑year investment‑grade corporate bonds
Why bond ladders help stabilize plans in a shifting rate environment
How reinvestment risk affects CDs and money markets
The difference between individual bonds and bond funds
How to evaluate quality when selecting fixed income holdings
How fixed income supports a balanced allocation as volatility returns

Register for our March 12th webinar on travel insurance here: bit.ly/4ccSKga

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Thriving in Your Retirement Years

Ellenbecker Investment Group — Tue, 17 Feb 2026 00:15:00 +0000

What if retirement felt more like a graduation rather than an ending? Host Karen Ellenbecker sits down with retirement transition expert Elizabeth Parsons to uncover why so many high achievers “fail” at traditional retirement and how to design a chapter filled with purpose.

In this episode, Elizabeth Parsons, author of "A High Achiever’s Guide to Thriving in Retirement", breaks down the emotional and identity shifts that often catch people off guard. She explains why financial readiness is only one piece of the puzzle and shares practical strategies for building community, redefining daily structure, and experimenting with new roles that keep life meaningful and energizing.

Karen Ellenbecker also reflects on her own journey, including her attempt at a traditional Florida retirement, the loss of structure that surprised her, and the joy she rediscovered through writing, philanthropy, travel, and staying intellectually active. Their conversation offers an honest look at what retirement can feel like behind the scenes and how to create a life that continues to grow, stretch, and inspire you.

To learn more, visit highachieverretirement.com, connect with Elizabeth on LinkedIn by searching Elizabeth Zelinka Parsons, or explore her book "A High Achiever’s Guide to Thriving in Retirement", available online and through major book retailers.

#RetirementRedefined #PurposefulLiving #ThrivingInRetirement #NextChapter #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Estate Planning: The Trustee's Role Explained

Ellenbecker Investment Group — Tue, 10 Feb 2026 00:15:00 +0000

What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil Remmers break down the trustee’s role and explain how to navigate the responsibility with clarity and confidence.

Phil Remmers of Kramer‑Maltoff brings more than 25 years of estate planning experience to the conversation. Together, he and Heather walk through the practical steps every trustee must address—from gathering documents and organizing assets to managing real estate, distributing personal property, and working with advisors.

Listeners will also learn how to choose the right trustee, what qualities matter most, and how to prepare loved ones in advance. Phil explains trustee liability, communication best practices, and how to wrap up an estate cleanly through accountings, receipts, releases, and final tax filings.

To learn more about Phil Remmers and his work, contact him at pjr@cmlawgroup.com or 262‑542‑4278.

#EstatePlanning #TrusteeDuties #FinancialPlanning #LegacyPlanning #WealthTransfer #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Generational Wealth Building for Your Family

Ellenbecker Investment Group — Tue, 03 Feb 2026 00:15:00 +0000

In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.

They discuss:

Why legacy is less about numbers and more about values
How different generations think about saving, giving, and financial security
The rising trend of lifetime gifting and why more parents are helping adult children earlier
The importance of modeling healthy financial behaviors
Why family conversations around money matter, and how to start them
How EIG’s Wealth Seed initiative supports emerging investors

Whether you’re thinking about your own legacy, supporting adult children, or finding ways to empower the next generation, this episode offers personal stories, practical insights, and actionable steps to help your family talk more openly about wealth and values.

#GenerationalWealth #LegacyPlanning #FamilyFinance #EIG #MoneySensePodcast #FinancialEducation #WealthSeed #FinancialConfidence #EmergingInvestors

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Simple Steps to Secure Your Future

Ellenbecker Investment Group — Tue, 27 Jan 2026 00:15:00 +0000

Ever wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building a secure financial future.

In this episode, Anne Lester, a former JP Morgan executive and money mentor, shares her expert advice on transforming your relationship with money. Discover the five-step framework that can help you save for a rainy day, manage debt, and maximize your retirement savings.

For more information, visit https://annelester.com/ or check out her award-winning book “Your Best Financial Life". It’s available in stores and through online retailers like Amazon.

#FinancialFuture #MoneyMatters #MoneyManagement #FinancialAdvice #SecureFuture #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Planning Ahead for Caregiving Needs

Ellenbecker Investment Group — Tue, 20 Jan 2026 00:15:00 +0000

What would happen if tomorrow you became the primary caregiver for a loved one? Most families think they have time, but the reality is caregiving crises hit fast and hard. Today, “Money Sense” host Karen Ellenbecker is joined by Annalee Kruger, founder of Care Right Inc., to discuss why planning ahead is essential.

Annalee shares insight from nearly 30 years of experience helping families plan for aging, dementia, and long-term care. She breaks down the emotional, financial, and physical costs of caregiving, the complexities of caring for loved ones with dementia, and how families can plan for aging parents while also protecting their own future care needs. The conversation also addresses the challenge of balancing caregiving responsibilities with careers and family life.

For more information, visit www.carerightinc.com or check out Annalee’s book “The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers”. It’s available in stores and through online retailers like Amazon.

#Caregiving #AgingPlanning #DementiaCare #LongTermCare #FinancialPlanning #MoneySensePodcast #EIG #Wealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Real Estate Decisions in Retirement: Sell or Stay?

Ellenbecker Investment Group — Tue, 13 Jan 2026 00:15:00 +0000

When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face.

Tammy breaks down key considerations retirees should evaluate, including the pros and cons of downsizing, the financial and lifestyle impact of relocating, and when staying put may make the most sense. The conversation also covers topics such as reverse mortgages, housing market dynamics, and how real estate decisions can affect cash flow, taxes, and long-term planning.

Listeners will gain clarity on how to align housing choices with personal values, lifestyle goals, and overall retirement plans, so decisions feel intentional, informed, and confident rather than overwhelming.

#RetirementPlanning #RealEstateInRetirement #Downsizing #WealthPlanning #FinancialDecisions #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

Untangle Your Emotions from Your Money

Ellenbecker Investment Group — Tue, 06 Jan 2026 00:15:00 +0000

Ever make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion.

In this episode, host Karen Ellenbecker sits down with Aja Evans, a board-certified therapist, speaker, and author specializing in financial therapy, to explore the deep connection between money, emotion, and mental health.

Aja shares insights from her own financial awakening and explains how financial therapy can help individuals and families navigate the stress, shame, and patterns that influence financial decisions. She also discusses practical steps for couples to communicate about money, build trust, and create healthy financial habits together.

Listeners will learn how to identify emotional triggers around money, understand the impact of chronic stress on financial and personal well-being, and take actionable steps to develop a healthier relationship with their finances.

Aja's book, “Feel Good Finance”, is available now and offers tools to reflect on money habits, understand money narratives from childhood, and begin untangling emotions from financial decisions. You can find it at ajaevanscounseling.com or in stores and online retailers like Amazon.

#FinancialTherapy #MoneyMindset #MentalHealth #WealthWellness #FinancialWellness #MoneySensePodcast #FeelGoodFinance

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

How To Create A Winning Culture in Your Business

Ellenbecker Investment Group — Sun, 07 Dec 2025 06:00:00 +0000

What makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question.

In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engagement can drive meaningful growth and success.

Perfect for business leaders and team members looking to enhance their workplace environment.

Real Estate in Your Financial Plan

Ellenbecker Investment Group — Sat, 06 Dec 2025 06:00:00 +0000

Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.

In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.

Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders.

Finding Gratitude

Ellenbecker Investment Group — Sun, 23 Nov 2025 06:00:00 +0000

Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone.

The Rising Cost of College & The Appeal of Trades

Ellenbecker Investment Group — Sat, 22 Nov 2025 06:00:00 +0000

Thinking abouot your child's education options? Karen Ellenbecker and Chris McGee discuss smart savings strategies and career trends.

OBBBA: What to Know Before Year-End

Ellenbecker Investment Group — Sun, 09 Nov 2025 06:00:00 +0000

In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act.

Market Update

Ellenbecker Investment Group — Sat, 08 Nov 2025 06:00:00 +0000

Wealth Advisor Jamie Williams and CEO of Capital Market Consultants Barry Mendelson unpack the market from economic shifts to tech and AI trends, sector performance, and why gold is on the rise.

Transparent Mortgage Solutions

Ellenbecker Investment Group — Sun, 26 Oct 2025 06:00:00 +0000

Buying a home doesn’t have to be overwhelming. In this episode, Kristina Schnuckel, Wealth Advisor, teams up with mortgage expert Ben Revak from ProVisor, Inc. to break down the home loan process. Learn how transparency and expert guidance can make securing a mortgage stress-free for every homebuyer.

Technology Trends and Transformation

Ellenbecker Investment Group — Sat, 25 Oct 2025 06:00:00 +0000

How did the pandemic accelerate tech innovation, and what does that mean for businesses today? Join Karen Ellenbecker, Founder & Senior Wealth Advisor, as she sits down with strategic AI advisor Dan Burrus to explore the latest technology trends shaping industries.

Empty Nesting: Redefining Roles and Relationships

Ellenbecker Investment Group — Sun, 12 Oct 2025 06:00:00 +0000

Discover how parents can gracefully transition into the empty nest phase in this episode featuring Corporate Wellness Consultant Jill Butterfield.

Estate Planning: The Role of a Trustee

Ellenbecker Investment Group — Sat, 11 Oct 2025 06:00:00 +0000

What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in this episode

Mastering Medicare

Ellenbecker Investment Group — Sun, 28 Sep 2025 06:00:00 +0000

If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent Insurance Agent, to break down what you really need to know—whether you're approaching retirement or helping a loved one navigate coverage.

AI Scams

Ellenbecker Investment Group — Sat, 27 Sep 2025 06:00:00 +0000

Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor Heather Deaton, featuring Financial Crimes Investigator April DeValkaenare.

Insurance Through The Storms

Ellenbecker Investment Group — Sun, 14 Sep 2025 11:02:00 +0000

Host Kristina Schnuckel is joined by Kim Acheson and MK Christensen of Robertson Ryan Insurance to discuss how recent flooding in Southeastern Wisconsin underscores the need for strong insurance coverage. They share practical tips to help you stay protected through life's unexpected storms.

Charitable Giving After OBBBA Reform

Ellenbecker Investment Group — Sat, 13 Sep 2025 10:57:00 +0000

In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.

The Wizard of Finance: Unmasking Market Myths

Ellenbecker Investment Group — Sun, 31 Aug 2025 11:24:00 +0000

Join us as Mike Roth, President of Black Maple Capital, unravels the complexities of the financial world through the lens of 'The Wizard of Oz', exploring the realities behind market perceptions and economic myths.

Art & Estate: Planning Your Legacy

Ellenbecker Investment Group — Sat, 30 Aug 2025 11:15:00 +0000

Karen Ellenbecker, Phil Remmers, Attorney and Partner at Cramer Multhauf, and Alan Perlstein, CEO of Lily Pad Art Gallery, Delve into the art of collecting and preserving valuable pieces, offering insights on estate planning and the emotional connections behind cherished artworks.

Real Estate Rundown

Ellenbecker Investment Group — Sun, 17 Aug 2025 11:38:00 +0000

Wealth Advisor, Jamie Williams sits down with Dr. Glenn R. Mueller, PhD, Professor Emeritus and Real Estate Expert at the University of Denver. Together, they explore the evolving landscape of real estate, from the impact of COVID-19 on property types to the intricacies of REIT investments.

