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Money Sense

Ellenbecker Investment Group
Money Sense
Latest episode

384 episodes

  • Money Sense

    Author Spotlight: Jen Marr on "Lifting Up"

    12/05/2026 | 29 mins.
    What does it mean to show up as a leader, especially in times of crisis, uncertainty, and burnout?

    In this special #AuthorSpotlight episode of Money Sense, we’re joined by Jen Marr, founder and CEO of Showing Up and author of Lifting Up. Through the “showing up” framework, Jen breaks supportive leadership down into clear, actionable behaviors leaders can apply in real time to reduce burnout, strengthen trust, and improve team connection.

    Jen shares her deeply personal journey, shaped by proximity to the Sandy Hook tragedy and the Boston Marathon bombing, and how those experiences sparked decades of research into human behavior, stress, and support. From the concept of the “awkward zone” to practical, repeatable micro-skills leaders can use right away, this conversation goes far beyond theory and into action.

    00:00 Why Showing Up Matters
    01:15 Jen Marr’s Story
    05:40 Stress, Disruption & the “Awkward Zone”
    10:40 The Showing Up Leadership Framework
    15:50 Practical Tools Leaders Can Use Today
    26:30 Steady Leadership, AI, & How to Connect with Jen

    ABOUT THE AUTHOR
    Jen Marr is the founder and CEO of Showing Up and the author of “Lifting Up”. Through research, training, and real-world application, Jen helps leaders build supportive cultures that reduce burnout, increase trust, and strengthen human connection, especially during times of stress and uncertainty.
    Book: "Lifting Up" is available on Amazon and major book retailers.
    Website: showing-up.com
    Personal Site: jenmarr.com

    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.
  • Money Sense

    Why Dividend Growth Matters in Today’s Market

    05/05/2026 | 31 mins.
    How can portfolios pursue growth while managing volatility and generating reliable income?

    In this episode of Money Sense, wealth advisor Jamie Williams sits down with Mary Brown, president and portfolio manager at Campbell Newman Asset Management, to explore why dividend growth investing continues to play a critical role in long‑term portfolio construction.

    Mary shares the history behind Campbell Newman and explains how dividend‑growing companies can signal financial strength, disciplined capital allocation, and management confidence, especially during volatile or uncertain markets. Together, they discuss how dividends contribute to total return, help dampen volatility, and fit into a broader active management strategy alongside diversification, quality, and risk control.

    Listen to Money Sense wherever you get your podcasts.

    #MoneySense #DividendGrowth #LongTermInvesting #ActiveManagement #PortfolioConstruction #MarketVolatility #WealthManagement #FinancialPlanning #StockMarketEducation

    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.
  • Money Sense

    Credit Scores, Debt, and Buying A Home

    28/04/2026 | 35 mins.
    With Americans carrying over $1.27 trillion in credit card debt, understanding how credit actually works and how it impacts homeownership is more important than ever.

    In this episode of Money Sense, Kristina Schnuckel, wealth advisor and director of client experience at Ellenbecker Investment Group, is joined by Ben Revak, senior loan advisor at ProVisor Inc., for a practical conversation about credit scores, consumer debt and buying a home.

    They break down common myths around credit card debt, explain what truly affects a credit score, and discuss why having debt does not automatically disqualify someone from homeownership. The episode also explores the difference between good and bad debt, how to prepare financially before buying a home, and what buyers should consider when thinking about mortgage rates and timing the market.

    00:00 Why Credit Scores Matter
    01:40 Credit Card Debt & Homeownership Myths
    07:33 What Really Makes Up a Credit Score
    15:55 Good Debt vs. Bad Debt (Mortgages Explained)
    20:35 How to Prepare for Buying a Home
    30:15 Mortgage Rates, Timing the Market & What to Know Now 

    New episodes of Money Sense drop weekly. Subscribe for more conversations about aligning your money with what matters most.

    #MoneySense #Homeownership #CreditScoreTips #DebtEducation #MortgageBasics #FinancialWellBeing #FirstTimeHomebuyer #MoneySensePodcast #FinancialPlanning

    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.
  • Money Sense

    Charitable Giving and Your Financial Plan

    21/04/2026 | 45 mins.
    How can generosity fit seamlessly into your financial plan and maximize tax efficiency?

    In this episode of Money Sense, wealth advisors Jamie Williams and Heather Deaton explore how charitable giving can fit into a well‑rounded financial plan. They discuss how generosity can be both personal and strategic, while still supporting long‑term family and financial goals.

    The conversation is grounded in the Five T’s of Philanthropy: time, talent, treasure, ties, and testimony. Using real examples, they highlight the many ways individuals and families can give back beyond writing a check.

    00:00 Why Philanthropy Is Core to the EIG Culture
    03:40 Defining Your “Why” in Charitable Giving
    07:30 The Five T’s of Philanthropy
    12:45 Volunteering & Real‑World Impact
    18:10 Securities, DAFs & Tax Efficiency
    28:50 QCDs, RMDs & Retirement‑Based Giving
    34:40 Legacy Giving, Estate Planning & Beneficiaries
    41:20 Final Takeaways

    #MoneySensePodcast #CharitableGiving #FinancialPlanning #Philanthropy #LegacyPlanning #TaxEfficientGiving #ValuesBasedPlanning

    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
  • Money Sense

    Setting Kids Up for Financial Success

    14/04/2026 | 40 mins.
    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.
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About Money Sense
Money Sense is your trusted guide to building true wealth—beyond just money. Hosted by Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group (EIG), this weekly podcast helps you make confident decisions about your finances, health, and legacy. For over 35 years, Karen and the EIG Wealth Advisors have combined financial planning expertise with insights from economists, attorneys, authors, tax professionals, and other thought leaders. Each episode explores how to align your money with your values, create a life you love, and leave a lasting impact. Whether you’re planning for retirement, navigating taxes, or simply looking for financial clarity, Money Sense delivers practical strategies and inspiring conversations to help you live with purpose. New episodes every Tuesday. Subscribe now and start building wealth that makes sense—for your life and your legacy.
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