Latest Episodes
75
9-1-19 - Don Murn - Succession Planning for a Business
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP to talk about the legal side of...
74
8-31-19 - Jim Larson - Medicare
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency to discuss senior insurance...
73
8-18-19 - Bill Lyne - Estate Planning for Families
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning documents...
72
8-17-19 - Geraud Blanks and Heidi Moore - Minority Health Film Festival
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital...
71
8-3-19 - Liza LeClaire - Succession Planning
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
70
7-20-19 - Karen Trimble and Katy Thomas - Housing Market
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Karen Trimble and Katy Thomas, Real Estate Agents with Keller Williams to talk...