Hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide support for college-bound students.
Guests this week include:
Kellie J. Sigh | College Possible Milwaukee
Asia Connor & Ariel Milton-Kern | MKE Scholars
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in to MoneySense on WISN AM1130! New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Mueller, President and CEO of Mueller QAAS, LLC, about the impact on healthcare plans for individuals and employers.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim DeJong, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, S.C, to discuss the impact on individuals looking to sell their business and how to attract qualified buyers.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Our new 4th quarter newsletter can be found at ellenbecker.com/p/newsletter! This edition has our wealth advisors and partners discussing how to help others and help ourselves move forward and support our communities.
Learn more on page 1 about what to focus on today to promote progress and positivity by reading “How Can We Be Part of the Solution?” written by EIG President & Senior Wealth Advisor, Julie Ellenbecker-Lipsky, CFP®, CDFA®.
Wishing a happy 5-year anniversary to Amy Schaubel, EA, EIG Tax Planning Associate! Thank you, Amy, for all that you do to provide extraordinary service for our clients and tax team!
Hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide international food support for those in need.
Guests this week include:
Dr. John Buuck | Food For The Poor Inc.
Andy Carr | Feed My Starving Children
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in to MoneySense on WISN AM1130! New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ann Hanna, Managing Director & Owner of Taureau Group, LLC and first elected Chairman of the Board for BizStarts, to discuss the current impact on buying and selling businesses in Milwaukee.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc., about the current impact on senior care and living facilities.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Fall is in the air today at EIG! Our furry friends, Mango Schnuckel and Stella Engelking, joined us in our Pewaukee office to show off their tricks and celebrate this beautiful Friday!
October is National Domestic Violence Awareness month. Hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide safety and shelter to all impacted by domestic abuse, sexual violence and raising awareness and building support for individuals with mental illness and their families.
Guests this week include:
Angela Mancuso | The Women's Center
Mary Madden | NAMI Greater Milwaukee
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Larson, licensed insurance agent with HealthMarkets, about the impacts on Medicare and healthcare plans.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the current scams to watch out for and how to report them.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Thank you to all who brought in donations of toys, arts & crafts, games and stuffed animals during this last quarter for Rogers Behavioral Health Foundation! This collection will help provide comfort and joy to the children in their program. Learn more about this foundation and the items needed by visiting rogersbhfoundation.org/.
Take time to pause and reflect on your personal wellbeing. Do you have a strategy for your financial, physical and mental health? Learn more about what to pay attention to by reading “Staying Informed, Connected and Active” written by EIG Founder & Wealth Advisor, Karen Ellenbecker, on page 2 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
Listen to WISN AM1130 on Sunday, November 18th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide transportation and support services for the elderly and those with disabilities.
Guests this week include:
Marg Kozlowski | Elmbrook Senior Taxi
Mary Smith | Aging & Disability Resource Center of Waukesha County
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Light the Hoan team members, Michael Hostad and Greg Marshall, about the exciting announcement of the first bridge lighting on October 22 and the journey of hope for Milwaukee.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jonathan Jackson, CEO & Artistic Director of Milwaukee Film to discuss the impact on the arts in Milwaukee and what MKE Film is doing to move forward and help the community.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
EIG is proud supporter of Center for Veterans Issues and Guitars for Vets Milwaukee Chapter! Learn more about their upcoming weekly meetings starting October 28th at ellenbecker.com/events.
Financial stress is real but having a plan and a team of people to help you can keep you moving in the right direction. Learn steps to take today to help alleviate some of your worries by reading “Work Through Financial Stress” written by EIG Senior Wealth Advisor, Jean Range, CFP®, on page 3 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
WED, NOV 4 AT 5:30 PM CST
Sustainable Living Virtual Meeting
WED, OCT 21 AT 5:30 PM CDT
Wisconsin Widows Connected Virtual Meeting
Congratulations to Heather Deaton, CFP, CSRIC, Wealth Advisor, on her 4-year anniversary at EIG! Hope you enjoy these bright flowers on this (very) fall day in Wisconsin.
Listen to WISN AM1130 on Sunday, October 25th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide intergenerational support services and resources for businesses and entrepreneurs.
Guests this week include:
Sister Edna Lonergan | St. Ann Center for Intergenerational Care Inc.
Patrick Snyder | BizStarts
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent living for loved ones with disabilities or special needs and an update on the current real estate market.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Light the Hoan team members, Michael Hostad and Greg Marshall, about the exciting announcement of the first bridge lighting and the journey of hope for Milwaukee.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Insurance is a component used in your financial plan to help you but also help your loved ones. Learn more about the importance of disability, life and long-term care insurance and what they can be used for by reading “Taking Care of the Next Generation” written by EIG Director of Insurance Planning, Diane Gastrow, on page 4 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
EIG is a proud sponsor of the 2020 Whitefish Bay - Great Pumpkin Festival at Old School House Park from October 28-31!
The Whitefish Bay Civic Foundation invites you to join them in a socially distanced version of their fall pumpkin carving tradition. Pick up a pumpkin to carve at your home and bring it back for display at Old School House Park. Pumpkins will be lit in the evenings from 6-9pm for all to walk through and enjoy!
Learn more at wfbcivicfoundation.org/communityevents.
WED, OCT 28 AND 7 MORE
United Veterans Group
For those who are experiencing challenges related to their small business, job or career, it is important to know what resources are available. Learn more about where to find career support, employment resources and small business funding by reading “Getting Back to Work” written by EIG Wealth Advisor, Jamie Williams, CFP®, on page 5 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
We invite veterans to join us tonight for our meeting at the Veterans Manor Community Room from 4-8pm! Learn more at ellenbecker.com/events/united-veterans-group-2.
If you are in the Whitefish Bay area, be sure to pick up your pumpkin to carve and display for the 2020 Great Pumpkin Festival! EIG is a proud sponsor for this fun, community tradition held from October 28-31 at Old School House Park!
Pumpkins will be lit in the evenings from 6-9pm for all to walk through and enjoy. Learn more by visiting: wfbcivicfoundation.org/communityevents.
THU, DEC 10 AT 1:00 PM CST
2020 Social Security Webinar
Our United Veterans Group meetings on Wednesdays are cancelled for the time being. We will announce future dates as they are scheduled ellenbecker.com/events.
ELLENBECKER.COM
Events | Ellenbecker Investment Group
Expressing gratitude lifts spirits, boosts energy and brings happiness to both the giver and the receiver. Learn more about how and when to say thank you to the people around you by reading “Saying ‘Thanks’” written by EIG Wealth Advisor, Heather Deaton, CFP®, CSRIC™ on page 7 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
Listen to WISN AM1130 on Sunday, November 1st at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide resources for people with vision impairment.
Guests this week include:
Terri Davis | Vision Forward
Jim Kerlin | Beyond Vision
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the plan to move forward.
On Sunday - Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent living for loved ones with disabilities or special needs and an update on the current real estate market.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, November 15th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide housing and a supportive environment for the family members of those needing medical attention.
Guests this week include:
Patty Metropulos | Kathy's House
Dr. Malika Siker | MCW Department of Radiation Oncology
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how EIG has been impacted by the pandemic and thoughts for local business leaders on how to move forward.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
We are proud to share that EIG Wealth Advisor, Anne Mank, CFP(R), CPA authored a chapter in a new book: "Brilliant Breakthroughs for the Small Business Owner". Click below for more information. Congrats Anne!
getbook.at/BrilliantBizBook4
AMAZON.COM
Brilliant Breakthroughs For The Small Business Owner Vol. 4: Fresh Perspectives on Profitability, People, Productivity, and Finding Peace in Your Business
Proper tax planning requires an awareness of what’s new and what has changed from last year – and there are plenty of tax law changes and updates taking effect in 2020. Learn more about some of the planning opportunities about by reading “Tax Planning in 2020’” written by EIG Director of Tax Planning, Sandra Geisler, CPA, and EIG Tax Planning Advisor, Richard Wolosek, CPA, on page 8 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
Congratulations to Maureen Holsen on passing the CERTIFIED FINANCIAL PLANNER™ exam! Maureen completed educational course requirements in Financial Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning before passing the exam. Congrats on all your hard work!
Listen to WISN AM1130 on Sunday, November 8th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide resources for neighbors in need and address environmental and sustainability issues.
Guests this week include:
Jeff Martinka & LaShawn Pierce | Neighborhood House of Milwaukee
Alec LePoidevin | Waukesha County Green Team
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, November 22nd at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide support for pregnant mothers and premature infant death awareness and local chefs that provide meals for these families.
Guests this week include:
Alma Velez | March of Dimes - Wisconsin Chapter
Nicolas Ramos | Chef Latinos Wisconsin
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how EIG has been impacted by the pandemic and thoughts for local business leaders on how to move forward.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
The little things you do to help those around you sometimes make the biggest difference. Learn more about small things you can do for others to leave a lasting impact by reading “How to Help a Family in Need’” written by EIG Director of Client Experience & Wealth Advisor, Kristina Schnuckel, CFP®, AIF®, on page 9 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, was featured on the GreenCast podcast by the Waukesha County Green Team! Listen to her recording all about Sustainable Holiday Gifting by visiting: waukeshacountygreenteam.org/listen!
Listen to WISN AM1130 on Sunday, November 29th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help make a difference in the lives of local families during the holiday season.
Guests this week include:
Sarah Hein | Christmas Clearing Council
Peggy Hibbard | Waukesha Headstart Program
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.
On Sunday - Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Wishing you a blessed Thanksgiving!
With Gratitude,
-Your EIG Client Care Teams
In this season of giving, we invite you to join us in supporting our 4th quarter charity - Christmas Clearing Council! We are collecting waterproof hats and mittens to be given to children in need. Bring your items to our Pewaukee or Whitefish Bay offices by December 30th. Learn more at: christmasclearingcouncil.org/
Tune in to Milwaukee’s Philanthropic Community on WISN AM1130 – Sunday, November 29th at 10am to hear from Sarah Hein, Executive Director of Christmas Clearing Council. Learn more about their mission and stories from the recipients of these donations!
Even if the holidays feel different this year, there are unique ways to help make your loved ones feel special. Learn about a few gifts ideas by reading “Creative Holiday Gifting’” written by EIG Wealth Advisor, Anne Mank, CFP®, CPA, on page 12 of our 4th quarter newsletter.
Our latest newsletters can be found on our website at ellenbecker.com/p/newsletter.
Wondering where to donate for #GivingTuesday? Learn more about the missions of local charities and hear stories of gratitude from donation recipients by listening to our EIG podcast, Milwaukee’s Philanthropic Community, at: ellenbecker.com/milwaukeesphilanthropiccommunity.
#GivingTuesday Tax Reminder: The CARES Act includes several temporary tax changes, including the special “above-the-line” $300 deduction that can be used whether you choose to take the standard deduction or itemize. Cash donations given by check, credit card or debit card of up to $300 made before Dec. 31, 2020, are now deductible when people file their taxes in 2021.
If you have questions, please contact the EIG Tax Team for additional information on this one-time deduction.
Listen to WISN AM1130 on Sunday, December 6th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide fitness classes to help heal and grow the mind, body and soul and that donate shoes to those in need in Africa.
Guests this week include:
Julie Palbicki and Christelle Vermeulen | Revelation Wellness - Lake Country
Diane Studer | Soles For Jesus
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel and Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Thank you to GoGeddit Marketing & Media for having Ellenbecker Investment Group on the GoGedders podcast! Karen Ellenbecker, EIG Founder & Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discussed founding and growing a women-owned financial firm and family business. Tune in to hear the story of EIG!
Listen by searching "GoGedders" on your favorite podcast app or by visiting: https://ggmm.io/the-gogedders-podcast/founding-and-growing-a-1b-women-owned-financial-firm-with-julie-and-karen-ellenbecker-of-ellenbecker-investment-group/
GGMM.IO
Founding and growing a $1B Women Owned Financial Firm with Julie and Karen Ellenbecker of Ellenbecker Investment Group - GGMM
Listen to WISN AM1130 on Sunday, December 13th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that fund grants and give donations to local non-profits and provide support services for families in need in Ozaukee county.
Guests this week include:
Carrie Matteson & Pam Stark | Woman's Club of Wisconsin
Lisa Holtebeck | Ozaukee Family Services
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness, mental health and communication during challenging times and the economic impact the pandemic has had on the fitness industry.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Today we wish Kate Murphy, Client Operations Coordinator & Investment Operations Associate, a very happy 3rd anniversary with EIG! We are grateful for Kate's leadership and her ability to provide our clients with extraordinary service every day!
Listen to WISN AM1130 on Sunday, December 20th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide ministry and support to those experiencing homelessness, poverty and difficult circumstances.
Guests this week include:
Brother Robert Wotypka & Chuck Cmeyla | Capuchin Community Services - Supporting House of Peace & St Ben's Community Meal
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness, mental health and communication during challenging times and the economic impact the pandemic has had on the fitness industry.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Thank you to GoGeddit Marketing & Media for having Ellenbecker Investment Group on the GoGedders podcast! Karen Ellenbecker, EIG Founder & Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discussed founding and growing a women-owned financial firm and family business. Tune in to hear the story of EIG!
Listen by searching "GoGedders" on your favorite podcast app or by visiting: https://ggmm.io/the-gogedders-podcast/founding-and-growing-a-1b-women-owned-financial-firm-with-julie-and-karen-ellenbecker-of-ellenbecker-investment-group/
GGMM.IO
Founding and growing a $1B Women Owned Financial Firm with Julie and Karen Ellenbecker of Ellenbecker Investment Group - GGMM
Listen to WISN AM1130 on Sunday, December 13th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that fund grants and give donations to local non-profits and provide support services for families in need in Ozaukee county.
Guests this week include:
Carrie Matteson & Pam Stark | Woman's Club of Wisconsin
Lisa Holtebeck | Ozaukee Family Services
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness, mental health and communication during challenging times and the economic impact the pandemic has had on the fitness industry.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Today we wish Kate Murphy, Client Operations Coordinator & Investment Operations Associate, a very happy 3rd anniversary with EIG! We are grateful for Kate's leadership and her ability to provide our clients with extraordinary service every day!
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
ELLENBECKER.COM
Money Sense | Ellenbecker Investment Group
Listen to WISN AM1130 on Sunday, December 27th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide housing and resources for the homeless.
Guests this week include:
Eva Welch | Street Angels
Jim Manthy | Housing First
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, December 20th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide ministry and support to those experiencing homelessness, poverty and difficult circumstances.
Guests this week include:
Brother Robert Wotypka & Chuck Cmeyla | Capuchin Community Services - Supporting House of Peace & St Ben's Community Meal
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness, mental health and communication during challenging times and the economic impact the pandemic has had on the fitness industry.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Thank you to GoGeddit Marketing & Media for having Ellenbecker Investment Group on the GoGedders podcast! Karen Ellenbecker, EIG Founder & Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discussed founding and growing a women-owned financial firm and family business. Tune in to hear the story of EIG!
Listen by searching "GoGedders" on your favorite podcast app or by visiting: https://ggmm.io/the-gogedders-podcast/founding-and-growing-a-1b-women-owned-financial-firm-with-julie-and-karen-ellenbecker-of-ellenbecker-investment-group/
GGMM.IO
Founding and growing a $1B Women Owned Financial Firm with Julie and Karen Ellenbecker of Ellenbecker Investment Group - GGMM
Listen to WISN AM1130 on Sunday, January 3rd at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide support and resources for businesses in Waukesha County.
Guests this week include:
Suzanne Kelley | Waukesha County Business Alliance
Tim Casey | Waukesha County Center for Growth
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
ELLENBECKER.COM
Money Sense | Ellenbecker Investment Group
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the CARES Act, stimulus payments, unemployment and how to maximize your tax strategy.
On Sunday - Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for individuals.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
ELLENBECKER.COM
Money Sense | Ellenbecker Investment Group
Listen to WISN AM1130 on Sunday, December 27th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide housing and resources for the homeless.
Guests this week include:
Eva Welch | Street Angels
Jim Manthy | Housing First
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy Milwaukee, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, host and founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, January 10th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide one-on-one youth mentoring opportunities and services that help provide basic needs for families.
Guests this week include:
Amy Chionchio & Aaron Schmitz | Big Brothers Big Sisters of Metro Milwaukee
Kari Southern | Community Advocates
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Our new 1Q21 newsletter has our wealth advisors and partners discussing their experiences and financial lessons learned through life. Learn how guidance and education can help us to feel confident with our decisions by reading “Sharing our Financial Planning Experience: 25 Years” written by EIG President & Senior Wealth Advisor, Julie Ellenbecker-Lipsky, CFP®, CDFA®, on page 1 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
We are continuing our celebration of anniversaries this week with two more awesome EIG team members! In gratefulness of their commitment to service, the EIG Charitable Foundation is donating to their charities of choice.
Jean Range, CFP®, EIG Senior Wealth Advisor | 12th Anniversary
Jean is supporting Stepping Stone Farms and Archdiocese of Milwaukee Marian Shrine.
Wendy Bitter, EIG Director of Marketing | 6th Anniversary
Wendy has chosen to donate to JDRF Wisconsin Chapter and Elmbrook Senior Taxi.
Thank you both for all that you do!
EIG is a proud sponsor of the arts! Be sure to view this new digital magazine by Footlights.
