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Money Sense

Author: Ellenbecker Investment Group

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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.
319 Episodes
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Pushing To The Front

Pushing To The Front

2024-11-1040:32

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. 
Tammy Niemann, EIG Wealth Advisor, sits down with Dr. Macie Smith, Author & Licensed Social Worker, and Jenny Wagner, Elder Care Consultant & Co-Owner of Vesta Senior Network to discuss supportive options for families caring for a loved one with dementia.
Insurance

Insurance

2024-10-2644:35

Join Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at Robertson Ryan Insurance about property & casualty insurance.
Risk & Return

Risk & Return

2024-10-1342:59

Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter.  
Heather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude.  
Join the EIG tax team as they explore tax proposals for each presidential candidate while embracing an eventual sunset of current tax law as we know it.
Medicare - 2024

Medicare - 2024

2024-09-1545:33

Join Jean Range, Senior Wealth Advisor at EIG, as she talks with Jim Larson, licensed insurance agent & producer at HealthMarkets, about how to make informed decisions regarding your healthcare coverage. 
Pillows with Wings

Pillows with Wings

2024-09-1445:30

Jill Economou, EIG Director of Community Relations, guest hosts Money Sense to have a discussion with Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, about the impact of Pillows with Wings to area children.
Jamie Williams, EIG Wealth Advisor, sits down with Dr. Glenn Mueller, Professor at Franklin L. Burns School of Real Estate & Construction Management, University of Denver to discuss the current state of real estate markets.
Importance of Boards

Importance of Boards

2024-08-1845:30

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Karen Hung, Founder & CEO of Silver Rock Consulting, to discuss how boards play an essential role in organizations.  
Bond Market

Bond Market

2024-08-1744:00

Join Jamie Williams, Wealth Advisor at EIG, as he talks with Dick Schiller, CFA, CPA of Pavlic Investment Advisors, Inc. about the current trends in the bond market.    
Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia.    
Funeral Planning

Funeral Planning

2024-08-0345:45

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts.    
Energy Costs

Energy Costs

2024-07-2144:12

Heather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price increases, ways to save on utility bills, and the importance of advocacy for residents and small businesses.
How to Spend Your 529

How to Spend Your 529

2024-07-2043:25

Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible expense options.
Retirement Panel

Retirement Panel

2024-07-0743:43

Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on the journey from work to retirement.
Heather Deaton, EIG Wealth Advisor, sits down with Shantell Riley, end-of-life doula, certified grief counselor and founder of Dignity With Departure LLC, to discuss how to have family conversations about your final wishes.  
Listen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and some of the biggest lessons we’ve learned along the way.  
Discover EIG Tax

Discover EIG Tax

2024-06-2242:31

Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon.    
Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the right talent and developing strong leaders.
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