For over two and half decades, Karen Ellenbecker, founder of Ellenbecker Investment Group (EIG), has combined her financial planning expertise with a wide array of education from special guests. Each week, Karen and the EIG Wealth Advisors share their unique financial perspective as they interview local and global economists, attorneys, tax professionals and other interesting guests.
Jean Range, EIG Senior Wealth Advisor, is joined by Diane Gastrow, Director of Insurance Planning at EIG. They discuss insurance planning as a strategic part of your overall financial plan through all life stages, including getting you to and through retirement (plus learn about Diane's upcoming retirement).
Jamie Williams, EIG Wealth Advisor, and Richard Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc., navigate the current rate environment with a bonds and market update.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Sanam Hafeez, who offers tips on how parents can talk to their children about horrific life events such as school shootings, and media overload with their children and school systems.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Phil Remmers, Attorney at Cramer, Multauf & Hammes. They discuss the importance of estate planning when dealing with difficult situations and family dynamics, such as divorce, second marriages, beneficiaries with disabilities, aging parents, adult children living at home and other complicated issues.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Joe Hart, author of Take Command, about leveraging workplace leadership to increase employee engagement and resilience toward change.
Heather Deaton & Jamie Williams, EIG Wealth Advisors, discuss how to hit the reset button on your financial plan after a busy holiday season. Instead of making resolutions that don't always stick, listen in for strategies and tips to focus on your values, goals and habits for your financial wellness.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schneider, Executive Director of Respite Care Association of WI, and Bryn Cemen, OAA Consultant - Caregiver Support Specialist with Greater WI Agency on Aging Resources. They discuss the overwhelm of caring for a loved one and how connecting with support services lessons the caregiver's load.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth of Stark Investments, who describes where the market was in 2022 and where we are heading financially in 2023. His ability to simplify the roller coaster market we have been riding makes this interview a must for our listeners.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Forensic Financial Crimes Investigator, April DeValkenaere, to discuss how you can protect your personal and business accounts from the most prevalent online and social media scams.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with keynote speaker and author, Donna Serdula, to discuss how social media has challenged and changed the way companies are marketing their employees and their business.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Riley E. Moynes, author and retired educator, who shares his own personal retirement challenges and his discovery of the four phases of retirement that either make or break our happiness in retirement.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chrissy Klaske and Christy Weber from Keller Williams Realty, to discuss the current real estate market and how you can prepare yourself and your home for the best outcome.
Sandra Geisler, EIG Director of Tax Planning, sits down with EIG Tax Planning Advisors, Richard Wolosek and Edward Henning, to discuss gearing up for tax season, tax planning strategies, and what's new for 2023.
Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of stress management and gut health.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current state of our school systems as well as paths that students can take upon graduation.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market and what's ahead in 2023.
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Join Sara McGuire, EIG Marketing Director, as she speaks with Becky Pease, owner of Aqua Therapups, about how living with pets affects our health, well-being, and finances.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Matt Spielman, Chief Performance Officer and Head Coach at Inflection Point Partners, to discuss the importance of trusting your instincts in your career. Uncover how employers can recognize when employees start demonstrating quiet quitting and should revitalize their teams.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of getting organized whether you are considering selling your home or trying to make things easier for your children.
Medicare open enrollment is right around the corner. Jean Range, EIG Senior Wealth Advisor, is joined by Jim Larson, Licensed Insurance Agent & Executive Sales Leader at Health Markets, for a timely conversation to help you better understand what open enrollment means for you.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.
Heather Deaton, Wealth Advisor at EIG, sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead him into this profession, the importance of health and fitness, and self defense strategies.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral health support in the workplace.
Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin, to discuss the benefits of assisted stretching with a trained practitioner.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, sits down with Phil Remmers, Partner at Cramer, Multhauf & Hammes, LLP, to discuss the risks kids face as they go off to college and estate planning strategies to protect your beneficiaries from losing their inheritance.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc., to discuss investment strategies that provide stability in a declining market.
Heather Deaton, EIG Wealth Advisor, sits down with Mike Senkbeil, Partner at Chortek LLP, to discuss cyber security and other business critical technology.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when should you start thinking about trademarks as part of your business plan and strategy.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think Like A Horse. Grant describes how his expertise and skills as a horse whisperer transfer over to human relationships with children, employees, and yourself. His insights are eye opening and valuable to everyone.
Jean Range, EIG Wealth Advisor, speaks with Jim Larson from HealthMarkets about the four parts of Medicare – what expenses each part does and does not cover — plus the role of Supplemental Health Insurance.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, CEO of Gary Ross Business Coaching, to discuss The CHEER Process and the impact it has on a company and individuals.
Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships and financial aid.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Nick Starr, President of The Starr Group, to discuss trends and what to look for in homeowners and auto insurance.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.
Anne Mank, Director of Wealth Coaching and Wealth Advisor at EIG talks with Sara Reed, Career Coach & Founder of Moonstone Coaching and Consulting, to provide background on the current job market and discuss when it's time to re-evaluate your career.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant.
Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
Anne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
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