Latest Episodes
52
3-16-19 - Rich Polimeni - Saving for College
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
51
3-3-19 - Wendy Baumann - WWBIC - Women in Business
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary...
50
3-2-19 - Meghan Davis - Social Aspects of Senior Living
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...
49
2-23-19 - Terry Pavlic - Recession Risks
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor,talks with Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and...
48
2-2-19 - Susan Hansen - Collaborative Divorce
Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce,...
47
1-27-19 - Adela Schicker and Petr Ludwig - The End of Procrastination
Jean Range, CFP®, EIG Senior Wealth Advisor,talks with Adela Schicker and Petr Ludwig, co-authors of "The End of Procrastination" about how to be more...