Navigating the Job Search

Ellenbecker Investment Group — Sat, 16 Aug 2025 11:35:00 +0000

Join Cara Olson, EIG's Chief People Officer, as she chats with Sara Reed, Founder of Moonstone Coaching and Consulting. They delve into the emotional and technological shifts in today's job market, offering insights on using AI for job research and the power of personal networks.

One Big Beautiful Bill Act

Ellenbecker Investment Group — Sun, 03 Aug 2025 11:35:00 +0000

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, as she talks with EIG Tax Planning Advisor, Catherine Watson, about the tax implications you need to know from the recently passed One Big Beautiful Bill Act.

Investing 101

Ellenbecker Investment Group — Sat, 02 Aug 2025 11:30:00 +0000

Join Tammy Niemann, EIG Wealth Advisor, and Kristina Schnuckel, EIG Wealth Advisor and Director of Client Experience, and take the first step toward financial confidence with our Investing 101 Seminar. Learn the essentials of building a portfolio, understanding accounts, and planning for the future.

Workers Compensation

Ellenbecker Investment Group — Sun, 20 Jul 2025 11:01:00 +0000

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Margaret Krei from Scopelitus Law Firm as they dive into the world of workers' compensation with practical tips and real-life stories to help both employers and employees stay safe and informed.

Conservative Healthcare

Ellenbecker Investment Group — Sat, 19 Jul 2025 11:55:00 +0000

Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Dr. Travis Walters from Catalyst Wellness about the importance of a holistic approach to treatment, the significance of understanding one's body, preventing injuries, and the impact of diet on overall well-being.

Choosing Long-Term Care

Ellenbecker Investment Group — Sun, 06 Jul 2025 11:46:00 +0000

Tune in as Jenny Wagner from Vesta Senior Network joins EIG Wealth Advisor Kristina Schnuckel and Insurance Liaison Evan Brown to unpack the journey of senior care—from home help to care centers, costs, insurance options, and how to make the most of Medicaid. It’s a powerful conversation every family should hear.

Q2 Bond and Stock Market Review

Ellenbecker Investment Group — Sat, 05 Jul 2025 11:55:00 +0000

Tune in to hear Jamie Williams, EIG Wealth Advisor, and Dick Schiller of Pavlic Investment Advisors talk about recent trends in the stock and bond markets including interest rate movements, the bond vigilantes, stock sector performance, and how financial planning brings it all together.

The Four Ts of Charitable Giving

Ellenbecker Investment Group — Sun, 22 Jun 2025 11:24:00 +0000

Learn about different ways to support and get involved in nonprofits and give back to the community.

Hosted by: Jamie Williams, EIG Wealth Advisor

Featuring: Heather Deaton, EIG Wealth Advisor

Real Estate Update

Ellenbecker Investment Group — Sat, 21 Jun 2025 11:17:00 +0000

Hear tips to think about when buying or selling a home.

Hosted by: Tammy Niemann, EIG Wealth Advisor

Featuring: Doug & Lori Larson, First Weber Real Estate

100-Year Lifestyle

Ellenbecker Investment Group — Sun, 25 May 2025 11:48:00 +0000

Learn about the 100-year lifestyle, strategies for healthy living.

Hosted by: Tammy Niemann, EIG Wealth Advisor

Featuring: Dr. Loni McClellan, North Point Chiropractic

Estate Cleanout

Ellenbecker Investment Group — Sat, 10 May 2025 10:55:00 +0000

Learn tips to use when cleaning out estates such as recycling, donating items, estate sales, and more!

Hosted by: Heather Deaton, EIG Wealth Advisor

Featuring: Mindy Farrell, Treasured Estates

Social Security Benefits

Ellenbecker Investment Group — Sun, 27 Apr 2025 10:59:00 +0000

Discoveer the retirement benefits of Social Security.

Hosted by: Jean Range, EIG Senior Wealth Advisor

Featuring: Elida Elizondo, Public Affairs Specialist - Social Security Administration

Recruitment Strategies

Ellenbecker Investment Group — Sat, 26 Apr 2025 10:51:00 +0000

Learn how to identify and attract the right candidates to hire.

Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor

Featuring: Scott Seefeld, President & Jonathan Reynolds, CEO - Titus Talent Strategies

Market & Economic Update 4.20.25

Ellenbecker Investment Group — Sun, 20 Apr 2025 11:42:00 +0000

Gain insight into the strategy behind President Trump's economic decisions to better understand current market shifts, even amid uncertainty.

Identity Theft

Ellenbecker Investment Group — Sun, 13 Apr 2025 11:27:00 +0000

Knowledge is power - educate yourself to prevent against identity theft.

Hosted by: Jamie Williams, EIG Wealth Advisor

Featuring: Ben Merens, Outreach Specialist, DATCP

Market & Economic Update

Ellenbecker Investment Group — Sat, 12 Apr 2025 11:25:00 +0000

Understand the ‘why’ behind current shifts in today’s market. While we may not always agree with the decisions being made, this show offers insight into the strategy behind President Trump’s economic moves and helps us navigate theses times with greater awareness even when the path feels uncertain.

Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor

Featuring: Barry Mendelson, CEO of Capital Market Consultants, Inc.

Technology Trends

Ellenbecker Investment Group — Sun, 30 Mar 2025 11:01:00 +0000

Learn about top technology trends and the benefits of AI.

Hosted by: Karen Ellenbecker, Founder & Senior Wealth Advisor

Featuring: Dan Burrus, Leading Technology Futurist, Strategic Advisor, & Disruptive Innovation Expert

Spring Clean Your Finances

Ellenbecker Investment Group — Sun, 16 Mar 2025 11:01:00 +0000

Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating spending plans.

Hosted by: Jamie Williams, Wealth Advisor

Featuring: Heather Deaton, Wealth Advisor

Bond Market

Ellenbecker Investment Group — Sat, 15 Mar 2025 11:59:00 +0000

Hear about the current trends in the bond market.

Hosted by: Jamie Williams, Wealth Advisor

Featuring Dick Schiller, CFA, CPA

Thriving in Retirement

Ellenbecker Investment Group — Sun, 02 Mar 2025 12:06:00 +0000

Guidance on how to navigate through the life transition of retirement with purpose and confidence.

Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor

Featuring: Elizabeth Zelinka Parsons, Retirement Transition Expert & Author

Winter Blues

Ellenbecker Investment Group — Sat, 01 Feb 2025 12:36:00 +0000

Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Jill Butterfield MS, ATRL-BC, Wellness Consultant & Author, about understanding and managing the winter blues.

Tech Trends for 2025

Ellenbecker Investment Group — Sun, 19 Jan 2025 12:58:00 +0000

Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talks with Daniel Burrus, Leading Technology Futurist, Strategic Advisor, and Disruptive Innovation Expert, about how top technology trends are shaping 2025 and beyond.

Feel Good Finance

Ellenbecker Investment Group — Sat, 18 Jan 2025 12:32:00 +0000

Listen to hear Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talk with Aja Evans, Financial Therapist, Consultant & Author, about how to navigate emotions around finances and the importance of having financial conversations with loved ones.

Divorce Mediation

Ellenbecker Investment Group — Sun, 05 Jan 2025 12:57:00 +0000

Julie Ellenbecker-Lipsky, President & Senior Wealth Advisor at EIG, sits down with Susan Hansen, Collaborative Lawyer and Mediator and Hansen & Hildebrand, S.C., to discuss ways that couples can stay connected and communicate efficiently while navgating through a divorce.

College Savings & Gifting Options

Ellenbecker Investment Group — Sat, 04 Jan 2025 12:04:00 +0000

Join Heather Deaton, EIG Wealth Advisor, as she talks with Chris McGee, Chair of the College Savings Foundation, about how parents and their high school students are saving for a higher education including gifting options that are growing in popularity.

Aging Parents

Ellenbecker Investment Group — Sun, 08 Dec 2024 12:32:00 +0000

Jamie Williams, Wealth Advisor at EIG, sits down with Annalee Kruger, Founder of Care Right Inc., to discuss care options for your loved ones as they age, and technology to assist the elderly to live at home safely for longer.

Estate Planning

Ellenbecker Investment Group — Sat, 07 Dec 2024 12:28:00 +0000

Join Heather Deaton, EIG Wealth Advisor, as she talks with Phil Remmers, Attorney at Cramer Multhauf LLP, about the importance of having a customized estate plan to protect your legacy.

Charitable Giving

Ellenbecker Investment Group — Sun, 24 Nov 2024 12:00:00 +0000

Jill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations.

Holiday Scams

Ellenbecker Investment Group — Sat, 23 Nov 2024 12:57:00 +0000

Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business Services, about the latest cybersecurity threats and holiday scams and how to avoid falling victim to one of these attacks.

Pushing To The Front

Ellenbecker Investment Group — Sun, 10 Nov 2024 12:29:00 +0000

Kristina Schnuckel, EIG Wealth Advisor & Director of Client Experience, sits down with Melissa Whitaker, Author, CEO & Founder of Melissa Whitaker International, to discuss how to position your company to become unstoppable.

Guidance Through a Dementia Diagnosis

Ellenbecker Investment Group — Sun, 27 Oct 2024 11:40:00 +0000

Tammy Niemann, EIG Wealth Advisor, sits down with Dr. Macie Smith, Author & Licensed Social Worker, and Jenny Wagner, Elder Care Consultant & Co-Owner of Vesta Senior Network to discuss supportive options for families caring for a loved one with dementia.

Insurance

Ellenbecker Investment Group — Sat, 26 Oct 2024 11:30:00 +0000

Join Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at Robertson Ryan Insurance about property & casualty insurance.

Risk & Return

Ellenbecker Investment Group — Sun, 13 Oct 2024 11:47:00 +0000

Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter.

How to Not Ruin Your Kids with Money

Ellenbecker Investment Group — Sat, 12 Oct 2024 11:43:00 +0000

Heather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude.

Tax Talk Election Edition

Ellenbecker Investment Group — Sun, 29 Sep 2024 11:57:00 +0000

Join the EIG tax team as they explore tax proposals for each presidential candidate while embracing an eventual sunset of current tax law as we know it.

Medicare - 2024

Ellenbecker Investment Group — Sun, 15 Sep 2024 11:53:00 +0000

Join Jean Range, Senior Wealth Advisor at EIG, as she talks with Jim Larson, licensed insurance agent & producer at HealthMarkets, about how to make informed decisions regarding your healthcare coverage.

Pillows with Wings

Ellenbecker Investment Group — Sat, 14 Sep 2024 11:49:00 +0000

Jill Economou, EIG Director of Community Relations, guest hosts Money Sense to have a discussion with Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, about the impact of Pillows with Wings to area children.

Market Cycle Monitor & Forecast

Ellenbecker Investment Group — Sun, 01 Sep 2024 11:35:00 +0000

Jamie Williams, EIG Wealth Advisor, sits down with Dr. Glenn Mueller, Professor at Franklin L. Burns School of Real Estate & Construction Management, University of Denver to discuss the current state of real estate markets.

Importance of Boards

Ellenbecker Investment Group — Sun, 18 Aug 2024 12:12:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Karen Hung, Founder & CEO of Silver Rock Consulting, to discuss how boards play an essential role in organizations.

