Latest Episodes
164
5-16-21 – Jim Temmer - Identity Theft
Jamie Williams, CFP®, EIG Wealth Advisor, talks with Jim Temmer, President & CEO of the Better Business Bureau, to discuss identity theft, the current...
163
5-15-21 – Emily Guy Birken - The 5 Years Before You Retire
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to...
162
5-2-21 – Dave Maaske – SCORE Milwaukee
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their...
161
5-1-21 – Cara Ogburn - MKE Film Festival
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival...
160
4-18-21 – Richard Schiller - Bond Management
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic...
159
4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the Decades
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of...