Latest Episodes
63
5-26-19 - Anne Mank - Simple Rules of Personal Finance
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.
62
5-25-19 - Lori Coonen - Your Family Legacy
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your...
61
5-12-19 - Mary Brown - Economic Update
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, reviews the state of the economy and dividend trends so far in 2019 with returning guest...
60
5-11-19 - Karen Ellenbecker and Julie Ellenbecker-Lipsky - Proper Perspective
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and...
59
4-28-19 - Anne Mank - The Basics of Finances
Anne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She...
58
4-27-19 - Erin Lowry - The Broke Millennial
EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Erin Lowry, author of "The Broke Millennial: Takes on Investing" discuss financial planning for millennials...