Money Sense

Ellenbecker Investment Group

Money Sense is your trusted guide to building true wealth—beyond just money. Hosted by Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group (EIG), this weekly podcast helps you make confident decisions about your finances, health, and legacy. For over 35 years, Karen and the EIG Wealth Advisors have combined financial planning expertise with insights from economists, attorneys, authors, tax professionals, and other thought leaders. Each episode explores how to align your money with your values, create a life you love, and leave a lasting impact. Whether you’re planning for retirement, navigating taxes, or simply looking for financial clarity, Money Sense delivers practical strategies and inspiring conversations to help you live with purpose. New episodes every Tuesday. Subscribe now and start building wealth that makes sense—for your life and your legacy.

  1. 4D AGO

    Thriving in Your Retirement Years

    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 Zelenka 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) 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.

    43 min

  2. FEB 10

    Estate Planning: The Trustee's Role Explained

    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 pjr@cmlawgroup.com or 262‑542‑4278. #EstatePlanning #TrusteeDuties #FinancialPlanning #LegacyPlanning #WealthTransfer #MoneySensePodcast #EIGWealth ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) 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.

    45 min

  3. FEB 3

    Generational Wealth Building for Your Family

    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. They discuss: Why legacy is less about numbers and more about values How different generations think about saving, giving, and financial security The rising trend of lifetime gifting and why more parents are helping adult children earlier The importance of modeling healthy financial behaviors Why family conversations around money matter, and how to start them How EIG’s Wealth Seed initiative supports emerging investors 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) 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.

    41 min

  4. JAN 27

    Simple Steps to Secure Your Future

    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) 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.

    42 min

  5. JAN 20

    Planning Ahead for Caregiving Needs

    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) 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.

    45 min

  6. JAN 13

    Real Estate Decisions in Retirement: Sell or Stay?

    When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face. Tammy breaks down key considerations retirees should evaluate, including the pros and cons of downsizing, the financial and lifestyle impact of relocating, and when staying put may make the most sense. The conversation also covers topics such as reverse mortgages, housing market dynamics, and how real estate decisions can affect cash flow, taxes, and long-term planning. Listeners will gain clarity on how to align housing choices with personal values, lifestyle goals, and overall retirement plans, so decisions feel intentional, informed, and confident rather than overwhelming. #RetirementPlanning #RealEstateInRetirement #Downsizing #WealthPlanning #FinancialDecisions #MoneySensePodcast #EIGWealth ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) 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.

    48 min

  7. JAN 6

    Untangle Your Emotions from Your Money

    Ever make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion. On this episode of “Money Sense”, host Karen Ellenbecker sits down with Aja Evans, a board-certified therapist, speaker, and author specializing in financial therapy, to explore the deep connection between money, emotion, and mental health. Aja shares insights from her own financial awakening and explains how financial therapy can help individuals and families navigate the stress, shame, and patterns that influence financial decisions. She also discusses practical steps for couples to communicate about money, build trust, and create healthy financial habits together. Listeners will learn how to identify emotional triggers around money, understand the impact of chronic stress on financial and personal well-being, and take actionable steps to develop a healthier relationship with their finances. Aja's book, “Feel Good Finance”, is available now and offers tools to reflect on money habits, understand money narratives from childhood, and begin untangling emotions from financial decisions. You can find it at ajaevanscounseling.com or in stores and online retailers like Amazon. #FinancialTherapy #MoneyMindset #MentalHealth #WealthWellness #FinancialWellness #MoneySensePodcast #FeelGoodFinance ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG) 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.

    41 min

  8. 2025-12-07

    How To Create A Winning Culture in Your Business

    What makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question. In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engagement can drive meaningful growth and success. Perfect for business leaders and team members looking to enhance their workplace environment.

    46 min
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About

Money Sense is your trusted guide to building true wealth—beyond just money. Hosted by Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group (EIG), this weekly podcast helps you make confident decisions about your finances, health, and legacy. For over 35 years, Karen and the EIG Wealth Advisors have combined financial planning expertise with insights from economists, attorneys, authors, tax professionals, and other thought leaders. Each episode explores how to align your money with your values, create a life you love, and leave a lasting impact. Whether you’re planning for retirement, navigating taxes, or simply looking for financial clarity, Money Sense delivers practical strategies and inspiring conversations to help you live with purpose. New episodes every Tuesday. Subscribe now and start building wealth that makes sense—for your life and your legacy.

Information

  • Creator
    Ellenbecker Investment Group
  • Years Active
    2019 - 2026
  • Episodes
    372
  • Rating
    Clean
  • Copyright
    Copyright © Ellenbecker
  • Show Website
    Money Sense