Latest Episodes
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...
155
3-20-21 – Kristina Schnuckel - Retirement Planning for Businesses
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the...
154
3-07-21 – Eli Rivera & Ruben Gaona - Employment After Incarceration
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with...
153
3-06-21 – Lauren Reeg - Sustainable Vehicles
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the...
152
2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing,...
151
2-07-21 – Rachel LaMantia - Bookkeeping for Small Businesses
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes...