Hosted By
Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic...
Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Diane Gastrow, EIG Director of Insurance Planning, to discuss life, disability and long-term...