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What if the hardest part of investing is not finding the right strategy but sticking with it?
In this episode of Money Sense, Kristina Schnuckel sits down with fellow Wealth Advisor Nik Kibardin to explore how behavioral finance shapes the way we save, spend, and invest. From the classic marshmallow experiment to real world market cycles, they break down why delaying gratification can be one of the most powerful decisions an investor makes.
They unpack market timing, the temptation to chase short term wins, and offer practical strategies to help investors stay grounded, disciplined, and focused on long term goals. You will also hear a compelling side by side example that shows how time in the market can matter more than timing the market.
00:00 Why Behavioral Finance Matters
02:15 The Marshmallow Test and What It Teaches Investors
05:10 FOMO, Market Highs, and the Risk of Chasing Returns
08:30 Why Market Downturns Feel So Much Worse
11:40 The Power of Compound Growth with a Real Example
16:20 Time Horizon, Risk, and Smarter Decision Making
21:45 Why You Cannot Time the Market
24:30 Building Habits, Diversification, and Staying InvestedNew episodes of Money Sense drop every Tuesday. Subscribe for more conversations about aligning your money with what matters most.
#MoneySense #BehavioralFinance #DelayedGratification #InvestingWisely #FinancialPlanning #LongTermInvesting #WealthBuilding #FinancialEducation
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
Making thoughtful financial decisions during divorce starts with understanding your options.
In this episode of Money Sense, Julie Ellenbecker sits down with Susan Hansen, collaborative attorney and mediator at Hansen & Hildebrand, to walk through how to approach divorce thoughtfully from the very first steps through long-term financial impact.
They emphasize the importance of education and choosing the right process for your situation. Susan outlines the different paths available including mediation, collaborative divorce, traditional litigation, and do-it-yourself approaches, along with the tradeoffs of each.
Susan also highlights a major update in Wisconsin law that allows couples to finalize a divorce without appearing in court, offering a more streamlined and lower-stress option for many families.
00:00 Divorce Planning and Financial Decisions
01:20 Preparing for Divorce and Getting Organized
04:30 Divorce Options
12:30 No-Court Divorce and New Wisconsin Law
19:45 Building Your Divorce Team
24:00 Financial Planning During Divorce
31:30 Divorce Mistakes to AvoidNew episodes of Money Sense drop every Tuesday. Subscribe for more conversations about aligning your money with what matters most.
#MoneySense #DivorcePlanning #DivorceAdvice #WisconsinDivorce #FinancialPlanning #WealthManagement #GrayDivorce #Mediation #CollaborativeDivorce #FinancialWellness
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
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What if just $1 a day could set your child up for long-term wealth?
In this episode of Money Sense, Amy Bremmer, Wealth Services Advisor at Ellenbecker Investment Group, is joined by Faith Reiter from the EIG Marketing Team, who is expecting her first child, to break down a simple but powerful strategy built on the time value of money.
Together, they explore how small, consistent contributions, whether from parents, grandparents, or loved ones, can grow over a lifetime. From UTMA accounts to Roth IRAs, this episode walks through a step-by-step approach to turning early investing into generational wealth.
They also discuss the realities of modern parenting costs, how to prioritize investing amid competing financial goals, and why starting early, even with a small amount, can make all the difference.
00:00 Welcome & Why This Topic Matters
02:05 The Cost of Raising a Child Today
04:15 What $1 a Day Really Means
06:20 UTMA Accounts Explained
10:45 $365 vs. Lump Sum Strategy
16:30 The Roth IRA Strategy
19:50 From $1/Day to MillionsNew episodes of Money Sense drop every Tuesday. Subscribe for more conversations about aligning your money with what matters most.
#MoneySense #FinancialPlanning #GenerationalWealth #InvestingForKids #RothIRA #ParentingFinance #WealthBuilding #TimeInTheMarket
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
What does it mean to show up as a leader, especially in times of crisis, uncertainty, and burnout?
In this special #AuthorSpotlight episode of Money Sense, we’re joined by Jen Marr, founder and CEO of Showing Up and author of Lifting Up. Through the “showing up” framework, Jen breaks supportive leadership down into clear, actionable behaviors leaders can apply in real time to reduce burnout, strengthen trust, and improve team connection.
Jen shares her deeply personal journey, shaped by proximity to the Sandy Hook tragedy and the Boston Marathon bombing, and how those experiences sparked decades of research into human behavior, stress, and support. From the concept of the “awkward zone” to practical, repeatable micro-skills leaders can use right away, this conversation goes far beyond theory and into action.00:00 Why Showing Up Matters
01:15 Jen Marr’s Story
05:40 Stress, Disruption & the “Awkward Zone”
10:40 The Showing Up Leadership Framework
15:50 Practical Tools Leaders Can Use Today
26:30 Steady Leadership, AI, & How to Connect with Jen
ABOUT THE AUTHOR
Jen Marr is the founder and CEO of Showing Up and the author of “Lifting Up”. Through research, training, and real-world application, Jen helps leaders build supportive cultures that reduce burnout, increase trust, and strengthen human connection, especially during times of stress and uncertainty.
Book: "Lifting Up" is available on Amazon and major book retailers.
Website: showing-up.com
Personal Site: jenmarr.com
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
How can portfolios pursue growth while managing volatility and generating reliable income?
In this episode of Money Sense, wealth advisor Jamie Williams sits down with Mary Brown, president and portfolio manager at Campbell Newman Asset Management, to explore why dividend growth investing continues to play a critical role in long‑term portfolio construction.
Mary shares the history behind Campbell Newman and explains how dividend‑growing companies can signal financial strength, disciplined capital allocation, and management confidence, especially during volatile or uncertain markets. Together, they discuss how dividends contribute to total return, help dampen volatility, and fit into a broader active management strategy alongside diversification, quality, and risk control.
Listen to Money Sense wherever you get your podcasts.
#MoneySense #DividendGrowth #LongTermInvesting #ActiveManagement #PortfolioConstruction #MarketVolatility #WealthManagement #FinancialPlanning #StockMarketEducation
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.
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With Americans carrying over $1.27 trillion in credit card debt, understanding how credit actually works and how it impacts homeownership is more important than ever.
In this episode of Money Sense, Kristina Schnuckel, wealth advisor and director of client experience at Ellenbecker Investment Group, is joined by Ben Revak, senior loan advisor at ProVisor Inc., for a practical conversation about credit scores, consumer debt and buying a home.
They break down common myths around credit card debt, explain what truly affects a credit score, and discuss why having debt does not automatically disqualify someone from homeownership. The episode also explores the difference between good and bad debt, how to prepare financially before buying a home, and what buyers should consider when thinking about mortgage rates and timing the market.
00:00 Why Credit Scores Matter
01:40 Credit Card Debt & Homeownership Myths
07:33 What Really Makes Up a Credit Score
15:55 Good Debt vs. Bad Debt (Mortgages Explained)
20:35 How to Prepare for Buying a Home
30:15 Mortgage Rates, Timing the Market & What to Know NowNew episodes of Money Sense drop weekly. Subscribe for more conversations about aligning your money with what matters most.
#MoneySense #Homeownership #CreditScoreTips #DebtEducation #MortgageBasics #FinancialWellBeing #FirstTimeHomebuyer #MoneySensePodcast #FinancialPlanning
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.
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How can generosity fit seamlessly into your financial plan and maximize tax efficiency?
In this episode of Money Sense, wealth advisors Jamie Williams and Heather Deaton explore how charitable giving can fit into a well‑rounded financial plan. They discuss how generosity can be both personal and strategic, while still supporting long‑term family and financial goals.
The conversation is grounded in the Five T’s of Philanthropy: time, talent, treasure, ties, and testimony. Using real examples, they highlight the many ways individuals and families can give back beyond writing a check.
00:00 Why Philanthropy Is Core to the EIG Culture
03:40 Defining Your “Why” in Charitable Giving
07:30 The Five T’s of Philanthropy
12:45 Volunteering & Real‑World Impact
18:10 Securities, DAFs & Tax Efficiency
28:50 QCDs, RMDs & Retirement‑Based Giving
34:40 Legacy Giving, Estate Planning & Beneficiaries
41:20 Final Takeaways#MoneySensePodcast #CharitableGiving #FinancialPlanning #Philanthropy #LegacyPlanning #TaxEfficientGiving #ValuesBasedPlanning
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group
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How do you raise kids who feel confident making money decisions?
In this episode, wealth advisors Kristina Schnuckel and Heather Deaton share how their own families have approached allowances, saving, and early financial decisions, alongside what they see working with clients and their kids.00:00 Raising Money-Confident Kids
05:00 Allowances, Chores, and Teaching Kids Financial Responsibility
09:15 Savings vs. Spending and Building Impulse Control
13:00 Teaching Kids About Charitable Giving and Family Values
14:10 Helping Kids Understand Money Through Cash Flow and Spending Awareness
26:00 Savings, Investing, and Financial Accounts for Kids
36:45 Launching Kids into Adulthood with Financial Confidence
#MoneySensePodcast #FinancialPlanning #MoneyLessonsForKids #KidsAndMoney #TeachingKidsAboutMoney #RaisingMoneyConfidentKids #FinancialParenting
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
Mortgage rates may be higher than what many homeowners and buyers have grown used to in recent years, but thoughtful planning can still open the door to smart opportunities.
In this episode, wealth advisors Jamie Williams and Tammy Niemann explore today’s mortgage landscape and how it fits into your overall financial plan, drawing on Tammy’s deep lending background and Jamie’s planning‑first perspective.
Mortgage Lending Then vs. NowUnderstanding Today’s Interest Rate EnvironmentMortgage Options and Borrowing StrategiesCredit, Income, and Mortgage ApprovalSpecialized Lending: Second Homes, Construction, and RenovationsHome Equity Lines of CreditIntegrating Mortgage Decisions into Financial Planning#MoneySensePodcast #MortgagePlanning #FinancialPlanning #RealEstateStrategy #FiduciaryAdvice #WealthPlanning #Homeownership #InterestRates #SmarterBorrowing #EllenbeckerInvestmentGroup
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.
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Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate cuts may be fewer than expected, and where volatility creates both risk and opportunity.
00:00 Welcome to Money Sense
02:04 Q1 2026 Market Overview
06:34 Why AI Is Driving Market Volatility
15:55 Iran, Oil Shocks & Global Market Impact
21:03 The Fog of War: Headlines vs Reality
23:32 Interest Rates & Fed Cuts in 2026
24:46 AI Winners, Losers & Valuation Shifts
29:39 Understanding Private Credit
37:47 How Today’s Economy Affects Everyday Life#MarketOutlook #EconomicUpdate #Inflation #InterestRates #FederalReserve #Geopolitics #OilPrices #AIInvesting #ArtificialIntelligence #StockMarket #WealthManagement #FinancialPlanning #PrivateCredit #MarketVolatility #MoneySensePodcast
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.
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Take the mystery out of legacy planning, no matter your age or stage. Estate planning attorney Erick Fabyan breaks down the conversations, documents, and decisions families should consider before they matter.
From wills and trusts to beneficiary designations, powers of attorney, family conversations, and end‑of‑life instructions, this episode offers a practical roadmap for beginning—or updating—your estate plan. Jamie and Eric also share real stories and clear examples that reveal why planning early matters, how to avoid common mistakes, and the small steps that provide major peace of mind.What We Cover:
✅ Why every adult needs basic estate planning documents
✅ The difference between wills and trusts (and why most families benefit from a trust)
✅ How beneficiary designations work—and the pitfalls to avoid
✅ Choosing powers of attorney for financial and medical decisions
✅ Keeping your documents current and aligned with your wishes
✅ Planning for funeral expenses and ensuring liquidity
✅ How to structure family conversations that prevent conflict
✅ Digital legacy planning (passwords, online accounts, phone access & more)Whether you're planning for your own future or helping aging parents, this conversation will help you take the next right step with confidence.
