Latest Episodes
143
11-29-20 - Jennifer Buchholz - Budgeting with Excel
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets...
142
11-28-20 - Alfonso Morales - Impact of Food Systems
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable...
141
11-14-20 - Mary Brown Economic Update - Election Edition
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election...
140
11-8-20 - Mike Roth - Economic Update - Election Edition
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current...
139
10-24-20 - Mary Beth Freckmann - Real Estate Updates & Caring for Children with Special Needs
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent...
138
10-17-20 - Michael Hostad & Greg Marshall - Light the Hoan
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Light the Hoan team members, Michael Hostad and Greg Marshall, about the exciting announcement...