Bond Market

Ellenbecker Investment Group — Sat, 17 Aug 2024 12:04:00 +0000

Join Jamie Williams, Wealth Advisor at EIG, as he talks with Dick Schiller, CFA, CPA of Pavlic Investment Advisors, Inc. about the current trends in the bond market.

Family Caregiving & Dementia Cruise

Ellenbecker Investment Group — Sun, 04 Aug 2024 20:07:00 +0000

Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia.

Funeral Planning

Ellenbecker Investment Group — Sat, 03 Aug 2024 20:10:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts.

Energy Costs

Ellenbecker Investment Group — Sun, 21 Jul 2024 12:34:00 +0000

Heather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price increases, ways to save on utility bills, and the importance of advocacy for residents and small businesses.

How to Spend Your 529

Ellenbecker Investment Group — Sat, 20 Jul 2024 12:31:00 +0000

Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible expense options.

Retirement Panel

Ellenbecker Investment Group — Sun, 07 Jul 2024 12:36:00 +0000

Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on the journey from work to retirement.

Planning Your Final Wishes

Ellenbecker Investment Group — Sat, 06 Jul 2024 12:32:00 +0000

Heather Deaton, EIG Wealth Advisor, sits down with Shantell Riley, end-of-life doula, certified grief counselor and founder of Dignity With Departure LLC, to discuss how to have family conversations about your final wishes.

Investing in U.S. Financial History

Ellenbecker Investment Group — Sun, 23 Jun 2024 13:40:00 +0000

Listen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and some of the biggest lessons we’ve learned along the way.

Discover EIG Tax

Ellenbecker Investment Group — Sat, 22 Jun 2024 13:37:00 +0000

Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon.

The Leadership Conversation

Ellenbecker Investment Group — Sun, 09 Jun 2024 13:44:00 +0000

Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the right talent and developing strong leaders.

The Magical Place We Call School

Ellenbecker Investment Group — Sun, 26 May 2024 10:50:00 +0000

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Kathy Corley, Author & Principal of Red Cedar Elementary School, discuss how schools can best support their students and how the school environment impacts student behavior.

Your Best Financial Life

Ellenbecker Investment Group — Sat, 25 May 2024 10:45:00 +0000

Heather Deaton, EIG Wealth Advisor, talks with Anne Lester, Author of Your Best Financial Life: Save Smart Now For The Future Your Want, about ways younger savers can find long-term savings success by overcoming their behavioral biases.

FAFSA & Scholarships

Ellenbecker Investment Group — Sun, 12 May 2024 14:58:00 +0000

Listen to hear Heather Deaton, EIG Wealth Advisor, talk with James Lewis, President & Co-founder of The National Society of High School Scholars (NSHSS), about FAFSA processing delays and using the time to focus on scholarships.

Better Business Bureau

Ellenbecker Investment Group — Sat, 11 May 2024 14:54:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Temmer, President & CEO of Better Business Bureau of Wisconsin, about the many ways that BBB advocates for businesses and consumers.

Quality of Life

Ellenbecker Investment Group — Sun, 28 Apr 2024 15:09:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Michael Connelly about the importance of understanding your healthcare options and making decisions that maintain quality of life.

Green Burials

Ellenbecker Investment Group — Sat, 27 Apr 2024 15:14:00 +0000

Listen to hear Heather Deaton, EIG Wealth Advisor, talk with Jason Seymour, President of Forest Home Cemetery, to discuss burial trends, traditions, and the evolution of green burials.

There is Another Way to Happiness

Ellenbecker Investment Group — Sun, 14 Apr 2024 16:46:00 +0000

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Ski Chilton, as they discuss his book and a transformative 4-step journey to happiness.

Investment Research

Ellenbecker Investment Group — Sat, 13 Apr 2024 16:42:00 +0000

Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios.

Manage Promises Not People

Ellenbecker Investment Group — Sun, 31 Mar 2024 17:57:00 +0000

Listen to hear Cara Olson, EIG Chief People Officer, talk with Eric Papp, Founder of Agape Leadership and Author, talk about his book and ways to cultivate trust.

The Future of Technology

Ellenbecker Investment Group — Sat, 30 Mar 2024 17:50:00 +0000

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence and the impact it is having on the world.

Spring Housing Market

Ellenbecker Investment Group — Sun, 17 Mar 2024 14:48:00 +0000

Listen to hear Tammy Niemann, EIG Wealth Advisor, talk with her guest Emily Mattson, realtor with First Weber, Inc, to provide insights into buying and selling your home.

Business Builders

Ellenbecker Investment Group — Sat, 16 Mar 2024 14:41:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dan Adams, Founder & President of The AIM Institute and author of Business Builders, about how to become an admired and trusted corporate leader.

2023 Market Recap

Ellenbecker Investment Group — Sun, 03 Mar 2024 15:43:00 +0000

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap.

Entrepreneurial Journey

Ellenbecker Investment Group — Sat, 02 Mar 2024 15:41:00 +0000

Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on his entrepreneurial journey.

Financial Literacy

Ellenbecker Investment Group — Sat, 17 Feb 2024 18:42:00 +0000

Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners.

Q1 2024 Market Updates

Ellenbecker Investment Group — Sun, 04 Feb 2024 18:40:00 +0000

Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.

Crypto Currency Scams

Ellenbecker Investment Group — Sat, 03 Feb 2024 18:55:00 +0000

Heather Deaton, EIG Wealth Advisor, is joined by April DeValkenaere, CEO & Owner of Fortress Forensic Investigations, to discuss crypto currency scams and how to keep your personal information safe online.

Green Homes & Green Mortgages

Ellenbecker Investment Group — Sun, 21 Jan 2024 16:20:00 +0000

Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green homes and green mortgages. Kevin reveals cost saving benefits of energy efficient improvements and breaks down green lending for new homes.

Economic Impact of Pet Ownership

Ellenbecker Investment Group — Sat, 20 Jan 2024 16:18:00 +0000

Jean Range, Senior Wealth Advisor, sits down with Becky Pease, owner of Aqua Therapups Brookfield & Richfield, and Nicole Meyer, Co-Owner/Operator at Central Bark Mequon, to learn more about the financial and health impact pets have on your wallet and waistline. Pets provide companionship and motivation to keep moving through physical activity. Learn about how a Central Bark and Aqua Therapy can keep your 4-legged family member healthy and happy.

The Road to Splitsville

Ellenbecker Investment Group — Sun, 07 Jan 2024 20:20:00 +0000

Julie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road to Splitsville. If you and your spouse are going through a divorce, this episode will help you navigate the process.

Stakeholder Economics & Certified B Corps

Ellenbecker Investment Group — Sat, 06 Jan 2024 20:18:00 +0000

Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their design, accreditation and ongoing impacts on people, profits and the planet.

Mobile Living Lifestyle

Ellenbecker Investment Group — Sun, 10 Dec 2023 20:28:00 +0000

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the world in retirement and practical tips for embracing a mobile lifestyle.

EIG Tax Team Roundtable

Ellenbecker Investment Group — Sat, 09 Dec 2023 20:27:00 +0000

Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes to retirement savings accounts. They highlight end-of-year tax planning tips plus tax issues they plan to watch closely in 2024.

Student Loan Payments with Jack Wallace

Ellenbecker Investment Group — Sun, 12 Nov 2023 15:55:00 +0000

Heather Deaton, Wealth Advisor at EIG, talks with Jack Wallace, Director of Government and Lender Relations at Yrefy, on what you need to know with student loan repayments resuming.

Fourth Quarter Market Update with Dick Schiller

Ellenbecker Investment Group — Sat, 11 Nov 2023 15:50:00 +0000

Jamie Williams, CFP®, Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the current state of the markets. Together they reflect on and describe relative data from current charts covering the Federal Reserve’s current and historical stance on interest rates, mortgage, housing, fixed income and equity markets and perspectives on market volatility. They also discuss ideas for a quality approach to your planning.

I Have a Dream with Barry Mandel

Ellenbecker Investment Group — Sun, 29 Oct 2023 18:08:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Barry Mandel, CEO of the Mandel Group, for an empowering and heartfelt discussion from his childhood to becoming the most influential business leader in Milwaukee credited with the downtown renaissance.

Envision the Ladder with Sherri Jordan

Ellenbecker Investment Group — Sat, 28 Oct 2023 18:05:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sherri Jordan, President & Founder of Envision the Ladder, who shares her passion for helping small businesses reach their potential to yield endless possibilities through action plan coaching.

Consumer Scams with Lisa Schiller

Ellenbecker Investment Group — Sun, 15 Oct 2023 15:33:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schiller, Senior Director of Investigations and Media Relations at Better Business Bureau Serving Wisconsin, about the scams that are plaguing our society and taking advantage of unsuspecting consumers. Learn how to utilize the BBB Scam Tracker, and how to file a complaint if you've been taken advantage of.

Career Restart with Rashi Khosla

Ellenbecker Investment Group — Sat, 14 Oct 2023 15:30:00 +0000

Heather Deaton, Wealth Advisor at EIG, sits down with Rashi Khosla, Founder & CEO of MARS Solutions Group, to discuss the MARS Returnship program, an on-ramp for people looking to restart their careers following a gap in employment.

Medicare 101 with Jim Larson

Ellenbecker Investment Group — Sun, 01 Oct 2023 19:30:00 +0000

Medicare open enrollment is right around the corner. Jean Range, Senior Wealth Advisor at EIG, sits down with Jim Larson, from Health Markets, to help you better understand who qualifies for Medicare and when you should apply for the benefit.

Recession Outline with Kevin Spellman

Ellenbecker Investment Group — Sat, 30 Sep 2023 19:28:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons of a recession, how it impacts bond prices, interest rates and the financial markets.

Beyond College Consulting with Robin Gullborg

Ellenbecker Investment Group — Sun, 17 Sep 2023 14:30:00 +0000

EIG Wealth Advisor, Kristina Schnuckel interviews Robin Gullborg, Founder of Beyond College Consulting. Robin works with high school students as they formalize their goals for higher education. Kristina and Robin discuss the benefit of specialized consulting services amid the ever-changing landscape of college admissions. Set your high schooler on the path to success – join Robin at EIG for a seminar on October 10 at 5:30 pm.

Artificial Intelligence with Dan Burrus

Ellenbecker Investment Group — Sat, 16 Sep 2023 14:29:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dan Burrus, Futuristic Speaker & CEO of Burrus Research, to discuss the importance of disruptive innovation that artificial intelligence (AI) brings to business operations.

Life Reinvented with Dr. Tiffanie Tate Moore

Ellenbecker Investment Group — Sun, 03 Sep 2023 20:51:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dr. Tiffanie Tate Moore, medically retired OB/GYN-turned-children’s author to discuss reinventing yourself. Dr. Tate shares hurdles faced from a tragic accident that forced her retirement and how she navigated a new path to happiness.

The Traveler's Gift by Andy Andrews

Ellenbecker Investment Group — Sat, 02 Sep 2023 20:42:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Andy Andrews to discuss his book, The Traveler's Gift, a journey in self discovery and financial success.

Real Estate Market Cycle Reports with Dr. Glenn Mueller

Ellenbecker Investment Group — Sun, 20 Aug 2023 21:18:00 +0000

EIG Wealth Advisor, Jamie Williams interviews Professor Glenn Mueller of the University of Denver F.L. Burns School of Real Estate and Construction Management. They discuss Dr. Mueller’s vast work with his Market Cycle Monitor Report as well as a wide range of topics and themes including the state of real estate markets, current interest rate environment, and an overview of economic conditions that help to shape a broader real estate outlook.

