MoneySense Podcast
by Client (WISNAM)
For 25 years, listeners have counted on Karen Ellenbecker and our team of advisors for reliable, relevant information designed to help with life's challenges. Each show includes our wealth advisors giving their own financial perspective and interviews with local and global economists, attorneys, tax and real estate specialists, authors and other special guests.
Episodes
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3-17-19 – Gail Rust – Life and Laughter
3-17-19 – Gail Rust – Life and Laughter
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3-16-19 – Rich Polimeni – Preparing for College – 529s
3-16-19 – Rich Polimeni – Preparing for College – 529s
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3-3-19 - Wendy Baumann – WWBIC – Women in Business
3-3-19 - Wendy Baumann – WWBIC – Women in Business
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3-2-19 – Meghan Davis – Social Aspects of Senior Living
3-2-19 – Meghan Davis – Social Aspects of Senior Living
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2-2-19 – Susan Hansen – Collaborative Divorce
2-2-19 – Susan Hansen – Collaborative Divorce
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1-27-19 – Adela Schicker and Petr Ludwig – The End of Procrastination
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
1-26-19 – Kristin Settle and Claire Koenig – Visit Milwaukee
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12-30-18 – Mike Roth – Economic Update
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.
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.
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.
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
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...
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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
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…
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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.
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
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...
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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
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
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
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...
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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
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…
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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
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…
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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
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...
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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
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
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...
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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
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…
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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
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…
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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
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
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
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…
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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
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…
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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
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
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
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…
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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
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…
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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
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
Money Sense - Families with Special Needs Children
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Money Sense - How to Maximize an Inherited IRA
Money Sense - How to Maximize an Inherited IRA
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Money Sense - Credit Reports with Rod Griffin of Experian
Money Sense - Credit Reports with Rod Griffin of Experian
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Money Sense - Beneficiaries in Estate Planning
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
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...
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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
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…
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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.
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
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.
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
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.
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...
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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.
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
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...
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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
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
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
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
About this show
For 25 years, listeners have counted on Karen Ellenbecker and our team of advisors for reliable, relevant information designed to help with life's challenges. Each show includes our wealth advisors giving their own financial perspective and interviews with local and global economists, attorneys, tax and real estate specialists, authors and other special guests.
Hosted by
Client (WISNAM)
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