Latest Episodes
71
8-3-19 - Liza LeClaire - Succession Planning
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
70
7-20-19 - Karen Trimble and Katy Thomas - Housing Market
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Karen Trimble and Katy Thomas, Real Estate Agents with Keller Williams to talk...
69
7-7-19 - Patty Jackson - Flip Your Focus
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to...
68
7-6-19 - Mike Roth - Economic Update
EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
67
6-30-19 - Tom Shanley - Medicare
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and...
66
6-29-19 - Jules Philippi - Health and Wellness
EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager...