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 153

March 08, 2021 00:40:01
Episode Cover

3-06-21 – Lauren Reeg - Sustainable Vehicles

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the...

Listen

Episode 0

July 13, 2021 00:42:19
Episode Cover

7-10-21 - Jenny Coombs - Sustainable Investing

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing...

Listen

Episode 130

July 02, 2020 00:40:05
Episode Cover

Conversations with a Purpose #32 - Jason Grobbel - Meat and Food Industry

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jason Grobbel, President of E.W. Grobbel Sons, Inc., about changes to the meat and...

Listen