Latest Episodes
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...
57
4-21-19 – Nick Starr – Property and Casualty Insurance
EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial & Personal Insurance Counselor with The Starr Group, about why it is...
56
4-20-19 – Anne Mank – What Keeps You Up At Night
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address...
55
3-31-19 - Bill Lyne - Second Homes
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when...
54
3-30-19 - David Barnett - Art Collecting and Appraisals
Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to...