02-2-20 - Melissa Tosetti - The Savvy Life

Episode 91 February 03, 2020 00:40:59
02-2-20 - Melissa Tosetti - The Savvy Life
Money Sense
02-2-20 - Melissa Tosetti - The Savvy Life

Feb 03 2020 | 00:40:59

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.

Other Episodes

Episode 66

July 01, 2019 00:42:09
Episode Cover

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...

Listen

Episode

February 04, 2024 00:44:03
Episode Cover

Q1 2024 Market Updates

Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent...

Listen

Episode 87

December 09, 2019 00:43:38
Episode Cover

12-07-19 - Sue Gresham - LinkedIn 101

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Sue Gresham, The LinkedIn Lady, Consulting, Training & Coaching to discuss how to build your...

Listen