Money Sense

Ellenbecker Investment Group
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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. 1 g fa

    Q2 2026 Market Update

    Markets rarely move in straight lines and Q2 2026 was a powerful reminder of that. In this week’s episode of Money Sense, Karen Ellenbecker is joined by long-time market voice Mike Roth and Wealth Services Advisor Nik Kibardin to unpack a volatile yet resilient quarter. From geopolitical tensions and oil shocks to a remarkable market rebound, this conversation breaks down what really drove performance and what investors should pay attention to moving forward. The group explores the balance between strong economic fundamentals and headline-driven noise, and how both shaped investor sentiment. They also discuss inflation trends, shifting Federal Reserve expectations, the growing influence of AI, and how everyday investors can interpret what is happening through the lens of gas prices, rates, and portfolio decisions. 01:28 Q2 Market Resilience Explained 03:00 Geopolitics, Oil Shock & Market Reaction 06:15 Why Markets Rebounded (AI, CapEx & Confidence) 15:40 Strong Economy & Consumer Spending Trends 28:24 Inflation, Fed Policy & Market Outlook 35:30 Elections, Market Cycles & What Comes Next New episodes of Money Sense drop weekly. Subscribe for more conversations that connect financial education with real life decisions. #MoneySense #MarketUpdate #Q22026 #InvestingInsights #EconomicOutlook #InflationTrends #InterestRates #AIandInvesting #FinancialPlanning #WealthManagement #InvestorEducation #StockMarket #LongTermInvesting 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.

    42 min

  2. 23 giu

    Insurance Coverage Gaps, Liability Risks, and Recommendations

    Insurance is something many people have, but not always something they revisit or fully understand. In this week’s episode of Money Sense, Amy Bremmer, Wealth Services Advisor at Ellenbecker Investment Group, sits down with Jody Leonhardt, Accounts Manager and Agent at American Advantage Insurance, to walk through the basics of property and casualty insurance in a clear and practical way. Together, they talk through how coverage works, how to think about protecting what you’ve built, and why regular check-ins matter as life evolves. From auto and homeowners insurance to umbrella policies, this conversation offers helpful perspective for making more informed decisions about your coverage. 00:00 Why Understanding Your Coverage Matters 02:05 Agent vs Broker and Finding the Right Fit 05:10 Auto Insurance Basics and Coverage Limits 09:15 Aligning Coverage with Your Assets 12:40 Homeowners Insurance and Shared Risk 17:55 Replacement Cost vs Actual Cash Value 22:30 Everyday Liability Risks at Home 27:40 Umbrella Insurance and How It Works New episodes of Money Sense drop weekly. Subscribe for more conversations that connect financial education with real life decisions. #MoneySense #InsurancePlanning #FinancialEducation #WealthProtection #RiskManagement #PersonalFinance #HomeownersInsurance #AutoInsurance #UmbrellaPolicy #FinancialPlanning #LiabilityProtection 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.

    45 min

  3. 16 giu

    College Athletics in a Pay-for-Play Era

    College athletics is evolving fast. What used to center on scholarships and school pride now includes contracts, branding deals, and real income before athletes even step on campus. In this episode of Money Sense, Heather Deaton sits down with Chellee Siewert, Founder and President of Capture Sports Entertainment, to unpack what the pay-for-play (NIL) era means for athletes, families, and the future of college sports. From building a trusted team to navigating contracts, taxes, and personal branding, this conversation explores both the opportunities and the risks. They also zoom out to examine how NIL is reshaping team dynamics, recruiting, and the long-term landscape of college athletics. 00:00 The Shift to Pay-for-Play in College Sports 02:12 What NIL Really Means for Athletes Today 04:05 Building the Right Team Around an Athlete 06:45 Early Deals, Contracts, and Hidden Risks 08:58 Schools Paying Athletes Directly Explained 11:30 Athletes as Brands: Identity Beyond the Game 15:00 Financial Planning and Managing Sudden Income 18:10 Team Dynamics, Transfers, and Recruiting Changes 22:05 What Comes Next: Rules, Risks, and the Future of NIL New episodes of Money Sense drop weekly. Subscribe for more conversations that connect financial education with real life decisions. #MoneySense #CollegeAthletics #NIL #PayForPlay #StudentAthletes #FinancialEducation #WealthPlanning #SportsBusiness 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.

    31 min

  4. 9 giu

    EIG Behind The Scenes: Operations & Systems

    “EIG Behind the Scenes” is a new Money Sense series designed to highlight the people and perspectives behind Ellenbecker Investment Group. In this first episode, Karen Ellenbecker sits down with Brett Engelking, Director of Operations and Systems, to explore what it really takes to build and sustain a boutique firm. Karen reflects on her more than 40 years in the industry and the intentional decisions behind building a firm grounded in personalized service, long-term relationships, and thoughtful growth. Brett shares how operations and systems work behind the scenes to bring that vision to life while adapting to an increasingly complex, fast-moving environment. They also discuss how technology supports, but never replaces, human connection, and explore what the rise of AI could mean for the future of the industry. 0:00 EIG Behind The Scenes Introduction 1:50 How the Industry has Evolved Over 40 Years 4:30 What Operations and Systems Actually Do 7:30 From Manual Processes to Modern Technology 11:30 What “Boutique” Really Means Today 15:30 Relationships, Trust, and Legacy Planning 21:30 Technology, AI, and Risk Awareness 29:30 The Future of Advice and The Firm #MoneySensePodcast #EIGBehindTheScenes #FinancialPlanning #WealthManagement #ClientExperience #FinancialEducation #BoutiqueFirm #InvestingInsights #LegacyPlanning #AIinFinance #BehindTheScenes 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

    39 min

  5. 2 giu

    Why Delayed Gratification Matters for Investors

    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 Invested New 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.

    30 min

  6. 26 mag

    Make Your Most Thoughtful Financial Decisions During Divorce

    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 Avoid New 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.

    38 min

  7. 19 mag

    How to Make Your Kid Rich on $1 a Day

    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 Millions New 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.

    31 min

  8. 12 mag

    Author Spotlight: Jen Marr on "Lifting Up"

    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.

    30 min
Elenco completo (391)

Descrizione

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.

Informazioni

  • Creatore
    Ellenbecker Investment Group
  • Anni di attività
    2019 - 2026
  • Puntate
    391
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    Copyright © Ellenbecker
  • Sito web del podcast
    Money Sense

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