All episodes

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

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

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

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

2-2-19 – Susan Hansen – Collaborative Divorce

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

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

12-30-18 – Mike Roth – Economic Update

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 - 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 -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 -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 childre

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 - 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 - 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

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

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 -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 -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 -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 -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 - 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

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

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

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

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

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 -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-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

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

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

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

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

Money Sense - Families with Special Needs Children

Money Sense - How to Maximize an Inherited IRA

Money Sense - Credit Reports with Rod Griffin of Experian

Money Sense - Beneficiaries in Estate Planning

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 - 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 - 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.

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

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.

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

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.

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.

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

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 - 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 - 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 - 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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

Money Sense Heart and Financial Health

Money Sense 2017 Year End Tax Updates