#EstatePlanning #LegacyPlanning #FinancialPlanning #EndOfLifePlanning #TrustsAndWills #BeneficiaryDesignations #PowersOfAttorney #FamilyFinances #FinancialWellbeing #MoneySensePodcast #EIG #EllenbeckerInvestmentGroup #FinancialEducation
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
Tax planning plays a critical role in financial success. In this episode of Money Sense, Karen Ellenbecker sits down with Sandra Geisler, Director of Tax Planning at Ellenbecker Investment Group, to explore how thoughtful tax decisions today can strengthen your retirement, reduce surprises, and help your money work smarter for you.
Karen and Sandra break down 2026 tax law changes, the importance of planning ahead, and the strategies retirees often overlook. They also share how to strategically manage Required Minimum Distributions (RMDs), use Roth IRAs and tax‑efficient accounts to your advantage, and apply gifting rules to protect your estate and support the causes you care about.
Why does this matter? Because without proactive planning, you risk higher taxes and a less efficient path toward the legacy you hope to leave.
#TaxPlanning #TaxStrategy #RetirementPlanning #TaxAdvice #SocialSecurityPlanning #RMDPlanning #QCDs #2026TaxChanges #WealthManagement #MoneySensePodcast
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
If the mortgage process feels overwhelming, you’re not alone. Wealth Advisor Kristina Schnuckel and Loan Officer Ben Revak join Money Sense to simplify rates, lenders, and the steps every buyer should understand before making an offer.
Together, they break down the key differences between purchases and refinances, why transparency from your lender matters, how rate locks actually work, and the questions every borrower should ask to avoid last‑minute stress at closing. Ben also shares his educational approach, the importance of selecting the right loan officer, and the biggest mistakes he sees homebuyers make, plus how to prevent them.
Connect with Ben Revak at [email protected] or provisor.com/team/ben-revak.
#MortgageEducation #HomebuyingTips #MortgageAdvice #MoneySensePodcast #EIG
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
In a market where nothing seems available, this episode breaks down how people are still finding the right home and the strategies that make it possible.
Karen Ellenbecker sits down with Shorewest Realtor Beth Jaworski for a conversation about today’s housing reality: tight inventory, a shortage of condos, and the wave of apartment development that’s reshaping options for buyers and downsizers alike. Beth explains what’s driving the shortage and why so many would‑be sellers feel “stuck,” then shares practical ways to create flexibility like using a home‑equity line of credit to buy first and sell second, staging for maximum return, and timing your move to reduce stress.
You’ll learn what buyers prioritize today, the simple updates that make the biggest difference, and the offer strategies that help you compete in a fast‑moving market. We also talk about building the right team, from decluttering support to contractors and lenders, and why preparation is the key to successful buying and selling in any season.
Connect with Beth Jaworski at [email protected] or visit bethjaworski.com for additional resources and listings.
#RealEstateTips #HousingMarket2026 #HomeBuyingAdvice #DownsizingJourney #WisconsinRealEstate #MoneySensePodcast #EIG #HomeSellingTips
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
In this episode, wealth advisor Jamie Williams is joined by Dick Schiller of Pavlic Investment Advisors for a clear look at the fixed income landscape in early 2026.
Together, they break down how today’s bond ladders are structured, what yields look like across one‑ to ten‑year maturities, and why reinvestment and interest‑rate risk feel different than they did just a few years ago. Jamie and Dick also highlight how the broader market backdrop supports the case for high‑quality bonds and how a thoughtful allocation can help protect five to six years of income needs.
Current yield ranges across one‑ to ten‑year investment‑grade corporate bondsWhy bond ladders help stabilize plans in a shifting rate environmentHow reinvestment risk affects CDs and money marketsThe difference between individual bonds and bond fundsHow to evaluate quality when selecting fixed income holdingsHow fixed income supports a balanced allocation as volatility returns
They discuss:Register for our March 12th webinar on travel insurance here: bit.ly/4ccSKga
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
What if retirement felt more like a graduation rather than an ending? Host Karen Ellenbecker sits down with retirement transition expert Elizabeth Parsons to uncover why so many high achievers “fail” at traditional retirement and how to design a chapter filled with purpose.
