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Money Sense

Podcast Money Sense
Ellenbecker Investment Group
Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book...
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Available Episodes

5 of 323
  • Aging Parents
    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.
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    44:50
  • Estate Planning
    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.  
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    44:49
  • Charitable Giving
    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.
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    47:42
  • Holiday Scams
    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.
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    45:37
  • Pushing To The Front
    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. 
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    40:32

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