Moneysense Podcast

Money Sense -Milwaukee Film Festival Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jonathan Jackson, Artistic & Executive Director of Milwaukee Film, to talk about the upcoming 2018 Milwaukee Film Festival from October 18 - November 1. Jonathan will give us the details of how to attend, what to expect and the exciting new additions to this year's festival.

Money Sense -Estate Planning and Gifting Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses estate planning with Bill Lyne, Attorney at Lyne Law Firm, LLC. Learn the importance of reviewing your plan, what is a Lifetime Asset Protection Trust and the current laws of gifting.

Life, Long Term Care and Burial Insurance Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Insurance Planning, Diane Gastrow, to discuss life and long term care insurance. Learn how to interpret your insurance policy statement and how to use insurance to pay for final expenses using a Funeral Expense Trust.

BBB - Outsmarting Investment Fraud Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses how to be aware of investment frauds and scams with Julie Albrecht, Director of Marketing and Communications with the Better Business Bureau serving Wisconsin. Learn the statistics of fraud and what the red flags are to watch for.

2018 Medicare Updates Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, discusses the health insurance industry with Jim Larson, Licensed Independent Insurance Agent with HealthMarkets Insurance Agency. They will discuss upcoming Medicare open enrollment periods and what the different Medicare plans and supplements have to offer.

2018 Tax Updates Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to update us on 2018 tax reform and discuss how to optimize tax planning strategies for your investment portfolio.

Four Levels of Care Karen Ellenbecker is joined by Cindy Robinson, Director of Sales & Marketing for Capri Senior Communities, to talk about what four different levels of senior care are available. Cindy will talk to us about what things families should consider as they plan for the future.

Money Sense -Heart Health in Retirement EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Dr. Anthony DeFranco, MD, Interventional and Preventative Cardiologist at Aurora St. Luke's Medical Center, about how to keep your heart healthy as you age. Dr. DeFranco will talk about heart disease, how to prevent it and medical ways to help treat it.

Money Sense -Arts and Entertainment Karen Ellenbecker is joined by Chip Duncan, filmmaker, author and photographer with The Duncan Entertainment Group, to discuss his recent projects from around the world. Chip will also tell us about his current exhibit that is featured at the Charles Allis Museum in Milwaukee.

Money Sense -Preparing Your Home to Sell or Downsize Karen Ellenbecker is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and how to begin the process of selling or downsizing.

Estate Planning for College Students EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Attorney Phil Remmers of Cramer, Multhauf & Hammes, LLP about estate planning for students heading to college. Phil will discuss Powers of Attorney, leases, loans and rental insurance.

Solving the Addiction Crisis in Milwaukee Karen Ellenbecker is joined by Alderman Michael Murphy who represents the 10th District on the Milwaukee Common Council to discuss addiction in Milwaukee. Alderman Murphy will talk through his current report on the Heroin and Opiates Initiative to state the facts, bring awareness and tell us what is being done in Milwaukee County to stop this problem.

Milwaukee Millennials and the Hoan Bridge EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Ian Abston, Urban Alchemist and Founder of NEWaukee, and Lori Richards, President of Mueller Communications, about millennials in Milwaukee. Ian and Lori will also tell us about the Light the Hoan Bridge project.

Aging: What Does a Number Mean Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Cynthia Flynn, Personal Growth Facilitator with The Wellness Center for Intentional Living, to have a discussion about the psychology behind aging and finances.

Money Sense - Families with Special Needs Children

Money Sense - How to Maximize an Inherited IRA

Money Sense - Credit Reports with Rod Griffin of Experian

Money Sense - Beneficiaries in Estate Planning

Money Sense - Where You Live Matters Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jim Tarantino, Founder and Principal of Capri Senior Communities to discuss why where you live and choices of lifestyle can impact how you age. Learn about how The American Seniors Housing Association (AHSA) created Where You Live Matters to educate consumers about senior living options.

Money Sense - Financial Literacy in Schools EIG Founder and Senior Wealth Advisor, Karen Ellenbecker, talks with Jack Kosakowski, CEO of Junior Achievement, about teaching students personal finance and financial decision making. Learn the findings from the Junior Achievement Personal Finance Survey on how current students feel about their future and where they seek out financial advice