Footlights
January 4 at 4:00 PM ·
Check out the ALL NEW ArtsScene Magazine, by Footlights. Sponsored by UW Credit Union, this digital magazine features local and national arts editorial, visual and performing arts submissions, event listings, and so much more! Support the arts and read the first issue today! Read and subscribe here: https://tinyurl.com/ArtsSceneJan21
We have a few anniversaries to celebrate as we start the new year! Today we wish Sandra Geisler, CPA, EIG Director of Tax Planning, a happy three years and Kelly Whitt, Insurance Operations Associate, a happy two years with EIG! We are so appreciative of the work they both do for our clients.
In celebrating, the EIG Charitable Foundation is donating to each of their charities of choice:
Sandra Geisler, CPA | Life's Connection Waukesha
Kelly Whitt | Everytown for Gun Safety
Interested in hearing the EIG story? Learn about the beginning moments, the vision and the celebration of achievements during our 25 years in business from our Founder & Senior Wealth Advisor, Karen Ellenbecker. Visit our website to read “25 Years of Experience” on page 2 of our 1st quarter newsletter.
Our newsletters can be found at ellenbecker.com/p/newsletter.
To continue the season of giving, our EIG team was able to donate a total 500 pairs of Bombas socks to The Women's Center & Guest House of Milwaukee this past week. Socks are the most requested clothing item and we hope to have added comfort through these cold months for these organizations!
Wishing a happy 5-year anniversary to Diane Gastrow, EIG Director of Insurance Planning! Thank you for providing extraordinary service for our clients and being a wonderful member of the EIG team!
To celebrate, the EIG Charitable Foundation is donating to Diane’s charities of choice: National Multiple Sclerosis Society & Redeem and Restore Center
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy Milwaukee, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, host and founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, January 10th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide one-on-one youth mentoring opportunities and services that help provide basic needs for families.
Guests this week include:
Amy Chionchio & Aaron Schmitz | Big Brothers Big Sisters of Metro Milwaukee
Kari Southern | Community Advocates
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Our new 1Q21 newsletter has our wealth advisors and partners discussing their experiences and financial lessons learned through life. Learn how guidance and education can help us to feel confident with our decisions by reading “Sharing our Financial Planning Experience: 25 Years” written by EIG President & Senior Wealth Advisor, Julie Ellenbecker-Lipsky, CFP®, CDFA®, on page 1 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
We are excited to introduce a new member of our EIG team today! Brent Adams has joined us as an Investment Operations Associate in our Pewaukee office. Welcome, Brent!
Ever wonder what happens to our old billboards?! One creative family used the vinyl to make their very own backyard ice rink! Great way to make these cold months enjoyable. ❄️ We have a few available each year. If you'd like one, just let us know.
Listen to WISN AM1130 on Sunday, January 17th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide programs to help people with disabilities acquire skills and achieve their full potential and put on free, educating and entertaining Shakespeare in the Park shows.
Guests this week include:
Sandra Gines & Mark Cage | ACAP Inc. Waukesha
Susan Fry | Optimist Theatre - Shakespeare in the Park, Milwaukee
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, host and founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.
On Sunday - Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy Milwaukee, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
We are celebrating Jill Economou's 13th anniversary with EIG today! Jill is our Director of Community Outreach and host of Milwaukee's Philanthropic Community. She connects our team with many organizations to help and encourage the EIG spirit of gratitude and giving!
This year Jill has chosen to donate through the EIG Charitable Foundation to K-LOVE Radio and The fetch Foundation.
Interested in hearing the EIG story? Learn about the beginning moments, the vision and the celebration of achievements during our 25 years in business from our Founder & Senior Wealth Advisor, Karen Ellenbecker. Visit our website to read “25 Years of Experience” on page 2 of our 1st quarter newsletter.
Our newsletters can be found at ellenbecker.com/p/newsletter.
Listen to WISN AM1130 on Sunday, January 24th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide mentorship, support and developmental opportunities for young men and women in Milwaukee.
Guests this week include:
Marco Morrison | Operation Dream, Inc.
Christy Miller | PEARLS for Teen Girls
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction to meet your goals.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and founding partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Brett Engelking, EIG Director of Operations, volunteered with Humane Animal Welfare Society - HAWS of Waukesha and Wings of Rescue to unload animals flown in from Louisiana! Many of the animals have already been placed for adoption and have another chance at a great life. If you would like to learn more about HAWS, how to adopt animals or how to volunteer at events like this, visit hawspets.org/.
