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

Money Sense

Feb 03 2020 | 00:40:59

00:00 / 00:40:59

Hosted By

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 64

June 17, 2019 • 00:43:19

6-15-19 - Sandra Geisler - Tax Planning

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year...

Episode 117

May 19, 2020 • 00:42:01

COVID-19 Edition #19 - Steve Parrish - Impact of SECURE Act & CARES Act on Retirement Planning

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Steve Parrish, Co-Director of The American College and Adjunct Professor of Advanced Planning,...

Episode 0

October 04, 2021 • 00:43:36

10-3-21 - Jim Larson - Medicare

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare...