Latest Episodes
98
COVID-19 Edition #1 - Daniel Burrus - Moving Forward in the Face of Uncertainty
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Daniel Burrus, Global Futurist, Strategic Advisor and Best-Selling Author, to discuss how to...
97
4-12-20 – Kate Greenway – Mental Health
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Kate Greenway, MS, LPC, licensed psychotherapist, to discuss mental health and managing emotions in...
96
4-11-20 – Rachel LaMantia – CARES Act
Anne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and...
95
3-29-20 - Bruce Nemovitz - Housing Market
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the...
94
3-28-20 - Melissa Tosetti - The Savvy Life
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...
93
3-15-20 - Cindy Olson - Funeral Planning
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of...