Latest Episodes
167
6-19-21 – Don Murn - Estate Planning for Passion Projects
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and...
166
5-30-21 – Vivian Tsai - College Savings Foundation
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...
165
5-29-21 – Jenny Wagner & Pam Foti - Vesta Senior Network
Jean Range, CFP®, EIG Senior Wealth Advisor, talks with Jenny Wagner and Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, about...
164
5-16-21 – Jim Temmer - Identity Theft
Jamie Williams, CFP®, EIG Wealth Advisor, talks with Jim Temmer, President & CEO of the Better Business Bureau, to discuss identity theft, the current...
163
5-15-21 – Emily Guy Birken - The 5 Years Before You Retire
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Emily Guy Birken, author of “The 5 Years Before You Retire“, to discuss what to...
162
5-2-21 – Dave Maaske – SCORE Milwaukee
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their...