Latest Episodes
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10-31-21 - Sue Ashford - The Power of Flexing
Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how...
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10-16-21 - Heather Nelson - Lending for Small Businesses
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small...
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10-3-21 - Jim Larson - Medicare
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare...
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9-19-21 - Amy Krieghoff - Real Estate Updates
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to...
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9-18-21 - Karen and Taelor Ellenbecker - Pillows With Wings
Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings,...
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9-4-21 - Erin Lowry - The Broke Millennial
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On...