Having a meaningful savings account balance allows you to be ready for all that life brings. Learn tips on how to get started by reading “Experience: Saving” written by EIG Senior Wealth Advisor, Jean Range, CFP®, CDFA®, on page 3 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
We are excited to introduce a new member of our EIG team today! Brent Adams has joined us as an Investment Operations Associate in our Pewaukee office. Welcome, Brent!
Ever wonder what happens to our old billboards?! One creative family used the vinyl to make their very own backyard ice rink! Great way to make these cold months enjoyable. ❄️ We have a few available each year. If you'd like one, just let us know.
Listen to WISN AM1130 on Sunday, January 31st at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that mentor Milwaukee's youth and provide daily meals to those in need.
Guests this week include:
Victor and Dawn Barnett | Running Rebels Community Organization
Lyn Hildebrand | The Gathering of Southeast WI, Inc.
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and founding partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path, about how to live your life to the fullest and set yourself up for success.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
WED, FEB 3 AT 5:30 PM CST
Sustainable Living - February 2021
Insurance planning is like putting the pieces of a puzzle together to come up with solutions that work. Learn how we help clients understand life, long term care or disability insurance products by reading “Experience: Insurance” written by EIG Director of Insurance Planning, Diane Gastrow, on page 4 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
Listen to WISN AM1130 on Sunday, January 24th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide mentorship, support and developmental opportunities for young men and women in Milwaukee.
Guests this week include:
Marco Morrison | Operation Dream, Inc.
Christy Miller | PEARLS for Teen Girls
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path program, about how to live your life to the fullest and set yourself up for success. Andrea takes us through the stepping stones of planning and setting your finances in the right direction to meet your goals.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and founding partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, February 7th at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide hope and help to individuals and their loved ones impacted by mental health concerns and building resilience and inclusion for mental health in Wisconsin.
Guests this week include:
Mary Madden | NAMI Southeast Wisconsin
Sue McKenzie Dicks | WISE
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz - Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Join us in welcoming Rachel Sciacca to our EIG team as the Office Manager of our Pewaukee location! Rachel will be one of the friendly voices on the phone when you call and will be there to welcome you the next time you visit us in person. We are excited to have her with us!
Having a line of credit in place can be a useful tool and provide peace of mind. Learn how the use of properly positioned credit along with your savings can be a solution to meeting your financial goals by reading “Experience: Credit” written by EIG Wealth Advisor, Jamie Williams, CFP®, on page 5 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
We have two additions to our Pewaukee office team today! Please join us in welcoming Karyn Tylicki, EIG Investment Operations Associate, and Taelor Ellenbecker, EIG HR Assistant. We are excited to have them with us!
Listen to WISN AM1130 on Sunday, January 31st at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that mentor Milwaukee's youth and provide daily meals to those in need.
Guests this week include:
Victor and Dawn Barnett | Running Rebels Community Organization
Lyn Hildebrand | The Gathering of Southeast WI, Inc.
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, February 14 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help families in the Waukesha area to achieve their dream of home ownership and provide meals for elementary school children on the weekends who might otherwise go hungry.
Guests this week include:
Sara Clark | Habitat for Humanity - Waukesha County
Nancy Major | Blessings in a Backpack Waukesha County
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz - Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
MON, MAR 22 AT 6:00 PM CDT
Well-Being for Women: An Evening of Inspiration and Comfort
We are excited to announce another addition to our EIG team! Susan McLaughlin has joined us as Insurance Associate in our EIG Insurance Division. Welcome, Susan!
Is your advisory firm passionate about you? Learn the top qualities you should be looking for in a wealth advisor by reading “Experience: Investing” written by EIG Director of Client Experience & Wealth Advisor, Kristina Schnuckel, CFP®, AIF®, on page 7 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
Happy National Pizza Day! Our team was happy to celebrate this delicious holiday together in the lunch room today!
Listening is a crucial first step in helping others. Learn how listening before taking action provides the best outcome for all involved by reading “Experience: Listening” written by EIG Wealth Advisor, Heather Deaton, CFP®, CSRIC™, on page 9 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
Today we are wishing a warm welcome to Liza Oyola-Skinkis, CPA, Wealth Advisor Associate! Liza is joining Julie Ellenbecker-Lipsky’s team in our Pewaukee office. We are excited to have another great addition to EIG!
Listen to WISN AM1130 on Sunday, February 14 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help families in the Waukesha area to achieve their dream of home ownership and provide meals for elementary school children on the weekends who might otherwise go hungry.
Guests this week include:
Sara Clark | Habitat for Humanity - Waukesha County
Nancy Major | Blessings in a Backpack Waukesha County
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes affect tax season for individuals and small businesses.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz - Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current real estate market and what we might see happen in 2021.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
MON, MAR 22 AT 6:00 PM CDT
Well-Being for Women: An Evening of Inspiration and Comfort
We are excited to announce another addition to our EIG team! Susan McLaughlin has joined us as Insurance Associate in our EIG Insurance Division. Welcome, Susan!
Being an adult and having to make significant financial decisions can be stressful. Learn how education and working with an expert can help provide the best outcome by reading “Experience: Making Big Financial Decisions” written by EIG Wealth Advisor, Anne Mank, CFP®, CPA, on page 12 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
One member of our EIG team has participated in the HAWS foster care program, hosting over 40 kittens so far! Please enjoy the photos of some of our fostered and adopted animals from HAWS, loved by our EIG families.
HAWS places animals in foster care when they are not yet ready for adoption. The average commitment is 2-3 weeks with the exception of litters of pups or kittens which may require up to 8 weeks. HAWS provides all necessary care supplies – you provide the love! If you’re interested in fostering, more info can be found at hawspets.org/volunteer-at-haws-general/.
Listen to WISN AM1130 on Sunday, February 21 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide confidential care and counseling for pregnant mothers and surrounds families in crisis with a caring, compassionate community.
Guests this week include:
Krys Crawley | Life's Connection Waukesha
Jennifer Shiller | Safe Families for Children Southeast Wisconsin
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves, LLC: A Service for Seniors in Transition and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel and Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listening is a crucial first step in helping others. Learn how listening before taking action provides the best outcome for all involved by reading “Experience: Listening” written by EIG Wealth Advisor, Heather Deaton, CFP®, CSRIC™, on page 9 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
Today we are wishing a warm welcome to Liza Oyola-Skinkis, CPA, Wealth Advisor Associate! Liza is joining Julie Ellenbecker-Lipsky’s team in our Pewaukee office. We are excited to have another great addition to EIG!
Our four-legged friends are important to us at EIG and we are always excited when they visit our offices! Your trained dogs are welcome with a call ahead to our reception desk. We will have a treat waiting.
Join us in donating to Humane Animal Welfare Society - HAWS of Waukesha this quarter as we support the care and adoption of our local animals in need of a home. Bring in your toys, treats or monetary donations to our Pewaukee or Whitefish Bay offices by March 31st.
Listen to WISN AM1130 on Sunday, February 28 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help young people develop skills in building wooden boats along with confidence in life and also learn about the restoration and preservation of our Milwaukee history.
Guests this week include:
Mark Kuehn & Bill Nemke | All Hands Boatworks
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel and Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves, LLC: A Service for Seniors in Transition and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Being an adult and having to make significant financial decisions can be stressful. Learn how education and working with an expert can help provide the best outcome by reading “Experience: Making Big Financial Decisions” written by EIG Wealth Advisor, Anne Mank, CFP®, CPA, on page 12 of our 1st quarter newsletter.
Our newsletters can be found on our website at ellenbecker.com/p/newsletter.
One member of our EIG team has participated in the HAWS foster care program, hosting over 40 kittens so far! Please enjoy the photos of some of our fostered and adopted animals from HAWS, loved by our EIG families.
HAWS places animals in foster care when they are not yet ready for adoption. The average commitment is 2-3 weeks with the exception of litters of pups or kittens which may require up to 8 weeks. HAWS provides all necessary care supplies – you provide the love! If you’re interested in fostering, more info can be found at hawspets.org/volunteer-at-haws-general/.
Listen to WISN AM1130 on Sunday, February 21 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that provide confidential care and counseling for pregnant mothers and surrounds families in crisis with a caring, compassionate community.
Guests this week include:
Krys Crawley | Life's Connection Waukesha
Jennifer Shiller | Safe Families for Children Southeast Wisconsin
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
We celebrated Employee Appreciation Day with sweet treats in our Pewaukee and Whitefish Bay offices! We are so grateful for our EIG team that works hard to provide extraordinary service for our clients every day.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
On Sunday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, March 7 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that educate Wisconsin students in economic and free market concepts and that support the professional development of individuals and groups in community and economic development.
