MoneySense Podcast

3-17-19 – Gail Rust – Life and Laughter

Sun, 17 Mar 2019 19:45:49 +0000

3-17-19 – Gail Rust – Life and Laughter

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3-16-19 – Rich Polimeni – Preparing for College – 529s

Sun, 17 Mar 2019 19:43:05 +0000

3-16-19 – Rich Polimeni – Preparing for College – 529s

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3-3-19 - Wendy Baumann – WWBIC – Women in Business

Sun, 17 Mar 2019 19:39:16 +0000

3-3-19 - Wendy Baumann – WWBIC – Women in Business

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3-2-19 – Meghan Davis – Social Aspects of Senior Living

Sun, 17 Mar 2019 19:36:59 +0000

3-2-19 – Meghan Davis – Social Aspects of Senior Living

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2-2-19 – Susan Hansen – Collaborative Divorce

Sun, 10 Feb 2019 21:47:05 +0000

2-2-19 – Susan Hansen – Collaborative Divorce

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1-27-19 – Adela Schicker and Petr Ludwig – The End of Procrastination

Sun, 10 Feb 2019 21:43:06 +0000

1-27-19 – Adela Schicker and Petr Ludwig – The End of Procrastination

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1-26-19 – Kristin Settle and Claire Koenig – Visit Milwaukee

Sun, 10 Feb 2019 21:40:08 +0000

1-26-19 – Kristin Settle and Claire Koenig – Visit Milwaukee

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12-30-18 – Mike Roth – Economic Update

Sun, 10 Feb 2019 21:36:23 +0000

12-30-18 – Mike Roth – Economic Update

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Money Sense -Top 10 Dangers and Opportunities for Seniors - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by John O. McManus, Attorney with McManus & Associates.

Sun, 06 Jan 2019 23:37:10 +0000

Money Sense -Top 10 Dangers and Opportunities for Seniors - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by John O. McManus, Attorney with McManus & Associates.

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Money Sense - Investing in Uncertain Times - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Weston Wellington, Vice President of Dimensional Fund Advisors.

Sun, 06 Jan 2019 23:29:20 +0000

Money Sense - Investing in Uncertain Times - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Weston Wellington, Vice President of Dimensional Fund Advisors.

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Money Sense -Savings Bonds - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Jackie Brahney, U.S. Savings Bond expert and Marketing Director for SavingsBonds.com.

Sun, 06 Jan 2019 23:27:14 +0000

Money Sense -Savings Bonds - Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Jackie Brahney, U.S. Savings Bond expert and Marketing Director for SavingsBonds.com.

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Money Sense -Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children

Sun, 02 Dec 2018 19:50:15 +0000

Money Sense -Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.

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Money Sense - Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs childre

Sun, 02 Dec 2018 19:48:35 +0000

Money Sense - Estate Planning for Families with Special Needs Children Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by EIG Wealth Advisor, Anne Mank, CFP®, CPA, to discuss the challenges and rewards of raising special needs children. Anne will tell us about ABLE accounts and what to know about estate planning for families who are raising a child with special needs.

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Money Sense - Managing Bonds Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.

Sun, 02 Dec 2018 19:46:36 +0000

Money Sense - Managing Bonds Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.

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Money Sense - Memory Care Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the memory care unit of senior communities with Mari Pat McAuliff, Director of Memory Care Services with Capri Senior Communities. Learn what services are avai

Sun, 02 Dec 2018 19:44:54 +0000

Money Sense - Memory Care Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the memory care unit of senior communities with Mari Pat McAuliff, Director of Memory Care Services with Capri Senior Communities. Learn what services are available and what can be done to support loved ones when this kind of care is needed

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Money Sense - Bridging the Gap Between Art and Commerce Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from aroun

Sun, 02 Dec 2018 19:42:37 +0000

Bridging the Gap Between Art and Commerce

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world.

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

Sun, 02 Dec 2018 19:40:33 +0000

The Retiring Mind

Jean Range, CFP®, EIG Senior Wealth Advisor, discusses the psychology of retirement with book author, Robert Delamontagne. Robert has written the "The Retiring Mind" and "Honey, I'm Home" and will talk about marriage and relationships as you transition into this phase of life.

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

Sun, 04 Nov 2018 19:25:18 +0000

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

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

Sun, 28 Oct 2018 18:06:48 +0000

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

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

Sun, 28 Oct 2018 17:47:38 +0000

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

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

Sun, 28 Oct 2018 17:45:00 +0000

Money Sense -Milwaukee Film Festival Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jonathan Jackson, Artistic & Executive Director of Milwaukee Film, to talk about the upcoming 2018 Milwaukee Film Festival from October 18 - November 1. Jonathan will give us the details of how to attend, what to expect and the exciting new additions to this year's festival.

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

Sun, 28 Oct 2018 17:42:19 +0000

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

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

Sun, 07 Oct 2018 18:19:51 +0000

Life, Long Term Care and Burial Insurance
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Insurance Planning, Diane Gastrow, to discuss life and long term care insurance. Learn how to interpret your insurance policy statement and how to use insurance to pay for final expenses using a
Funeral Expense Trust.

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

Sun, 07 Oct 2018 18:15:37 +0000

BBB - Outsmarting Investment Fraud
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses how to be aware of investment frauds and scams with Julie Albrecht, Director of Marketing and Communications with the Better Business Bureau serving Wisconsin. Learn the statistics of fraud and what the red flags are to watch for.

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

Sun, 07 Oct 2018 18:13:05 +0000

2018 Medicare Updates
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment periods and what the different Medicare plans and supplements have to offer.

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

Sun, 07 Oct 2018 18:10:17 +0000

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

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

Sun, 07 Oct 2018 18:06:45 +0000

Four Levels of Care
Karen Ellenbecker is joined by Cindy Robinson, Director of Sales & Marketing for Capri Senior Communities, to talk about what four different levels of senior care are available. Cindy will talk to us about what things families should consider as they plan for the future.

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

Sun, 02 Sep 2018 16:40:04 +0000

Money Sense -Heart Health in Retirement

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Dr. Anthony DeFranco, MD, Interventional and Preventative Cardiologist at Aurora St. Luke's Medical Center, about how to keep your heart healthy as you age. Dr. DeFranco will talk about heart disease, how to prevent it and medical ways to help treat it.

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

Sun, 02 Sep 2018 16:37:22 +0000

Money Sense -Arts and Entertainment

Karen Ellenbecker is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world. Chip will also tell us about his current exhibit that is featured at the Charles Allis Museum in Milwaukee.

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Money Sense-Preparing Your Home to Sell or Downsize Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of selling or downsiz

Sun, 02 Sep 2018 16:34:17 +0000

Money Sense -Preparing Your Home to Sell or Downsize

Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of selling or downsizing.

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

Sun, 02 Sep 2018 16:29:07 +0000

Estate Planning for College Students

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Attorney Phil Remmers of Cramer, Multhauf & Hammes, LLP about estate planning for students heading to college. Phil will discuss Powers of Attorney, leases, loans and rental insurance.

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

Sun, 22 Jul 2018 17:42:22 +0000

Solving the Addiction Crisis in Milwaukee

Karen Ellenbecker is joined by Alderman Michael Murphy who represents the 10th District on the Milwaukee Common Council to discuss addiction in Milwaukee. Alderman Murphy will talk through his current report on the Heroin and Opiates Initiative to state the facts, bring awareness and tell us what is being done in Milwaukee County to stop this problem.

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Money Sense - Milwaukee Millennials and the Hoan Bridge EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Ian Abston, Urban Alchemist and Founder of NEWaukee, and Lori Richards, President of Mueller Communications, about millennials in

Sun, 22 Jul 2018 17:38:03 +0000

Milwaukee Millennials and the Hoan Bridge

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Ian Abston, Urban Alchemist and Founder of NEWaukee, and Lori Richards, President of Mueller Communications, about millennials in Milwaukee. Ian and Lori will also tell us about the Light the Hoan Bridge project.

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Money Sense - Aging: What Does a Number Mean Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about the psychology behin

Sun, 22 Jul 2018 17:35:57 +0000

Aging: What Does a Number Mean

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about the psychology behind

aging and finances.

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Money Sense - Families with Special Needs Children

Sun, 24 Jun 2018 18:08:56 +0000

Money Sense - Families with Special Needs Children

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Money Sense - How to Maximize an Inherited IRA

Sun, 24 Jun 2018 18:07:00 +0000

Money Sense - How to Maximize an Inherited IRA

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Money Sense - Credit Reports with Rod Griffin of Experian

Sun, 24 Jun 2018 17:44:06 +0000

Money Sense - Credit Reports with Rod Griffin of Experian

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Money Sense - Beneficiaries in Estate Planning

Sun, 24 Jun 2018 17:41:22 +0000

Money Sense - Beneficiaries in Estate Planning

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Money Sense - Where You Live Matters Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jim Tarantino, Founder and Principal of Capri Senior Communities to discuss why where you live and choices of lifestyle can impact how you age. Lea

Sun, 03 Jun 2018 16:34:11 +0000

Money Sense - Where You Live Matters Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jim Tarantino, Founder and Principal of Capri Senior Communities to discuss why where you live and choices of lifestyle can impact how you age. Learn about how The American Seniors Housing Association (AHSA) created Where You Live Matters to educate consumers about senior living options.

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Money Sense - Financial Literacy in Schools EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Jack Kosakowski, CEO of Junior Achievement, about teaching students personal finance and financial decision making. Learn the findings from t

Sun, 03 Jun 2018 16:29:09 +0000

Money Sense - Financial Literacy in Schools EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Jack Kosakowski, CEO of Junior Achievement, about teaching students personal finance and financial decision making. Learn the findings from the Junior Achievement Personal Finance Survey on how current students feel about their future and where they seek out financial advice

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Money Sense - Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

Sun, 03 Jun 2018 16:25:18 +0000

Money Sense - Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

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Parallel Universes: The Story of Rebirth Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by David Bohl, author of Parallel Universes: The Story of Rebirth, to discuss empowering yourself and others to rebuild during and after addictio

Sun, 06 May 2018 17:25:42 +0000

Parallel Universes: The Story of Rebirth

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by David Bohl, author of Parallel Universes: The Story of Rebirth, to discuss empowering yourself and others to rebuild during and after addiction and mental illness.

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Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

Sun, 06 May 2018 17:23:01 +0000

Mental Health

Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

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The Retiring Mind Jean Range, CFP®, Senior Wealth Advisor, is joined by Robert Delamontagne, author of The Retiring Mind, to discuss the psychology of retirement. Learn how to become more prepared emotionally and what mistakes to avoid during the transiti

Sun, 06 May 2018 17:21:02 +0000

The Retiring Mind

Jean Range, CFP®, Senior Wealth Advisor, is joined by Robert Delamontagne, author of The Retiring Mind, to discuss the psychology of retirement. Learn how to become more prepared emotionally and what mistakes to avoid during the transition.

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Economics of Depression Senior Wealth Advisor, Jean Range, CFP®, discusses the statistics of depression with Aruna Tummala, MD, a board-certified adult and geriatric psychiatrist and founder of Trinergy Center for Integrative Psychiatry in New Berlin, WI.

Sun, 08 Apr 2018 14:26:21 +0000

Economics of Depression
Senior Wealth Advisor, Jean Range, CFP®, discusses the statistics of depression with Aruna Tummala, MD, a board-certified adult and geriatric psychiatrist and founder of Trinergy Center for Integrative Psychiatry in New Berlin, WI. Learn how depression affects the general public medically and financially and what solutions are available.

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Workshops for Businesses Jean Range, CFP®, Senior Wealth Advisor, is joined by Liza LeClaire, Vistage Chair, to talk about why mentoring executive groups and providing employee workshops as a benefit can help provide credibility and value to a business.

Sun, 08 Apr 2018 14:24:17 +0000

Workshops for Businesses
Jean Range, CFP®, Senior Wealth Advisor, is joined by Liza LeClaire, Vistage Chair, to talk about why mentoring executive groups and providing employee workshops as a benefit can help provide credibility and value to a business.

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Five Economic Themes for 2018 - Karen Ellenbecker is joined by Brad Long, CFA, Principal & Research Director - Global Public Markets with Dimeo Schneider & Associates, LLC about what five economic themes should be monitored in 2018. Brad will also give us

Sun, 08 Apr 2018 14:22:03 +0000

Five Economic Themes for 2018
Karen Ellenbecker is joined by Brad Long, CFA, Principal & Research Director - Global Public Markets with Dimeo Schneider & Associates, LLC about what five economic themes should be monitored in 2018. Brad will also give us a
year-to-date market update.
Foodsense Segment 33: Sorbet

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Money Sense -Creating Life Balance - Sarah Kent, Senior Dietitian and Health Coach with Froedtert & the Medical College of Wisconsin Workforce Health, about life balance. Hear Sarah give tips on how to improve our sleep, physical activity, nutrition and m

Sun, 11 Mar 2018 17:01:46 +0000

Money Sense -Creating Life Balance - Sarah Kent, Senior Dietitian and Health Coach with Froedtert & the Medical College of Wisconsin Workforce Health, about life balance. Hear Sarah give tips on how to improve our sleep, physical activity, nutrition and mindfulness. FoodSense

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Money Sense - is joined by Chuck Stansberry, Attorney at Schober, Schober & Mitchell, s.c., to discuss asset protection and long term care planning for seniors. Chuck will talk about the difference between Medicare and Medicaid and how irrevocable trusts c

Sun, 11 Mar 2018 16:57:10 +0000

Money Sense - is joined by Chuck Stansberry, Attorney at Schober, Schober & Mitchell, s.c., to discuss asset protection and long term care planning for seniors. Chuck will talk about the difference between Medicare and Medicaid and how irrevocable trusts can help you plan for the future. FoodSense

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Money Sense - talks with Bill Lyne, Attorney at Lyne Law Firm, LLC about the process of estate planning. Learn the difference between a will and a trust and why it is important to have your Powers of Attorney in place. -Food Sense

Sun, 11 Mar 2018 16:52:36 +0000

Money Sense - talks with Bill Lyne, Attorney at Lyne Law Firm, LLC about the process of estate planning. Learn the difference between a will and a trust and why it is important to have your Powers of Attorney in place.
Food Sense

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Money Sense - College Planning Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, talks with John Hupalo, Founder & CEO of Invite Education to discuss education loan finance and college planning. John will give us tips on how to make your co

Sun, 11 Feb 2018 18:15:38 +0000

College Planning
Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, talks with John Hupalo, Founder & CEO of Invite Education to discuss education loan finance and college planning. John will give us tips on how to make your college education more affordable and how to maximize your return on investment.
FoodSense Segment

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Money Sense - 2018 Tax Reform Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to breakdown the 2018 tax reform and discuss how to optimize new tax planning strategies for you

Sun, 11 Feb 2018 18:11:58 +0000

2018 Tax Reform
Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to breakdown the 2018 tax reform and discuss how to optimize new tax planning strategies for your investment portfolio.
FoodSense

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Money Sense - Be Prepared Everyone needs an exit plan of some sort; whether it is for retirement, a business sale, downsizing or transitioning to assisted living.

Sun, 21 Jan 2018 18:13:01 +0000

Be Prepared
Everyone needs an exit plan of some sort; whether it is for retirement, a business sale, downsizing or transitioning to assisted living. Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how to create a contingency plan or back up plan for when your current situation is changing.
Foodsense Segment: Duck with Cherry Sauce

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Money Sense - Advisors Who Inspire Confidence Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP®

Sun, 21 Jan 2018 18:07:19 +0000

Advisors Who Inspire Confidence
Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how Ellenbecker Investment Group's passion and goal is to inspire people to plan and create a financial legacy for their family. We are dedicated to connecting generations through core values and family culture.
Foodsense Segment: Holiday Pork Roast

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Money Sense -Non-Profit Highlight with Jill Economou. Food Sense -Compound Butter

Sun, 17 Dec 2017 18:40:37 +0000

Money Sense -Non-Profit Highlight with Jill Economou. Food Sense -Compound Butt

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Money Sense - Terry PavlicCFA Talks about the Economic Update. Food Sense -Dijion and Thyme Crusted Salmon

Sun, 17 Dec 2017 18:37:06 +0000

Money Sense - Terry PavlicCFA Talks about the Economic Update. Food Sense -Dijion and Thyme Crusted Salmon

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Collaborative Divorce 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. FOODSENSE: Dijon

Sun, 10 Dec 2017 17:42:34 +0000

Collaborative Divorce
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.
FOODSENSE: Dijon and Thyme Crusted Salmon

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Preparing to Downsize Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of downsizing. FOODSENSE: Steak and Eggs

Sun, 10 Dec 2017 17:39:46 +0000

Preparing to Downsize
Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of downsizing.
FOODSENSE: Steak and Eggs

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Economic Update Karen Ellenbecker talks with Mike Roth, Founding Principal of Stark Investments, about the current economic status of the market. Mike will give us a year-to-date update and will discuss current market volatility. FOODSENSE: Curried Swee

Sun, 10 Dec 2017 17:37:51 +0000

Economic Update
Karen Ellenbecker talks with Mike Roth, Founding Principal of Stark Investments, about the current economic status of the market. Mike will give us a year-to-date update and will discuss current market volatility.
FOODSENSE: Curried Sweet Potato Omelet

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2017 Medicare Updates EIG Senior Wealth Advisor, Jean Range, CFP®, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment perio

Sun, 03 Dec 2017 18:26:04 +0000

2017 Medicare Updates
EIG Senior Wealth Advisor, Jean Range, CFP®, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment periods and what the different Medicare plans and supplements have to offer.
FoodSense Segment 10 – Indian Curried Garbanzo Beans

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The Soul of Money - Part 2 Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk abou

Mon, 20 Nov 2017 01:49:05 +0000

The Soul of Money - Part 2
Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk about the psychology behind how and why people are connected to their money in different ways. Part 2 of 2.
FoodSense Segment 13 – Chicken and Broccoli Omelet

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The Soul of Money - Part 1 Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk abo

Mon, 20 Nov 2017 01:46:51 +0000

The Soul of Money - Part 1
Karen Ellenbecker is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about your personal relationship with your finances. Karen and Cynthia will talk about the psychology behind how and why people are connected to their money in different ways. Part 1 of 2.
FoodSense Segment 12 – Sweet Potatoes

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Saving for College EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college

Mon, 20 Nov 2017 01:44:20 +0000

Saving for College
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college

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Non-Profit Highlights - The Blood Center of WI, Feeding America Eastern WI, & Special Olympics Wisconsin Inc. - FoodSense: Multi Ply Pots and Pans

Sun, 22 Oct 2017 17:53:46 +0000

Non-Profit Highlights - The Blood Center of WI, Feeding America Eastern WI, & Special Olympics Wisconsin Inc. -

FoodSense: Multi Ply Pots and Pans

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Gary Ross - business coach, CEO, author - talks aboout growth and his book "The Growth Cube." Food Sense - Baking & Pastry Dishes

Sun, 22 Oct 2017 17:42:39 +0000

Gary Ross - business coach, CEO, author - talks aboout growth and his book "The Growth Cube."

Food Sense - Baking & Pastry Dishes

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Money Sense Heart and Financial Health

Sun, 01 Oct 2017 17:11:25 +0000

Money Sense Heart and Financial Health
Food Sense - Pots and Pans - Part 1

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Money Sense 2017 Year End Tax Updates

Sun, 01 Oct 2017 17:04:56 +0000

Money Sense 2017 Year End Tax Updates

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