Latest Episodes
95
3-29-20 - Bruce Nemovitz - Housing Market
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the...
94
3-28-20 - Melissa Tosetti - The Savvy Life
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...
93
3-15-20 - Cindy Olson - Funeral Planning
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of...
92
3-14-20 - Phil Remmers - SECURE Act
Jean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE...
91
02-2-20 - Melissa Tosetti - The Savvy Life
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...
90
02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving
Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and...