Guests this week include:
Bob Glowacki | EconomicsWisconsin
Constance Alberts | Urban Economic Development Association of WI (UEDA)
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Our four-legged friends are important to us at EIG and we are always excited when they visit our offices! Your trained dogs are welcome with a call ahead to our reception desk. We will have a treat waiting.
Join us in donating to Humane Animal Welfare Society - HAWS of Waukesha this quarter as we support the care and adoption of our local animals in need of a home. Bring in your toys, treats or monetary donations to our Pewaukee or Whitefish Bay offices by March 31st.
Listen to WISN AM1130 on Sunday, February 28 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help young people develop skills in building wooden boats along with confidence in life and also learn about the restoration and preservation of our Milwaukee history.
Guests this week include:
Mark Kuehn & Bill Nemke | All Hands Boatworks
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel and Flourish, about tips on how to use Excel spreadsheets for household budgeting and small business needs.
On Sunday – Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves, LLC: A Service for Seniors in Transition and Certified Senior Moves Manager, to discuss downsizing, re-locating and re-settling your senior loved ones.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Many treats were needed to get in one great photo today. Happy Friday from EIG and our furry friends!
Listen to WISN AM1130 on Sunday, March 14 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help local children learn healthy communication skills, practice nonviolent conflict resolution and promote and encourage the next generation of leaders in campaigns for health, social justice and education.
Guests this week include:
Tracy Ebert | Peace Learning Center of Milwaukee, Inc.
Sharlen Moore | Urban Underground
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out at twout.org/ about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
On Sunday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
We celebrated Employee Appreciation Day with sweet treats in our Pewaukee and Whitefish Bay offices! We are so grateful for our EIG team that works hard to provide extraordinary service for our clients every day.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
On Sunday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Listen to WISN AM1130 on Sunday, March 7 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that educate Wisconsin students in economic and free market concepts and that support the professional development of individuals and groups in community and economic development.
Guests this week include:
Bob Glowacki | EconomicsWisconsin
Constance Alberts | Urban Economic Development Association of WI (UEDA)
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Help us support the animals in need of a home at Humane Animal Welfare Society - HAWS of Waukesha by bringing in donations of toys, food and giftcards to our Pewaukee or Whitefish Bay offices by March 31st.
Enjoy these photos of sweet, little kittens fostered through HAWS by EIG Tax Planning Advisor, Richard Wolosek, CPA, and family!
Many treats were needed to get in one great photo today. Happy Friday from EIG and our furry friends!
Listen to WISN AM1130 on Sunday, March 14 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help local children learn healthy communication skills, practice nonviolent conflict resolution and promote and encourage the next generation of leaders in campaigns for health, social justice and education.
Guests this week include:
Tracy Ebert | Peace Learning Center of Milwaukee, Inc.
Sharlen Moore | Urban Underground
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out at twout.org/ about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
On Sunday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
We celebrated Employee Appreciation Day with sweet treats in our Pewaukee and Whitefish Bay offices! We are so grateful for our EIG team that works hard to provide extraordinary service for our clients every day.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.
On Sunday – Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Fun to be at an event in person today! Tempo Waukesha luncheon about the Art &Science of Podcasting. Thanks to those involved for taking the extra steps to make this event happen!
Heather Deaton
Diane Byrne
Wendy Kellogg Bitter
Our very own Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, was featured on the Cream City Pacers podcast to discuss investing in long-term success. Listen to Heather talk about her personal goals, overcoming adversity and her passion for helping her community at creamcitypacers.com/heather-deaton.
WED, APR 7 AT 5:30 PM CDT
Sustainable Living Virtual Meeting
We are celebrating the anniversaries of two wonderful members of our EIG team today!
Renee Dethardt, Investment Operations Associate – 3 Years
Courtney Hull, Wealth Advisor Associate - 5 Years
Thank you both for all that you do to support our team and clients. We appreciate you!
Listen to WISN AM1130 on Sunday, March 21 at 10am to hear EIG Director of Community Outreach, Jill Economou, discuss organizations that help other nonprofits learn how to better deliver on their mission and a job board for nonprofit career opportunities in Wisconsin.
Guests this week include:
Rob Meiksins | Nonprofit Academy of Wisconsin
Ben Hastil | Jobs That Help
Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
Tune in this weekend to MoneySense on AM1130 WISN. New episodes air each week on Saturdays at 2pm and Sundays at noon.
On Saturday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.
On Sunday – Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of HELOCs in your financial plan.
Miss a show? Recordings are available online (ellenbecker.com/moneysense) and as podcasts on Apple Podcasts, Google Play, Stitcher and Spotify.
