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Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through...
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare...
Understand the ‘why’ behind current shifts in today’s market. While we may not always agree with the decisions being made, this show offers insight...