Latest Episodes
161
5-1-21 – Cara Ogburn - MKE Film Festival
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival...
160
4-18-21 – Richard Schiller - Bond Management
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic...
159
4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the Decades
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of...
158
4-04-21 – Diane Gastrow - Insurance Planning Through the Decades
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning...
157
4-03-21 – Julie Poehlmann-Tynan - Resilience in Challenging Times
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O’Brien Professor in Human Ecology at UW-Madison, to discuss resiliency...
156
3-21-21 – Jamie Williams - Loans, Refinancing and HELOCs
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the...