Latest Episodes
68
7-6-19 - Mike Roth - Economic Update
EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
67
6-30-19 - Tom Shanley - Medicare
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Tom Shanley, Licensed Agent, to bring some clarity to the basics of Medicare and...
66
6-29-19 - Jules Philippi - Health and Wellness
EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager...
65
6-16-19 - Judi Wolters - Financing Senior Communities
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost...
64
6-15-19 - Sandra Geisler - Tax Planning
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year...
63
5-26-19 - Anne Mank - Simple Rules of Personal Finance
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.