3-28-20 - Melissa Tosetti - The Savvy Life

Money Sense

Mar 30 2020 | 00:44:23

00:00 / 00:44:23

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

July 14, 2026 • 00:38:28

The Difference Between Tax Preparation and Tax Planning

Taxes are often something people think about once a year. Gather the documents, file the return, and move on. But what if that approach...

Episode 83

November 11, 2019 • 00:43:20

11-09-19 - Susan Hansen - Divorce Planning

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Susan Hansen, Collaborative Lawyer & Mediator with Hansen & Hildebrand, s.c., about choosing...

Episode

May 05, 2026 • 00:31:08

Why Dividend Growth Matters in Today’s Market

How can portfolios pursue growth while managing volatility and generating reliable income? In this episode of Money Sense, wealth advisor Jamie Williams sits down...