The Journey's End with Michael Connelly

Ellenbecker Investment Group — Sat, 19 Aug 2023 21:10:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Michael Connelly, Author of The Journey's End: An investigation of Death and Dying in Modern America, to discuss the importance of understanding your healthcare options, managing your expectations and making decisions that maintain quality of life when you are facing the end of your life.

Civil Discourse with Milan Kordestani

Ellenbecker Investment Group — Sun, 06 Aug 2023 17:12:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make us better communicators. Milan shares practical advice on navigating challenging conversations and strategies to build and maintain respect.

Active Listening with Adi Segal

Ellenbecker Investment Group — Sat, 05 Aug 2023 17:10:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in the workplace as he seeks to tackle loneliness and create a world where everyone feels they belong and are valued, through Active Listening as a Service (ALaaS).

Market Update with Dick Schiller

Ellenbecker Investment Group — Sun, 23 Jul 2023 18:50:00 +0000

Join Jamie Williams, EIG Wealth Advisor and his guest Dick Schiller, Portfolio Manager & Wealth Advisor at Pavlic Investment Advisors, Inc., as they discuss the first half of 2023 and themes for the remainder of the year. They'll review areas of the market with an emphasis on the current interest rate environment, market cycles and additional planning considerations for your portfolio.

Chronic Pain Management with Serita Valmond

Ellenbecker Investment Group — Sat, 22 Jul 2023 18:49:00 +0000

Heather Deaton, EIG Wealth Advisor, sits down with Serita Valmond, Chronic Pain Coach and Wellness Consultant to talk about the importance of advocacy, coaching and support for those with chronic illness, ongoing pain and health conditions while navigating diagnoses and treatments.

Reading for Our Lives with Maya Payne Smart

Ellenbecker Investment Group — Sun, 09 Jul 2023 14:57:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.

The Belonging Project with Jennifer Bartolotta

Ellenbecker Investment Group — Sat, 08 Jul 2023 15:03:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.

Visit Milwaukee with Claire Koenig

Ellenbecker Investment Group — Sun, 25 Jun 2023 15:55:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.

Engaging with Grandkids Remotely with Jim Marggraff

Ellenbecker Investment Group — Sat, 24 Jun 2023 15:54:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.

EIG Tax Team Roundtable

Ellenbecker Investment Group — Sun, 11 Jun 2023 16:49:00 +0000

The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.

Asset Appraisal with Timothy Stenger

Ellenbecker Investment Group — Sat, 10 Jun 2023 16:48:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.

Social Security with Elida Elizondo

Ellenbecker Investment Group — Sat, 03 Jun 2023 16:20:00 +0000

Jean Range, EIG Senior Wealth Advisor, sits down with Elida Elizondo, Public Affairs Specialist with the Social Security Administration, to learn the "nuts and bolts" about how Social Security is with you on life's journey.

Ten Chimneys Event with Michael Drescher & Randy Bryant

Ellenbecker Investment Group — Sun, 28 May 2023 14:23:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, uncovers a jewel of a performing arts venue, Ten Chimneys, including their sponsorship of The Mike Show. Tune in to hear the theater’s history and preview the exclusive June 9 performance you certainly won’t want to miss!

Health & Wellness with Matt Florentine

Ellenbecker Investment Group — Sun, 14 May 2023 14:20:00 +0000

Jean Range, EIG Senior Wealth Advisor, sits down with Matt Florentine, Functional Movement Trainer at Catalyst Wellness, to discuss healthy habits you can start today to build long health. Plan for your life and retirement by investing in healthy habits.

Edvest with Khaleel Ali

Ellenbecker Investment Group — Sat, 13 May 2023 14:16:00 +0000

Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.

St. Marcus Lutheran School with Henry Tyson

Ellenbecker Investment Group — Sun, 30 Apr 2023 19:21:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of St. Marcus Lutheran School, about the declining status of the Milwaukee education system. Tune in to learn how we can help to build trust, empower students and engage parents.

National Christian Foundation with Linda Maris

Ellenbecker Investment Group — Sat, 29 Apr 2023 19:15:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Linda Maris, President of National Christian Foundation to discuss charitable solutions, estate giving and the Great Wealth Transfer.

Kaukauna & King: 50 Years Later with Joanne Williams

Ellenbecker Investment Group — Sun, 16 Apr 2023 15:59:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy of finding her passion following her thirty-year news career.

Milwaukee Film Festival with Cara Ogburn

Ellenbecker Investment Group — Sat, 15 Apr 2023 15:58:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Cara Ogburn, Artistic Director from Milwaukee Film, the nonprofit arts organization dedicated to entertaining, educating, and engaging the community through cinematic experiences, on the upcoming 2023 Milwaukee Film Festival.

Leading With Your Upper Brain with Michael E. Frisina, PhD

Ellenbecker Investment Group — Sun, 09 Apr 2023 14:27:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Michael Frisina, author of Leading with Your Upper Brain. They talk about the four brain types, and how you can change the course of your life when you understand which brain type you are and what will drive you to success.

Financial Symposium with Cheryl McMurtry

Ellenbecker Investment Group — Sun, 02 Apr 2023 14:34:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming Financial Symposium on overcoming challenges for thriving diverse businesses.

Retirement & Insurance Planning with Diane Gastrow

Ellenbecker Investment Group — Sun, 19 Mar 2023 17:23:00 +0000

Jean Range, EIG Senior Wealth Advisor, is joined by Diane Gastrow, Director of Insurance Planning at EIG. They discuss insurance planning as a strategic part of your overall financial plan through all life stages, including getting you to and through retirement (plus learn about Diane's upcoming retirement).

Market Update with Richard Schiller

Ellenbecker Investment Group — Sat, 18 Mar 2023 17:18:00 +0000

Jamie Williams, EIG Wealth Advisor, and Richard Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc., navigate the current rate environment with a bonds and market update.

Tips to Combat Anxiety with Dr. Sanam Hafeez

Ellenbecker Investment Group — Sun, 05 Mar 2023 16:18:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Sanam Hafeez, who offers tips on how parents can talk to their children about horrific life events such as school shootings, and media overload with their children and school systems.

Estate Planning with Phil Remmers

Ellenbecker Investment Group — Sat, 04 Mar 2023 16:20:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Phil Remmers, Attorney at Cramer, Multauf & Hammes. They discuss the importance of estate planning when dealing with difficult situations and family dynamics, such as divorce, second marriages, beneficiaries with disabilities, aging parents, adult children living at home and other complicated issues.

Take Command with Joe Hart

Ellenbecker Investment Group — Sun, 19 Feb 2023 20:39:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Joe Hart, author of Take Command, about leveraging workplace leadership to increase employee engagement and resilience toward change.

Reset your Mindset with Heather Deaton & Jamie Williams

Ellenbecker Investment Group — Sun, 05 Feb 2023 18:10:00 +0000

Heather Deaton & Jamie Williams, EIG Wealth Advisors, discuss how to hit the reset button on your financial plan after a busy holiday season. Instead of making resolutions that don't always stick, listen in for strategies and tips to focus on your values, goals and habits for your financial wellness.

Caregiver Support with Lisa Schneider & Bryn Cemen

Ellenbecker Investment Group — Sat, 04 Feb 2023 18:08:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schneider, Executive Director of Respite Care Association of WI, and Bryn Cemen, OAA Consultant - Caregiver Support Specialist with Greater WI Agency on Aging Resources. They discuss the overwhelm of caring for a loved one and how connecting with support services lessons the caregiver's load.

Market Update with Mike Roth

Ellenbecker Investment Group — Sun, 22 Jan 2023 18:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth of Stark Investments, who describes where the market was in 2022 and where we are heading financially in 2023. His ability to simplify the roller coaster market we have been riding makes this interview a must for our listeners.

Social Media Scams and Fraud Prevention with April DeValkenaere

Ellenbecker Investment Group — Sat, 21 Jan 2023 18:07:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Forensic Financial Crimes Investigator, April DeValkenaere, to discuss how you can protect your personal and business accounts from the most prevalent online and social media scams.

Social Media Marketing with Donna Serdula

Ellenbecker Investment Group — Sun, 08 Jan 2023 14:47:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with keynote speaker and author, Donna Serdula, to discuss how social media has challenged and changed the way companies are marketing their employees and their business.

The Four Phases of Retirement with Dr. Riley E. Moynes

Ellenbecker Investment Group — Sat, 07 Jan 2023 14:32:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Riley E. Moynes, author and retired educator, who shares his own personal retirement challenges and his discovery of the four phases of retirement that either make or break our happiness in retirement.

Real Estate Market with Christy Weber and Chrissy Klaske

Ellenbecker Investment Group — Sun, 11 Dec 2022 21:16:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chrissy Klaske and Christy Weber from Keller Williams Realty, to discuss the current real estate market and how you can prepare yourself and your home for the best outcome.

Gear Up for Tax Season - EIG Tax Team Roundtable

Ellenbecker Investment Group — Sat, 10 Dec 2022 21:20:00 +0000

Sandra Geisler, EIG Director of Tax Planning, sits down with EIG Tax Planning Advisors, Richard Wolosek and Edward Henning, to discuss gearing up for tax season, tax planning strategies, and what's new for 2023.

Stress Management & Gut Health with Jill Butterfield

Ellenbecker Investment Group — Sun, 27 Nov 2022 16:18:00 +0000

Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of stress management and gut health.

School Systems with Edward Deshazer

Ellenbecker Investment Group — Sat, 26 Nov 2022 16:10:00 +0000

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current state of our school systems as well as paths that students can take upon graduation.

Market Discussion with Jackie Rondini

Ellenbecker Investment Group — Sat, 12 Nov 2022 16:22:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market and what's ahead in 2023.

Divorce Money Guide with Tracy Coenen

Ellenbecker Investment Group — Sun, 30 Oct 2022 20:35:00 +0000

Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.

Aqua Therapups with Becky Pease

Ellenbecker Investment Group — Sat, 29 Oct 2022 20:32:00 +0000

Join Sara McGuire, EIG Marketing Director, as she speaks with Becky Pease, owner of Aqua Therapups, about how living with pets affects our health, well-being, and finances.

Quiet Quitting with Matt Spielman

Ellenbecker Investment Group — Sun, 16 Oct 2022 20:34:00 +0000

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Matt Spielman, Chief Performance Officer and Head Coach at Inflection Point Partners, to discuss the importance of trusting your instincts in your career. Uncover how employers can recognize when employees start demonstrating quiet quitting and should revitalize their teams.

Smart Moves with Melinda Stuart

Ellenbecker Investment Group — Sun, 02 Oct 2022 20:23:00 +0000

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of getting organized whether you are considering selling your home or trying to make things easier for your children.

Open Enrollment with Jim Larson

Ellenbecker Investment Group — Sat, 01 Oct 2022 20:30:00 +0000

Medicare open enrollment is right around the corner. Jean Range, EIG Senior Wealth Advisor, is joined by Jim Larson, Licensed Insurance Agent & Executive Sales Leader at Health Markets, for a timely conversation to help you better understand what open enrollment means for you.

The Invisible Patient with Annalee Krueger

Ellenbecker Investment Group — Mon, 19 Sep 2022 03:49:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.

Who Could Have Imagined with Dr. Aliette St. Hilaire

Ellenbecker Investment Group — Sun, 18 Sep 2022 03:48:00 +0000

Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.

Health and Fitness with Shannon Vick

Ellenbecker Investment Group — Sun, 04 Sep 2022 18:59:00 +0000

Heather Deaton, Wealth Advisor at EIG, sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead him into this profession, the importance of health and fitness, and self defense strategies.

Professional Burnout with Dr. Jack Singer

Ellenbecker Investment Group — Sat, 03 Sep 2022 18:57:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.

Behavioral Health with Jill Butterfield

Ellenbecker Investment Group — Sun, 21 Aug 2022 19:36:00 +0000

Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral health support in the workplace.

Stretch Zone with Tony & Beckie Kaczkowski

Ellenbecker Investment Group — Sat, 20 Aug 2022 19:34:00 +0000

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin, to discuss the benefits of assisted stretching with a trained practitioner.

Risks Kids Face for College with Phil Remmers

Ellenbecker Investment Group — Sun, 07 Aug 2022 16:33:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, sits down with Phil Remmers, Partner at Cramer, Multhauf & Hammes, LLP, to discuss the risks kids face as they go off to college and estate planning strategies to protect your beneficiaries from losing their inheritance.

Investment Strategies with Mary Brown

Ellenbecker Investment Group — Sat, 06 Aug 2022 16:32:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc., to discuss investment strategies that provide stability in a declining market.

Business Critical Technology with Mike Senkbeil

Ellenbecker Investment Group — Sat, 23 Jul 2022 16:30:00 +0000

Heather Deaton, EIG Wealth Advisor, sits down with Mike Senkbeil, Partner at Chortek LLP, to discuss cyber security and other business critical technology.

Trademarks with Cobby Shereff

Ellenbecker Investment Group — Sun, 10 Jul 2022 14:41:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when should you start thinking about trademarks as part of your business plan and strategy.

Think like a Horse with Grant Golliher

Ellenbecker Investment Group — Sat, 09 Jul 2022 14:49:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think Like A Horse. Grant describes how his expertise and skills as a horse whisperer transfer over to human relationships with children, employees, and yourself. His insights are eye opening and valuable to everyone.

Medicare with Jim Larson

Ellenbecker Investment Group — Sun, 26 Jun 2022 14:50:00 +0000

Jean Range, EIG Wealth Advisor, speaks with Jim Larson from HealthMarkets about the four parts of Medicare – what expenses each part does and does not cover — plus the role of Supplemental Health Insurance.

Business Coaching with Gary Ross

Ellenbecker Investment Group — Sat, 25 Jun 2022 14:51:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, CEO of Gary Ross Business Coaching, to discuss The CHEER Process and the impact it has on a company and individuals.

www.inspireyourselftoday.com

College Savings Foundation with Vivian Tsai

Ellenbecker Investment Group — Sun, 12 Jun 2022 14:56:00 +0000

Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.

Scholarships and Financial Aid with James Lewis

Ellenbecker Investment Group — Sat, 11 Jun 2022 14:59:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships and financial aid.

Homeowners and Auto Insurance with Nick Starr

Ellenbecker Investment Group — Sun, 29 May 2022 19:40:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Nick Starr, President of The Starr Group, to discuss trends and what to look for in homeowners and auto insurance.

Estate planning your way with David Edey

Ellenbecker Investment Group — Sat, 28 May 2022 19:27:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.

Changing Careers and the Labor Market with Sara Reed

Ellenbecker Investment Group — Sun, 15 May 2022 16:55:00 +0000

Anne Mank, Director of Wealth Coaching and Wealth Advisor at EIG talks with Sara Reed, Career Coach & Founder of Moonstone Coaching and Consulting, to provide background on the current job market and discuss when it's time to re-evaluate your career.

Senior Care Planning with Jenny Wagner and Pam Foti

Ellenbecker Investment Group — Sat, 14 May 2022 15:52:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.

Creating Stronger Bonds with Employees with Jackie Ludwig & Sean Magennis

Ellenbecker Investment Group — Sun, 01 May 2022 06:12:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant.

Disability Insurance and Injury Rehab with Nate Hornung & Diane Gastrow

Ellenbecker Investment Group — Sat, 30 Apr 2022 15:16:00 +0000

Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.

Economic Update with Richard Schiller

Ellenbecker Investment Group — Sun, 17 Apr 2022 19:16:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.

Strategic Marketing with Monarch Creative

Ellenbecker Investment Group — Sat, 16 Apr 2022 19:16:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.

Retirement, Next Phase, and True Wealth with Karen Ellenbecker

Ellenbecker Investment Group — Sun, 03 Apr 2022 19:16:00 +0000

Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.

Market Discussion with Jackie Rondini

Ellenbecker Investment Group — Sat, 02 Apr 2022 19:17:00 +0000

Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.

Home Buying 101 with Jon Gorey

Ellenbecker Investment Group — Sun, 20 Mar 2022 19:17:00 +0000

How to be a Savvy home buyer.

Emotional Intelligence with Laura Piotrowski

Ellenbecker Investment Group — Sat, 19 Mar 2022 19:17:00 +0000

The importance of utilizing emotional intelligence in all areas of your life.

Security and Ransomware with Paul Riedl

Ellenbecker Investment Group — Sun, 06 Mar 2022 20:18:00 +0000

How to protect your computer.

Follow Up with Jim Temmer

Ellenbecker Investment Group — Sat, 05 Mar 2022 20:18:00 +0000

Scams and other issues from the pandemic.

02-20-2022 - Anne Mank & Judy Hahn - Setting Boundaries, Sugar, and Gut Health

Ellenbecker Investment Group — Sun, 20 Feb 2022 20:00:00 +0000

How to remain active and healthy as you age.

02-19-2022 - Dan Burrus - Game Changing Strategies and Disruptive Innovation

Ellenbecker Investment Group — Sat, 19 Feb 2022 20:00:00 +0000

Lifetime opportunities that COVID has created and where we can launch a business that will make a difference in the world.

02-06-2022 - Phil Remmers - Estate Planning

Ellenbecker Investment Group — Sun, 06 Feb 2022 20:00:00 +0000

Estate plan, government provided or create your own?

02-05-2022 - Jim Dejong - Buying and Selling Businesses

Ellenbecker Investment Group — Sat, 05 Feb 2022 20:00:00 +0000

Selling a business and succession planning during the pandemic.

01-23-2022 - Ann Hanna - PPE Paycheck Protection Program

Ellenbecker Investment Group — Sun, 23 Jan 2022 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.

01-22-2022 - Diane Gastrow - Insurance

Ellenbecker Investment Group — Sat, 22 Jan 2022 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Diane Gastrow, EIG Director of Insurance Planning to discuss integrating life, disability income and long-term care insurance coverage as part of your overall financial plan, and coordinating employer-sponsored benefits with individually-owned policies.

01-09-2022 - Dr. Kacie Walters - New Year's Health

Ellenbecker Investment Group — Sun, 09 Jan 2022 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dr. Kacie Walter to discuss how to have a healthy New Year.

01-08-2022 - Mike Roth - Economic Update

Ellenbecker Investment Group — Sat, 08 Jan 2022 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Mike Roth to discuss economic updates.

12-12-2021 - Richard Schiller - Economic Update on Bonds

Ellenbecker Investment Group — Sun, 12 Dec 2021 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dick Shiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors to provide an economic update.

12-11-2021 - Rimas Milaitis - Economic Update on Dividend Paying Equities

Ellenbecker Investment Group — Sat, 11 Dec 2021 20:00:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Rimas Milaitis, Director of Research at Campbell Newman to discuss economic updates.

11-27-21 - Annalee Kruger - Caregiving for Seniors

Ellenbecker Investment Group — Wed, 01 Dec 2021 16:20:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc. about her book "The Invisible Patient". Learn more about being a caregiver while still caring for yourself.

11-14-21 - Eric Johnson - The Elements of Choice

Ellenbecker Investment Group — Mon, 15 Nov 2021 16:28:00 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better choices when it comes to decision-making. Learn tools on how to present options to an audience with influence and reasoning.

11-13-21 - Carl Holborn - Estate Planning for Business Owners

Ellenbecker Investment Group — Mon, 15 Nov 2021 16:25:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.

10-31-21 - Sue Ashford - The Power of Flexing

Ellenbecker Investment Group — Mon, 01 Nov 2021 15:14:00 +0000

Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.

10-16-21 - Heather Nelson - Lending for Small Businesses

Ellenbecker Investment Group — Tue, 19 Oct 2021 15:17:00 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.

10-3-21 - Jim Larson - Medicare

Ellenbecker Investment Group — Mon, 04 Oct 2021 16:16:00 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.

9-19-21 - Amy Krieghoff - Real Estate Updates

Ellenbecker Investment Group — Mon, 20 Sep 2021 14:57:00 +0000

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.

9-18-21 - Karen and Taelor Ellenbecker - Pillows With Wings

Ellenbecker Investment Group — Mon, 20 Sep 2021 14:54:00 +0000

Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.

9-4-21 - Erin Lowry - The Broke Millennial

Ellenbecker Investment Group — Tue, 07 Sep 2021 15:26:00 +0000

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing, to discuss how and when to start investing in your goals and retirement and the importance of financial education.

8-21-21 - Bob Winter & James Wilde - Travel Updates

Ellenbecker Investment Group — Mon, 23 Aug 2021 15:03:00 +0000

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need to know about current travel restrictions and popular destinations.

8-8-21 - Kari Lyles - Planning After Loss of Spouse

Ellenbecker Investment Group — Mon, 09 Aug 2021 16:16:00 +0000

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.

8-7-21 - Maggie Mongan - What is a Wealth Coach?

Ellenbecker Investment Group — Mon, 09 Aug 2021 16:14:00 +0000

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, talks with Rev. Maggie Mongan, CEO of Brilliant Breakthroughs, Inc., about the launch of our EIG Wealth Coaching Division, what is means to be a wealth coach and what it means to live a wealth inspired life.

7-25-21 - Beth Jaworski - Real Estate Market Updates

Ellenbecker Investment Group — Mon, 26 Jul 2021 14:36:00 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate market, the impact on both sellers and buyers and what is to come for the remainder of 2021.

7-24-21 - Sandra Geisler - Tax Updates

Ellenbecker Investment Group — Mon, 26 Jul 2021 14:31:00 +0000

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.

7-10-21 - Jenny Coombs - Sustainable Investing

Ellenbecker Investment Group — Tue, 13 Jul 2021 00:56:00 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan.

6-27-21 – Phil Remmers - Estate Planning for Recent Graduates

Ellenbecker Investment Group — Tue, 29 Jun 2021 13:36:09 +0000

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, talks with Phil Remmers, Attorney with Cramer, Multhauf & Hammes, LLP, about what recent graduates should think about this summer before their next steps in the fall.

6-26-21 – Nick Starr - Property & Casualty Insurance

Ellenbecker Investment Group — Tue, 29 Jun 2021 13:32:21 +0000

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The Starr Group, to discuss property and casualty insurance and what know know about the replacement value of your home.

6-20-21 – Mary Brown - Economic Update

Ellenbecker Investment Group — Mon, 21 Jun 2021 13:49:25 +0000

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the history and philosophy of the company and market volatility.

6-19-21 – Don Murn - Estate Planning for Passion Projects

Ellenbecker Investment Group — Mon, 21 Jun 2021 13:47:54 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and estate taxes, and the planning for the projects you are passionate about.

5-30-21 – Vivian Tsai - College Savings Foundation

Ellenbecker Investment Group — Tue, 01 Jun 2021 15:06:42 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.

5-29-21 – Jenny Wagner & Pam Foti - Vesta Senior Network

Ellenbecker Investment Group — Tue, 01 Jun 2021 15:05:35 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, talks with Jenny Wagner and Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, about how to choose the senior care that is right for you or your family members.

5-16-21 – Jim Temmer - Identity Theft

Ellenbecker Investment Group — Mon, 17 May 2021 15:47:33 +0000

Jamie Williams, CFP®, EIG Wealth Advisor, talks with Jim Temmer, President & CEO of the Better Business Bureau, to discuss identity theft, the current scams to watch out for and how to report them.

5-15-21 – Emily Guy Birken - The 5 Years Before You Retire

Ellenbecker Investment Group — Mon, 17 May 2021 15:42:15 +0000

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to do leading up to retirement to maximize your current savings and create a realistic plan for the future.

5-2-21 – Dave Maaske – SCORE Milwaukee

Ellenbecker Investment Group — Mon, 03 May 2021 14:57:29 +0000

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their mission as well as resources and mentorship programs for business owners and entrepreneurs.

5-1-21 – Cara Ogburn - MKE Film Festival

Ellenbecker Investment Group — Mon, 03 May 2021 14:49:33 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival hosted from May 6-20. Cara will talk through some film highlights and how to participate this year.

4-18-21 – Richard Schiller - Bond Management

Ellenbecker Investment Group — Mon, 19 Apr 2021 17:43:53 +0000

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic Investment Advisors, to discuss bond management and their current market outlook.

4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the Decades

Ellenbecker Investment Group — Mon, 19 Apr 2021 17:37:16 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of EIG and financial planning through the different ages and stages of your life.

4-04-21 – Diane Gastrow - Insurance Planning Through the Decades

Ellenbecker Investment Group — Mon, 05 Apr 2021 15:15:50 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning tool through all of the stages of life.

4-03-21 – Julie Poehlmann-Tynan - Resilience in Challenging Times

Ellenbecker Investment Group — Mon, 05 Apr 2021 15:09:20 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O’Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.

3-21-21 – Jamie Williams - Loans, Refinancing and HELOCs

Ellenbecker Investment Group — Mon, 22 Mar 2021 14:55:14 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of loans and HELOCs in your financial plan.

3-20-21 – Kristina Schnuckel - Retirement Planning for Businesses

Ellenbecker Investment Group — Mon, 22 Mar 2021 14:50:09 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.

3-07-21 – Eli Rivera & Ruben Gaona - Employment After Incarceration

Ellenbecker Investment Group — Mon, 08 Mar 2021 16:54:02 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.

3-06-21 – Lauren Reeg - Sustainable Vehicles

Ellenbecker Investment Group — Mon, 08 Mar 2021 16:38:36 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.

2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services

Ellenbecker Investment Group — Mon, 22 Feb 2021 20:55:17 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.

2-07-21 – Rachel LaMantia - Bookkeeping for Small Businesses

Ellenbecker Investment Group — Mon, 08 Feb 2021 15:40:06 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.

2-06-21 – Bruce Nemovitz - Current Real Estate Market

Ellenbecker Investment Group — Mon, 08 Feb 2021 15:34:10 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.

1-24-21 – Jamie Shibley - Expressing Gratitude

Ellenbecker Investment Group — Mon, 25 Jan 2021 15:29:35 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.

1-23-21 – Andrea Scott Brown - Audacious Path - M.O.N.E.Y. Course

Ellenbecker Investment Group — Mon, 25 Jan 2021 15:23:52 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction.

1-10-21 - Alex Moehn - Benefits of Running

Ellenbecker Investment Group — Tue, 12 Jan 2021 15:40:29 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.

1-09-21 - Amberlea Childs - Using Food for Prevention & Improvement

Ellenbecker Investment Group — Tue, 12 Jan 2021 15:26:41 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.

12-13-20 - Joaquin Altoro - Public Housing Market

Ellenbecker Investment Group — Thu, 17 Dec 2020 16:03:24 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.

12-12-20 -Britt Holterman - Health, Wellness & Finances

Ellenbecker Investment Group — Thu, 17 Dec 2020 15:56:46 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.

11-29-20 - Jennifer Buchholz - Budgeting with Excel

Ellenbecker Investment Group — Mon, 30 Nov 2020 17:15:17 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.

11-28-20 - Alfonso Morales - Impact of Food Systems

Ellenbecker Investment Group — Mon, 30 Nov 2020 17:00:35 +0000

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.

11-14-20 - Mary Brown Economic Update - Election Edition

Ellenbecker Investment Group — Mon, 16 Nov 2020 14:21:26 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election periods, current market volatility and the importance of having a financial plan.

11-8-20 - Mike Roth - Economic Update - Election Edition

Ellenbecker Investment Group — Mon, 09 Nov 2020 15:24:52 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current market volatility and the importance of having a financial plan.

10-24-20 - Mary Beth Freckmann - Real Estate Updates & Caring for Children with Special Needs

Ellenbecker Investment Group — Mon, 26 Oct 2020 14:28:58 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent living for loved ones with disabilities and what to look for in real estate when you have a child with special needs.

10-17-20 - Michael Hostad & Greg Marshall - Light the Hoan

Ellenbecker Investment Group — Mon, 19 Oct 2020 14:33:24 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Light the Hoan team members, Michael Hostad and Greg Marshall, about the exciting announcement of the first bridge lighting on October 22, 2020 and the journey of hope for Milwaukee.

9-12-20 - Tim Stenger - Art Appraisal

Ellenbecker Investment Group — Thu, 17 Sep 2020 14:42:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Tim Stenger, Partner and Senior Appraiser with Stenger Bischoff to discuss art collections, estate planning and insurance, valuations and more!

Conversations with a Purpose #38 - Greg Leon - Impact on Restaurants

Ellenbecker Investment Group — Mon, 31 Aug 2020 15:18:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Greg Leon, Owner & Chef of Amilinda, to discuss the impact the pandemic has had on the restaurant industry and how Milwaukee is moving forward.

Conversations with a Purpose #37 - Julie Hall - Inheriting Clutter

Ellenbecker Investment Group — Mon, 31 Aug 2020 15:13:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Hall, author of "Inheriting Clutter: How to Calm the Chaos Your Parents Left Behind", to discuss how to clear out an estate, give peace of mind and honor your loved one's wishes.

Conversations with a Purpose #36 - LJ Suzuki - Paycheck Protection Program (PPP)

Ellenbecker Investment Group — Wed, 19 Aug 2020 18:03:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has had on start-ups and small businesses along with an in depth look at the Paycheck Protection Plan (PPP).

Conversations with a Purpose #35 - Ande Frazier - Conversations about Life, Money and Worth

Ellenbecker Investment Group — Fri, 17 Jul 2020 13:58:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about Life, Money and Worth", to discuss managing cash flow during a crisis, the four pillars of financial decision making and how to establish financial stability.

Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College

Ellenbecker Investment Group — Thu, 02 Jul 2020 21:01:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.

Conversations with a Purpose #33 - Frank Cumberbatch - Resources for Underserved Communities

Ellenbecker Investment Group — Thu, 02 Jul 2020 20:47:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Frank Cumberbatch, Vice President of Engagement with Bader Philanthropies, Inc. about current events and resources for underserved communities in Milwaukee.

Conversations with a Purpose #32 - Jason Grobbel - Meat and Food Industry

Ellenbecker Investment Group — Thu, 02 Jul 2020 17:47:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jason Grobbel, President of E.W. Grobbel Sons, Inc., about changes to the meat and food industry.

Conversations with a Purpose #31 - Carl Holborn - Business Planning

Ellenbecker Investment Group — Thu, 02 Jul 2020 15:42:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, about business planning.

Conversations with a Purpose #30 - Terry Pavlic - Interest Rates, Bonds and an Economic Update

Ellenbecker Investment Group — Thu, 02 Jul 2020 15:41:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market conditions and interest rates.

Conversations with a Purpose #29 - Dr. Hernando Garzon - Public Health and Pandemic Response

Ellenbecker Investment Group — Thu, 02 Jul 2020 15:40:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Hernando Garzon, Emergency Medicine Physician, about his expertise with pandemic research and global disaster relief efforts.

Conversations with a Purpose #28 - Paul Riedl - Technology Security

Ellenbecker Investment Group — Tue, 23 Jun 2020 15:58:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Paul Riedl, CEO of River Run, to discuss technology security and protecting your identity.

Conversations with a Purpose #27 - Nick Jarmusz - Impact on Travel

Ellenbecker Investment Group — Tue, 16 Jun 2020 13:27:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Nick Jarmusz, AAA Director of Public Affairs – Midwest Region, to discuss the current impact on travel along with safety tips for commuting and planning for future trips.

Conversations with a Purpose - #26 - Diane Gastrow - Life, Disability and Long-Term Care Insurance

Ellenbecker Investment Group — Tue, 09 Jun 2020 14:06:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Diane Gastrow, EIG Director of Insurance Planning, to discuss life, disability and long-term care insurance.

Conversations with a Purpose #25 - Sandra Geisler - CARES Act and Tax Strategies

Ellenbecker Investment Group — Tue, 09 Jun 2020 14:05:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the changes to tax laws during the pandemic. Sandra will discuss the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy during this time.

Conversations with a Purpose #24 - Dr. Jerry Halverson - Mental Health

Ellenbecker Investment Group — Tue, 09 Jun 2020 14:01:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental health, changing routines and staying connected.

COVID-19 Edition #21 - Bill Lyne - Impact on Estate Planning for Families

Ellenbecker Investment Group — Thu, 28 May 2020 14:24:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals during pandemic.

COVID-19 Edition #20 - Tim Sheehy - Impact on Milwaukee Businesses

Ellenbecker Investment Group — Thu, 28 May 2020 14:20:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.

COVID-19 Edition #19 - Steve Parrish - Impact of SECURE Act & CARES Act on Retirement Planning

Ellenbecker Investment Group — Tue, 19 May 2020 13:53:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning, to discuss how the current events, along with the SECURE Act and CARES Act, are affecting retirement planning.

COVID- 19 Edition #18 - Melva Henderson & Arnitta Holiman - Impact on Churches

Ellenbecker Investment Group — Tue, 19 May 2020 13:51:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor and licensed clinical therapist for the Office of Violence Prevention, about the impacts on national and local communication and using churches as a resource.

COVID-19 Edition #17 - Jim Temmer - Scams and Identity Theft During Pandemic

Ellenbecker Investment Group — Fri, 15 May 2020 14:16:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the current scams to watch out for and how to report them.

COVID-19 Edition #16 - Jim Larson - Impact on Medicare and Healthcare Plans

Ellenbecker Investment Group — Fri, 15 May 2020 14:15:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Larson, licensed insurance agent with HealthMarkets, about the impacts on Medicare and healthcare plans.