In this episode, Elizabeth Parsons, author of "A High Achiever’s Guide to Thriving in Retirement", breaks down the emotional and identity shifts that often catch people off guard. She explains why financial readiness is only one piece of the puzzle and shares practical strategies for building community, redefining daily structure, and experimenting with new roles that keep life meaningful and energizing.
Karen Ellenbecker also reflects on her own journey, including her attempt at a traditional Florida retirement, the loss of structure that surprised her, and the joy she rediscovered through writing, philanthropy, travel, and staying intellectually active. Their conversation offers an honest look at what retirement can feel like behind the scenes and how to create a life that continues to grow, stretch, and inspire you.
To learn more, visit highachieverretirement.com, connect with Elizabeth on LinkedIn by searching Elizabeth Zelinka Parsons, or explore her book "A High Achiever’s Guide to Thriving in Retirement", available online and through major book retailers.
#RetirementRedefined #PurposefulLiving #ThrivingInRetirement #NextChapter #MoneySensePodcast #EIGWealth
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil Remmers break down the trustee’s role and explain how to navigate the responsibility with clarity and confidence.
Phil Remmers of Kramer‑Maltoff brings more than 25 years of estate planning experience to the conversation. Together, he and Heather walk through the practical steps every trustee must address—from gathering documents and organizing assets to managing real estate, distributing personal property, and working with advisors.
Listeners will also learn how to choose the right trustee, what qualities matter most, and how to prepare loved ones in advance. Phil explains trustee liability, communication best practices, and how to wrap up an estate cleanly through accountings, receipts, releases, and final tax filings.
To learn more about Phil Remmers and his work, contact him at [email protected] or 262‑542‑4278.
#EstatePlanning #TrusteeDuties #FinancialPlanning #LegacyPlanning #WealthTransfer #MoneySensePodcast #EIGWealth
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.
Why legacy is less about numbers and more about valuesHow different generations think about saving, giving, and financial securityThe rising trend of lifetime gifting and why more parents are helping adult children earlierThe importance of modeling healthy financial behaviorsWhy family conversations around money matter, and how to start themHow EIG’s Wealth Seed initiative supports emerging investors
They discuss:Whether you’re thinking about your own legacy, supporting adult children, or finding ways to empower the next generation, this episode offers personal stories, practical insights, and actionable steps to help your family talk more openly about wealth and values.
#GenerationalWealth #LegacyPlanning #FamilyFinance #EIG #MoneySensePodcast #FinancialEducation #WealthSeed #FinancialConfidence #EmergingInvestors
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
Ever wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building a secure financial future.
In this episode, Anne Lester, a former JP Morgan executive and money mentor, shares her expert advice on transforming your relationship with money. Discover the five-step framework that can help you save for a rainy day, manage debt, and maximize your retirement savings.
For more information, visit https://annelester.com/ or check out her award-winning book “Your Best Financial Life". It’s available in stores and through online retailers like Amazon.
#FinancialFuture #MoneyMatters #MoneyManagement #FinancialAdvice #SecureFuture #MoneySensePodcast #EIGWealth
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. -
What would happen if tomorrow you became the primary caregiver for a loved one? Most families think they have time, but the reality is caregiving crises hit fast and hard. Today, “Money Sense” host Karen Ellenbecker is joined by Annalee Kruger, founder of Care Right Inc., to discuss why planning ahead is essential.
Annalee shares insight from nearly 30 years of experience helping families plan for aging, dementia, and long-term care. She breaks down the emotional, financial, and physical costs of caregiving, the complexities of caring for loved ones with dementia, and how families can plan for aging parents while also protecting their own future care needs. The conversation also addresses the challenge of balancing caregiving responsibilities with careers and family life.
For more information, visit www.carerightinc.com or check out Annalee’s book “The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers”. It’s available in stores and through online retailers like Amazon.
#Caregiving #AgingPlanning #DementiaCare #LongTermCare #FinancialPlanning #MoneySensePodcast #EIG #Wealth
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. - Visa fler
