Moneysense Podcast

Money Sense - Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

Parallel Universes: The Story of Rebirth Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by David Bohl, author of Parallel Universes: The Story of Rebirth, to discuss empowering yourself and others to rebuild during and after addiction and mental illness.

Mental Health Senior Wealth Advisor, Jean Range, CFP®, talks with Neal Moglowsky, L.P.C., DBT Certified Clinician™ at the Center for Behavioral Medicine about what services are available to help improve your mental health.

The Retiring Mind Jean Range, CFP®, Senior Wealth Advisor, is joined by Robert Delamontagne, author of The Retiring Mind, to discuss the psychology of retirement. Learn how to become more prepared emotionally and what mistakes to avoid during the transition.

Economics of Depression Senior Wealth Advisor, Jean Range, CFP®, discusses the statistics of depression with Aruna Tummala, MD, a board-certified adult and geriatric psychiatrist and founder of Trinergy Center for Integrative Psychiatry in New Berlin, WI. Learn how depression affects the general public medically and financially and what solutions are available.

Workshops for Businesses Jean Range, CFP®, Senior Wealth Advisor, is joined by Liza LeClaire, Vistage Chair, to talk about why mentoring executive groups and providing employee workshops as a benefit can help provide credibility and value to a business.

Five Economic Themes for 2018 Karen Ellenbecker is joined by Brad Long, CFA, Principal & Research Director - Global Public Markets with Dimeo Schneider & Associates, LLC about what five economic themes should be monitored in 2018. Brad will also give us a year-to-date market update. Foodsense Segment 33: Sorbet

Money Sense -Creating Life Balance - Sarah Kent, Senior Dietitian and Health Coach with Froedtert & the Medical College of Wisconsin Workforce Health, about life balance. Hear Sarah give tips on how to improve our sleep, physical activity, nutrition and mindfulness. FoodSense

Money Sense - is joined by Chuck Stansberry, Attorney at Schober, Schober & Mitchell, s.c., to discuss asset protection and long term care planning for seniors. Chuck will talk about the difference between Medicare and Medicaid and how irrevocable trusts can help you plan for the future. FoodSense

Money Sense - talks with Bill Lyne, Attorney at Lyne Law Firm, LLC about the process of estate planning. Learn the difference between a will and a trust and why it is important to have your Powers of Attorney in place. Food Sense

College Planning Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, talks with John Hupalo, Founder & CEO of Invite Education to discuss education loan finance and college planning. John will give us tips on how to make your college education more affordable and how to maximize your return on investment. FoodSense Segment

2018 Tax Reform Julie Ellenbecker-Lipsky, CFP®, EIG President and Wealth Advisor, is joined by EIG Director of Tax Planning, Sandra Geisler, CPA, to breakdown the 2018 tax reform and discuss how to optimize new tax planning strategies for your investment portfolio. FoodSense

Be Prepared Everyone needs an exit plan of some sort; whether it is for retirement, a business sale, downsizing or transitioning to assisted living. Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how to create a contingency plan or back up plan for when your current situation is changing. Foodsense Segment: Duck with Cherry Sauce

Advisors Who Inspire Confidence Karen Ellenbecker is joined by Julie Ellenbecker-Lipsky, CFP® to talk about how Ellenbecker Investment Group's passion and goal is to inspire people to plan and create a financial legacy for their family. We are dedicated to connecting generations through core values and family culture. Foodsense Segment: Holiday Pork Roast

Money Sense -Non-Profit Highlight with Jill Economou. Food Sense -Compound Butt

Money Sense - Terry PavlicCFA Talks about the Economic Update. Food Sense -Dijion and Thyme Crusted Salmon

Collaborative Divorce Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation. FOODSENSE: Dijon and Thyme Crusted Salmon

Preparing to 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 downsizing. FOODSENSE: Steak and Eggs

Economic Update Karen Ellenbecker talks with Mike Roth, Founding Principal of Stark Investments, about the current economic status of the market. Mike will give us a year-to-date update and will discuss current market volatility. FOODSENSE: Curried Sweet Potato Omelet

2017 Medicare Updates EIG Senior Wealth Advisor, Jean Range, CFP®, 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. FoodSense Segment 10 – Indian Curried Garbanzo Beans