11-29-20 - Jennifer Buchholz - Budgeting with Excel

Money Sense

Nov 30 2020 | 00:43:42

00:00 / 00:43:42

Hosted By

Show Notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.

Other Episodes

Episode 76

September 16, 2019 • 00:42:22

9-14-19 - Ruth Busalacchi - Synergy HomeCare

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Ruth Busalacchi, President and Owner with Synergy HomeCare, about how to create a plan...

Episode 163

May 17, 2021 • 00:40:32

5-15-21 – Emily Guy Birken - The 5 Years Before You Retire

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to...

Episode

June 10, 2023 • 00:45:35

Asset Appraisal with Timothy Stenger

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance...