Real Estate in Your Financial Plan

December 06, 2025 00:47:04
Real Estate in Your Financial Plan
Money Sense
Real Estate in Your Financial Plan

Dec 06 2025 | 00:47:04

/

Hosted By

Karen Ellenbecker

Show Notes

Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.

In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.

Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders.

Other Episodes

Episode 50

May 21, 2019 00:42:09
Episode Cover

3-2-19 - Meghan Davis - Social Aspects of Senior Living

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...

Listen

Episode 81

October 14, 2019 00:46:07
Episode Cover

10-13-19 - Paige Engle - Travel Tips

Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when...

Listen

Episode 159

April 19, 2021 00:40:21
Episode Cover

4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the Decades

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of...

Listen