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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.
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.
365 Episodes
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What makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question.
In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engagement can drive meaningful growth and success.
Perfect for business leaders and team members looking to enhance their workplace environment.
Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.
In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.
Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders.
Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone.
Thinking abouot your child's education options? Karen Ellenbecker and Chris McGee discuss smart savings strategies and career trends.
In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act.
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.
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.
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.
Discover how parents can gracefully transition into the empty nest phase in this episode featuring Corporate Wellness Consultant Jill Butterfield.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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