COVID-19 Edition #15 - Don Murn - Estate Planning for Business Owners

Ellenbecker Investment Group — Fri, 15 May 2020 13:56:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Don Murn, Attorney with Axley Brynelson, LLP, to discuss estate planning for business owners and business succession planning.

COVID-19 Edition #14 - Jim Mueller - Impact on Healthcare Plans

Ellenbecker Investment Group — Tue, 12 May 2020 21:29:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Mueller, President of Third Eye Management, about the impacts on healthcare plans for individuals and employers.

COVID-19 Edition #13 - Jim DeJong - Impact on Business Succession Planning

Ellenbecker Investment Group — Tue, 12 May 2020 21:28:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim DeJong, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing S.C, to discuss the impact on individuals looking to sell their business and how to attract qualified buyers.

COVID-19 Edition #12 - Gary Ross - Inspiring Business Leadership During Pandemic

Ellenbecker Investment Group — Tue, 12 May 2020 21:27:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, author of “The Growth Cube” and CEO of Inspire Yourself, about how business leaders can inspire their employees and community to move forward.

COVID-19 Edition #11 - Renee Herzing - Impact on Education

Ellenbecker Investment Group — Tue, 12 May 2020 21:26:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Renee Herzing, President of Herzing University, to discuss the current impact on education, online learning and Herzing Univerity’s community giveback.

COVID-19 Edition #10 - Annalee Kruger - Impacts on Senior Housing

Ellenbecker Investment Group — Tue, 12 May 2020 13:27:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc., about the current impact on senior care and senior living facilities.

COVID-19 Edition #9 - Forest Richter - Impacts on Underserved Communities

Ellenbecker Investment Group — Tue, 12 May 2020 13:26:00 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Forest Richter, Founder & CEO of Fresh Coast Labs, to discuss the impact the coronavirus has had on underserved communities and businesses.

COVID-19 Edition #7 - Julie Ellenbecker-Lipsky - Impacts on EIG and Business Leadership

Ellenbecker Investment Group — Tue, 12 May 2020 13:23:00 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker Investment Group has been impacted by the pandemic and thoughts for local business leaders on how to move forward.

COVID-19 Edition #8 - Karl Gibbons - Impact on US Businesses

Ellenbecker Investment Group — Thu, 30 Apr 2020 16:07:27 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Karl Gibbons, President of Third Eye Management, about how businesses in the United States are adapting during this pandemic.

COVID-19 Edition #6 - Patrick Rodriguez - Healing the Soul During a Global Pandemic

Ellenbecker Investment Group — Thu, 30 Apr 2020 16:04:09 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Patrick Rodriguez, Founder of Soul Healing Therapy, about healing, acceptance and exercises to stay positive during this pandemic.

COVID-19 Edition #5 - Ann Hanna - Impacts on Buying and Selling Businesses

Ellenbecker Investment Group — Thu, 30 Apr 2020 16:02:40 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ann Hanna, Managing Director & Owner of Taureau Group, LLC and first elected Chairman of the Board for BizStarts, to discuss the current impact on buying and selling businesses in Milwaukee.

COVID-19 Edition #4 - Wendy Baumann - Impacts on Milwaukee Businesses

Ellenbecker Investment Group — Mon, 27 Apr 2020 15:20:24 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Wendy Baumann, President & CVO of WWBIC, to discuss the current impacts on Milwaukee businesses and the resources available for business owners and entrepreneurs.

COVID-19 Edition #3 - Dr. Darrell Burnett - Impacts on Mental Health

Ellenbecker Investment Group — Mon, 27 Apr 2020 15:14:55 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor,is joined by Dr. Darrell Burnett, licensed clinical psychologist, to discuss the impacts on mental health during a global pandemic and ways to stay positive.

COVID-19 Edition #2 - Mike Roth - Economic Updates During a Global Pandemic

Ellenbecker Investment Group — Mon, 20 Apr 2020 16:21:42 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about how a global pandemic impacts the financial markets.

COVID-19 Edition #1 - Daniel Burrus - Moving Forward in the Face of Uncertainty

Ellenbecker Investment Group — Mon, 20 Apr 2020 16:20:24 +0000

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Daniel Burrus, Global Futurist, Strategic Advisor and Best-Selling Author, to discuss how to continue moving forward and finding ways to create during uncertainty.

4-12-20 – Kate Greenway – Mental Health

Ellenbecker Investment Group — Mon, 13 Apr 2020 15:37:58 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Kate Greenway, MS, LPC, licensed psychotherapist, to discuss mental health and managing emotions in life and with your financial plan.

4-11-20 – Rachel LaMantia – CARES Act

Ellenbecker Investment Group — Mon, 13 Apr 2020 15:26:51 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and small businesses.

3-29-20 - Bruce Nemovitz - Housing Market

Ellenbecker Investment Group — Mon, 30 Mar 2020 17:02:49 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with 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 downsizing.

3-28-20 - Melissa Tosetti - The Savvy Life

Ellenbecker Investment Group — Mon, 30 Mar 2020 17:00:21 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.

3-15-20 - Cindy Olson - Funeral Planning

Ellenbecker Investment Group — Thu, 19 Mar 2020 13:58:10 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of funeral planning and steps to take to get started.

3-14-20 - Phil Remmers - SECURE Act

Ellenbecker Investment Group — Thu, 19 Mar 2020 13:56:59 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE Act.

02-2-20 - Melissa Tosetti - The Savvy Life

Ellenbecker Investment Group — Mon, 03 Feb 2020 16:32:20 +0000

02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving

Ellenbecker Investment Group — Mon, 03 Feb 2020 16:25:26 +0000

Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and Sandra Geisler, EIG Director of Tax Planning about family philanthropy, legacy planning and charitable giving.

12-29-19 - Tammy Cross - Property and Casualty Insurance

Ellenbecker Investment Group — Tue, 21 Jan 2020 18:05:35 +0000

EIG Wealth Advisor, Anne Mank, CFP®, CPA, talks with Tammy Cross, Private Client Executive with R&R Insurance about property and casualty insurance.

12-28-19 - KC Thorson - Organic Cooking Coach

Ellenbecker Investment Group — Tue, 21 Jan 2020 17:47:16 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, discusses cooking organically and becoming healthier in the new year with KC Thorson, your Organic Cooking Coach.

12-07-19 - Sue Gresham - LinkedIn 101

Ellenbecker Investment Group — Mon, 09 Dec 2019 15:29:47 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Sue Gresham, The LinkedIn Lady, Consulting, Training & Coaching to discuss how to build your network and find resources with LinkedIn.

11-24-19 - Judi Blanding - Urban Senior Living

Ellenbecker Investment Group — Mon, 25 Nov 2019 16:46:52 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Judi Blanding, Executive Director of St. Rita Square with Capri Senior Communities about the appeal of urban living for adults that are making life plan transitions.

11-23-19 - Mike Roth - Economic Update

Ellenbecker Investment Group — Mon, 25 Nov 2019 16:35:51 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.

11-10-19 - Erin Fay - Non-Traditional Estate Planning

Ellenbecker Investment Group — Mon, 11 Nov 2019 16:24:25 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning for domestic partnerships, co-habitation agreements and the LGBT community.

11-09-19 - Susan Hansen - Divorce Planning

Ellenbecker Investment Group — Mon, 11 Nov 2019 16:11:52 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Susan Hansen, Collaborative Lawyer & Mediator with Hansen & Hildebrand, s.c., about choosing a process and a professional for divorce.

10-27-19 - Doug and Teri Edmunds - Art and Photography

Ellenbecker Investment Group — Wed, 30 Oct 2019 18:20:33 +0000

Karen Ellenbecker, EIG Founder and Wealth Advisor, talks with Doug and Teri Edmunds, owners and photographers of Edmunds Studios about the arts in Wisconsin.

10-13-19 - Paige Engle - Travel Tips

Ellenbecker Investment Group — Mon, 14 Oct 2019 14:42:48 +0000

Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when traveling solo.

10-12-19 - Sara Reed - Career Changes

Ellenbecker Investment Group — Mon, 14 Oct 2019 14:36:46 +0000

Anne Mank, CFP®, EIG Wealth Advisor, talks with Sara Reed, Founder of Moonstone Coaching and Consulting about creating and maintaining personal and financial wellness during a career change.

9-29-19 - Mary Brown - Economic Update

Ellenbecker Investment Group — Mon, 30 Sep 2019 14:55:36 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of the company and discuss market volatility.

9-28-19 - Jonathan Jackson - MKE Film Festival

Ellenbecker Investment Group — Mon, 30 Sep 2019 14:54:53 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jonathan Jackson, CEO & Artistic Director of MKE Film about the upcoming MKE Film Festival and the growth of the organization.

9-15-19 - Heather Deaton - Sustainable Living

Ellenbecker Investment Group — Mon, 16 Sep 2019 15:24:23 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Heather Deaton, EIG Wealth Advisor, to discuss the general philosophy of sustainability and realistic ways to reduce your impact while enjoying life.

9-14-19 - Ruth Busalacchi - Synergy HomeCare

Ellenbecker Investment Group — Mon, 16 Sep 2019 15:22:09 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Ruth Busalacchi, President and Owner with Synergy HomeCare, about how to create a plan and get the support needed to maintain independence as you age.

9-1-19 - Don Murn - Succession Planning for a Business

Ellenbecker Investment Group — Tue, 03 Sep 2019 14:48:57 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP to talk about the legal side of succession planning for a business.

8-31-19 - Jim Larson - Medicare

Ellenbecker Investment Group — Tue, 03 Sep 2019 14:39:24 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency to discuss senior insurance options and clarify open enrollment periods.

8-18-19 - Bill Lyne - Estate Planning for Families

Ellenbecker Investment Group — Mon, 26 Aug 2019 14:28:29 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning documents for young families and for students going back to school.

8-17-19 - Geraud Blanks and Heidi Moore - Minority Health Film Festival

Ellenbecker Investment Group — Mon, 26 Aug 2019 14:27:35 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital about the upcoming Minority Health Film Festival.

8-3-19 - Liza LeClaire - Succession Planning

Ellenbecker Investment Group — Mon, 05 Aug 2019 17:34:45 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.

7-20-19 - Karen Trimble and Katy Thomas - Housing Market

Ellenbecker Investment Group — Mon, 22 Jul 2019 14:27:09 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Karen Trimble and Katy Thomas, Real Estate Agents with Keller Williams to talk about the current market for home buying and selling.

7-7-19 - Patty Jackson - Flip Your Focus

Ellenbecker Investment Group — Mon, 08 Jul 2019 15:09:16 +0000

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to talk about taking charge of your life to be your best self.

7-6-19 - Mike Roth - Economic Update

Ellenbecker Investment Group — Mon, 08 Jul 2019 15:08:38 +0000

EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.

6-30-19 - Tom Shanley - Medicare

Ellenbecker Investment Group — Mon, 01 Jul 2019 15:17:16 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and discuss topics that can sometimes seem overwhelming.

6-29-19 - Jules Philippi - Health and Wellness

Ellenbecker Investment Group — Mon, 01 Jul 2019 15:16:30 +0000

EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager and Group Fitness Instructor for the Wisconsin Athletic Club.

