Hosted By
Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has...