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Money Sense
Ellenbecker Investment Group
361 episodes
2 weeks ago
Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other interesting guests. Money Sense airs each Saturday at 2pm and Sunday at 12pm on WISN AM 1130. For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.
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Government
Business,
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All content for Money Sense is the property of Ellenbecker Investment Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other interesting guests. Money Sense airs each Saturday at 2pm and Sunday at 12pm on WISN AM 1130. For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.
Show more...
Government
Business,
News
Episodes (20/361)
Money Sense
OBBBA: What To Do Before Year-End
2 weeks ago
32 minutes 21 seconds

Money Sense
Market Update
Wealth Advisor Jamie Williams and CEO of Capital Market Consultants Barry Mendelson unpack the market from economic shifts to tech and AI trends, sector performance, and why gold is on the rise. 
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2 weeks ago
43 minutes 22 seconds

Money Sense
Transparent Mortgage Solutions
Buying a home doesn’t have to be overwhelming. In this episode, Kristina Schnuckel, Wealth Advisor, teams up with mortgage expert Ben Revak from ProVisor, Inc. to break down the home loan process. Learn how transparency and expert guidance can make securing a mortgage stress-free for every homebuyer.
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4 weeks ago
45 minutes 17 seconds

Money Sense
Technology Trends and Transformation
How did the pandemic accelerate tech innovation, and what does that mean for businesses today? Join Karen Ellenbecker, Founder & Senior Wealth Advisor, as she sits down with strategic AI advisor Dan Burrus to explore the latest technology trends shaping industries.
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4 weeks ago
46 minutes

Money Sense
Empty Nesting: Redefining Roles and Relationships
Discover how parents can gracefully transition into the empty nest phase in this episode featuring Corporate Wellness Consultant Jill Butterfield.
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1 month ago
43 minutes 8 seconds

Money Sense
Estate Planning: The Role of a Trustee
What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in this episode
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1 month ago
45 minutes 17 seconds

Money Sense
Mastering Medicare
If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent Insurance Agent, to break down what you really need to know—whether you're approaching retirement or helping a loved one navigate coverage.
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1 month ago
43 minutes 16 seconds

Money Sense
AI Scams
Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor Heather Deaton, featuring Financial Crimes Investigator April DeValkaenare.
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1 month ago
42 minutes 31 seconds

Money Sense
Insurance Through The Storms
Host Kristina Schnuckel is joined by Kim Acheson and MK Christensen of Robertson Ryan Insurance to discuss how recent flooding in Southeastern Wisconsin underscores the need for strong insurance coverage. They share practical tips to help you stay protected through life's unexpected storms. 
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2 months ago
45 minutes 22 seconds

Money Sense
Charitable Giving After OBBBA Reform
In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals. 
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2 months ago
45 minutes 27 seconds

Money Sense
The Wizard of Finance: Unmasking Market Myths
Join us as Mike Roth, President of Black Maple Capital, unravels the complexities of the financial world through the lens of 'The Wizard of Oz', exploring the realities behind market perceptions and economic myths. 
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2 months ago
45 minutes 12 seconds

Money Sense
Art & Estate: Planning Your Legacy
Karen Ellenbecker, Phil Remmers, Attorney and Partner at Cramer Multhauf, and Alan Perlstein, CEO of Lily Pad Art Gallery, Delve into the art of collecting and preserving valuable pieces, offering insights on estate planning and the emotional connections behind cherished artworks. 
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2 months ago
45 minutes 14 seconds

Money Sense
Real Estate Rundown
Wealth Advisor, Jamie Williams sits down with Dr. Glenn R. Mueller, PhD, Professor Emeritus and Real Estate Expert at the University of Denver. Together, they explore the evolving landscape of real estate, from the impact of COVID-19 on property types to the intricacies of REIT investments. 
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3 months ago
44 minutes 38 seconds

Money Sense
Navigating the Job Search
Join Cara Olson, EIG's Chief People Officer, as she chats with Sara Reed, Founder of Moonstone Coaching and Consulting. They delve into the emotional and technological shifts in today's job market, offering insights on using AI for job research and the power of personal networks. 
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3 months ago
45 minutes 2 seconds

Money Sense
One Big Beautiful Bill Act
Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, as she talks with EIG Tax Planning Advisor, Catherine Watson, about the tax implications you need to know from the recently passed One Big Beautiful Bill Act. 
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3 months ago
44 minutes 41 seconds

Money Sense
Investing 101
Join Tammy Niemann, EIG Wealth Advisor, and Kristina Schnuckel, EIG Wealth Advisor and Director of Client Experience, and take the first step toward financial confidence with our Investing 101 Seminar. Learn the essentials of building a portfolio, understanding accounts, and planning for the future. 
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3 months ago
45 minutes 15 seconds

Money Sense
Workers Compensation
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Margaret Krei from Scopelitus Law Firm as they dive into the world of workers' compensation with practical tips and real-life stories to help both employers and employees stay safe and informed. 
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4 months ago
45 minutes 1 second

Money Sense
Conservative Healthcare
Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Dr. Travis Walters from Catalyst Wellness about the importance of a holistic approach to treatment, the significance of understanding one's body, preventing injuries, and the impact of diet on overall well-being. 
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4 months ago
45 minutes 14 seconds

Money Sense
Choosing Long-Term Care
Tune in as Jenny Wagner from Vesta Senior Network joins EIG Wealth Advisor Kristina Schnuckel and Insurance Liaison Evan Brown to unpack the journey of senior care—from home help to care centers, costs, insurance options, and how to make the most of Medicaid. It’s a powerful conversation every family should hear.
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4 months ago
39 minutes 57 seconds

Money Sense
Q2 Bond and Stock Market Review
Tune in to hear Jamie Williams, EIG Wealth Advisor, and Dick Schiller of Pavlic Investment Advisors talk about recent trends in the stock and bond markets including interest rate movements, the bond vigilantes, stock sector performance, and how financial planning brings it all together.    
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4 months ago
42 minutes 33 seconds

Money Sense
Tune in as Ellenbecker Investment Group Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other interesting guests. Money Sense airs each Saturday at 2pm and Sunday at 12pm on WISN AM 1130. For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.