6-16-19 - Judi Wolters - Financing Senior Communities

Ellenbecker Investment Group — Mon, 17 Jun 2019 15:55:19 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost differences between the different types of care in senior living communities.

6-15-19 - Sandra Geisler - Tax Planning

Ellenbecker Investment Group — Mon, 17 Jun 2019 15:54:37 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year with EIG Director of Tax Planning, Sandra Geisler, CPA.

5-26-19 - Anne Mank - Simple Rules of Personal Finance

Ellenbecker Investment Group — Tue, 28 May 2019 15:40:43 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.

5-25-19 - Lori Coonen - Your Family Legacy

Ellenbecker Investment Group — Tue, 28 May 2019 15:35:32 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your family legacy through the generations.

5-12-19 - Mary Brown - Economic Update

Ellenbecker Investment Group — Tue, 21 May 2019 15:25:19 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, reviews the state of the economy and dividend trends so far in 2019 with returning guest Mary Brown, CFA, President and CIO with Campbell Newman Asset Management.

5-11-19 - Karen Ellenbecker and Julie Ellenbecker-Lipsky - Proper Perspective

Ellenbecker Investment Group — Tue, 21 May 2019 15:20:33 +0000

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and have the proper perspective through market volatility.

4-28-19 - Anne Mank - The Basics of Finances

Ellenbecker Investment Group — Tue, 21 May 2019 15:15:03 +0000

Anne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She will give definitions for the different kinds of investments and investment accounts.

4-27-19 - Erin Lowry - The Broke Millennial

Ellenbecker Investment Group — Tue, 21 May 2019 15:10:02 +0000

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Erin Lowry, author of "The Broke Millennial: Takes on Investing" discuss financial planning for millennials in their 20s and 30s. Learn how to create a roadmap to manage debt, increase savings and start your portfolio.

4-21-19 – Nick Starr – Property and Casualty Insurance

Ellenbecker Investment Group — Tue, 21 May 2019 15:05:19 +0000

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial & Personal Insurance Counselor with The Starr Group, about why it is important to review proper liability, uninsured/underinsured motorist and umbrella policies.

4-20-19 – Anne Mank – What Keeps You Up At Night

Ellenbecker Investment Group — Tue, 21 May 2019 15:00:33 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address financial concerns to keep a proper perspective and sleep well at night.

3-31-19 - Bill Lyne - Second Homes

Ellenbecker Investment Group — Tue, 21 May 2019 14:55:29 +0000

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when passing along a second home to the next generation. They will discuss possible details and costs to think through and how to add a second home into your estate planning documents.

3-30-19 - David Barnett - Art Collecting and Appraisals

Ellenbecker Investment Group — Tue, 21 May 2019 14:50:44 +0000

Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to discuss Wisconsin artists and art collecting. David will also talk us through the appraisal process for your collections.

3-17-19 - Gail Rust - Life and Laughter

Ellenbecker Investment Group — Tue, 21 May 2019 14:45:10 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust, speaker and president of Toastmasters "Love of Laughter" club to discuss the importance of bringing laughter in our life and how not to let difficult situations hold you back.

3-16-19 - Rich Polimeni - Saving for College

Ellenbecker Investment Group — Tue, 21 May 2019 14:40:36 +0000

EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

3-3-19 - Wendy Baumann - WWBIC - Women in Business

Ellenbecker Investment Group — Tue, 21 May 2019 14:35:22 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary Officer of WWBIC.

3-2-19 - Meghan Davis - Social Aspects of Senior Living

Ellenbecker Investment Group — Tue, 21 May 2019 14:30:06 +0000

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about the social side of senior living and why it is important for your health as you age.

2-23-19 - Terry Pavlic - Recession Risks

Ellenbecker Investment Group — Tue, 21 May 2019 14:25:07 +0000

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.

2-2-19 - Susan Hansen - Collaborative Divorce

Ellenbecker Investment Group — Tue, 21 May 2019 14:20:41 +0000

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.

1-27-19 - Adela Schicker and Petr Ludwig - The End of Procrastination

Ellenbecker Investment Group — Tue, 21 May 2019 14:15:12 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor,talks with Adela Schicker and Petr Ludwig, co-authors of "The End of Procrastination" about how to be more motivated and efficient. Learn the science behind why people procrastinate and how to train your brain to strengthen your willpower.

1-26-19 - Kristin Settle and Claire Koenig - Visit Milwaukee

Ellenbecker Investment Group — Tue, 21 May 2019 14:10:36 +0000

Jean Range, CFP®, EIG Senior Wealth Advisor,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips, what upcoming events are happening and the importance of supporting local businesses.

12-30-18 - Mike Roth - Economic Update

Ellenbecker Investment Group — Tue, 21 May 2019 14:05:48 +0000

12-23-18 - John O McManus - Dangers and Opportunities for Seniors

Ellenbecker Investment Group — Tue, 21 May 2019 14:00:21 +0000

12-16-18 - Weston Wellington - Investing in Uncertain Times

Ellenbecker Investment Group — Tue, 21 May 2019 13:45:16 +0000

12-15-18 - Jackie Brahney - Savings Bonds

Ellenbecker Investment Group — Tue, 21 May 2019 13:40:32 +0000

11-25-18 - Anne Mank - Estate Planing for Families with Special Needs Children

Ellenbecker Investment Group — Tue, 21 May 2019 13:35:37 +0000

11-24-18 - Terry Pavlic - Managing Bonds

Ellenbecker Investment Group — Tue, 21 May 2019 13:30:35 +0000

11-11-18 - Mari Pat McAuliff - Memory Care

Ellenbecker Investment Group — Tue, 21 May 2019 13:15:54 +0000

11-10-18 - Chip Duncan - Bridging the Gap Between Art and Commerce

Ellenbecker Investment Group — Tue, 21 May 2019 13:10:57 +0000

10-28-18 - Mike Milsted - Corporate Education

Ellenbecker Investment Group — Tue, 21 May 2019 13:05:17 +0000

10-27-18 - Robert Delamontagne - Honey I'm Home

Ellenbecker Investment Group — Tue, 21 May 2019 13:00:23 +0000

10-21-18 - Jonathan Jackson - MKE Film Festival

Ellenbecker Investment Group — Tue, 21 May 2019 12:55:18 +0000

10-20-18 - Bill Lyne - Estate Planning

Ellenbecker Investment Group — Tue, 21 May 2019 12:50:26 +0000

9-30-18 - Diane Gastrow - Life, Long Term Care and Burial Insurance

Ellenbecker Investment Group — Tue, 21 May 2019 12:45:32 +0000

9-29-18 - Julie Albrecht - Investment Scams and Frauds

Ellenbecker Investment Group — Tue, 21 May 2019 12:40:30 +0000

9-16-18 - Jim Larson - 2018 Medicare Updates

Ellenbecker Investment Group — Tue, 21 May 2019 12:35:28 +0000

9-15-18 - Sandra Geisler - Tax Updates

Ellenbecker Investment Group — Tue, 21 May 2019 12:30:40 +0000

9-2-18 - Cindy Robinson - Four Levels of Senior Care

Ellenbecker Investment Group — Tue, 21 May 2019 12:25:39 +0000

8-19-18 - Dr. Anthony DeFranco - Heart Health in Retirement

Ellenbecker Investment Group — Tue, 21 May 2019 12:20:31 +0000

8-18-18 - Chip Duncan - Duncan Entertainment

Ellenbecker Investment Group — Tue, 21 May 2019 12:15:42 +0000

8-5-18 - Bruce Nemovitz - Housing Market

Ellenbecker Investment Group — Tue, 21 May 2019 12:10:51 +0000

8-4-18 - Phil Remmers - Preparing to Launch

Ellenbecker Investment Group — Tue, 21 May 2019 12:05:58 +0000

7-22-18 - Rimas Milaitis - Economic Update

Ellenbecker Investment Group — Tue, 21 May 2019 12:00:01 +0000

7-21-18 - Alderman Michael Murphy - Addiction in Milwaukee

Ellenbecker Investment Group — Tue, 21 May 2019 11:55:03 +0000

7-14-18 - Cynthia Flynn - Aging - What Does a Number Mean

Ellenbecker Investment Group — Tue, 21 May 2019 11:50:13 +0000

7-15-18 - Ian Abston - Milwaukee Millennials

Ellenbecker Investment Group — Tue, 21 May 2019 11:40:19 +0000

6-24-18 - Anne Mank - Families with Special Needs Children

Ellenbecker Investment Group — Tue, 21 May 2019 11:35:26 +0000

6-16-18 - William Swendson - Beneficiaries in Estate Planning

Ellenbecker Investment Group — Tue, 21 May 2019 11:30:31 +0000

6-17-18 - Rod Griffin - Credit Reports

Ellenbecker Investment Group — Tue, 21 May 2019 11:25:37 +0000

5-27-18- Ruth Joachim - Planning for College

Ellenbecker Investment Group — Tue, 21 May 2019 11:20:33 +0000

5-26-18 - Jim Tarantino - Where You Live Matters

Ellenbecker Investment Group — Tue, 21 May 2019 11:15:41 +0000

5-13-18 - Diane Gastrow - Funeral Planning with Insurance

Ellenbecker Investment Group — Tue, 21 May 2019 11:10:47 +0000

5-12-18 - Jack Kosakowski - Financial Literacy in Schools

Ellenbecker Investment Group — Tue, 21 May 2019 11:05:56 +0000

4-29-18 - Mike Roth - Economic Update

Ellenbecker Investment Group — Tue, 21 May 2019 11:00:46 +0000

4-28-18 - David Bohl - Parallel Universes

Ellenbecker Investment Group — Tue, 21 May 2019 10:55:33 +0000

4-21-18 - Robert Delamontagne - The Retiring Mind

Ellenbecker Investment Group — Tue, 21 May 2019 10:45:39 +0000

4-7-18 - Dr. Aruna Tummala - Economics of Depression

Ellenbecker Investment Group — Tue, 21 May 2019 10:40:48 +0000

3-31-18 - Liza LeClaire - Workshops for Businesses

Ellenbecker Investment Group — Tue, 21 May 2019 10:35:44 +0000

3-24-18 - Brad Long - 5 Economic Themes

Ellenbecker Investment Group — Tue, 21 May 2019 10:30:54 +0000

3-17-18 - Mary Brown - Economic Update

Ellenbecker Investment Group — Tue, 21 May 2019 10:25:57 +0000

3-10-18 - Sarah Kent - Work Life Balance

Ellenbecker Investment Group — Tue, 21 May 2019 10:20:28 +0000

3-3-18 - Chuck Stansberry - Asset Protection for Seniors

Ellenbecker Investment Group — Tue, 21 May 2019 10:15:26 +0000

2-18-18 - Cobby Shereff - Trademarks

Ellenbecker Investment Group — Tue, 21 May 2019 10:10:19 +0000

2-17-18 - Bill Lyne - Estate Planning

Ellenbecker Investment Group — Tue, 21 May 2019 10:05:52 +0000

2-10-17 - John Hupalo - College Planning

Ellenbecker Investment Group — Tue, 21 May 2019 10:00:39 +0000

2-3-18 - Sandra Geisler - 2018 Tax Reform

Ellenbecker Investment Group — Thu, 09 May 2019 10:00:24 +0000