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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

Life, Long Term Care and Burial InsuranceJulie 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.See omnystudio.com/listener for privacy information.

BBB - Outsmarting Investment FraudJulie 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.See omnystudio.com/listener for privacy information.

2018 Medicare UpdatesJulie 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.See omnystudio.com/listener for privacy information.

2018 Tax UpdatesJulie 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.See omnystudio.com/listener for privacy information.

Four Levels of CareKaren 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.See omnystudio.com/listener for privacy information.

Money Sense -Heart Health in RetirementEIG 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.See omnystudio.com/listener for privacy information.

Money Sense -Arts and EntertainmentKaren 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.See omnystudio.com/listener for privacy information.

Money Sense -Preparing Your Home to Sell or DownsizeKaren 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.See omnystudio.com/listener for privacy information.

Estate Planning for College StudentsEIG 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.See omnystudio.com/listener for privacy information.

Solving the Addiction Crisis in MilwaukeeKaren 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.See omnystudio.com/listener for privacy information.

Milwaukee Millennials and the Hoan BridgeEIG 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.See omnystudio.com/listener for privacy information.

Aging: What Does a Number MeanKaren 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.See omnystudio.com/listener for privacy information.

Money Sense - Families with Special Needs ChildrenSee omnystudio.com/listener for privacy information.

Money Sense - How to Maximize an Inherited IRASee omnystudio.com/listener for privacy information.

Money Sense - Credit Reports with Rod Griffin of ExperianSee omnystudio.com/listener for privacy information.

Money Sense - Beneficiaries in Estate PlanningSee omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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 adviceSee omnystudio.com/listener for privacy information.