Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Est. Listeners
Based on iTunes & Spotify (publisher stats).
- Per-Episode Audience
Est. listeners per new episode within ~30 days
25,001 - 50,000 - Monthly Reach
Unique listeners across all episodes (30 days)
75,001 - 150,000 - Active Followers
Loyal subscribers who consistently listen
15,001 - 40,000
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Why Dividend Growth Matters in Today’s Market
May 5, 2026
Unknown duration
Credit Scores, Debt, and Buying A Home
Apr 28, 2026
Unknown duration
Charitable Giving and Your Financial Plan
Apr 21, 2026
Unknown duration
Setting Kids Up for Financial Success
Apr 14, 2026
Unknown duration
Mortgage Planning in a High-Rate Environment
Apr 7, 2026
Unknown duration
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 | Why Dividend Growth Matters in Today’s Market | How can portfolios pursue growth while managing volatility and generating reliable income? In this episode of Money Sense, wealth advisor Jamie Williams sits down with Mary Brown, president and portfolio manager at Campbell Newman Asset Management, to explore why dividend growth investing continues to play a critical role in long‑term portfolio construction. Mary shares the history behind Campbell Newman and explains how dividend‑growing companies can signal financial strength, disciplined capital allocation, and management confidence, especially during volatile or uncertain markets. Together, they discuss how dividends contribute to total return, help dampen volatility, and fit into a broader active management strategy alongside diversification, quality, and risk control. Listen to Money Sense wherever you get your podcasts. #MoneySense #DividendGrowth #LongTermInvesting #ActiveManagement #PortfolioConstruction #MarketVolatility #WealthManagement #FinancialPlanning #StockMarketEducation ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.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. | — | ||||||
| 4/28/26 | Credit Scores, Debt, and Buying A Home | With Americans carrying over $1.27 trillion in credit card debt, understanding how credit actually works and how it impacts homeownership is more important than ever. In this episode of Money Sense, Kristina Schnuckel, wealth advisor and director of client experience at Ellenbecker Investment Group, is joined by Ben Revak, senior loan advisor at ProVisor Inc., for a practical conversation about credit scores, consumer debt and buying a home. They break down common myths around credit card debt, explain what truly affects a credit score, and discuss why having debt does not automatically disqualify someone from homeownership. The episode also explores the difference between good and bad debt, how to prepare financially before buying a home, and what buyers should consider when thinking about mortgage rates and timing the market. 00:00 Why Credit Scores Matter01:40 Credit Card Debt & Homeownership Myths07:33 What Really Makes Up a Credit Score15:55 Good Debt vs. Bad Debt (Mortgages Explained)20:35 How to Prepare for Buying a Home30:15 Mortgage Rates, Timing the Market & What to Know Now New episodes of Money Sense drop weekly. Subscribe for more conversations about aligning your money with what matters most. #MoneySense #Homeownership #CreditScoreTips #DebtEducation #MortgageBasics #FinancialWellBeing #FirstTimeHomebuyer #MoneySensePodcast #FinancialPlanning ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.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. | — | ||||||
| 4/21/26 | Charitable Giving and Your Financial Plan | How can generosity fit seamlessly into your financial plan and maximize tax efficiency? In this episode of Money Sense, wealth advisors Jamie Williams and Heather Deaton explore how charitable giving can fit into a well‑rounded financial plan. They discuss how generosity can be both personal and strategic, while still supporting long‑term family and financial goals. The conversation is grounded in the Five T’s of Philanthropy: time, talent, treasure, ties, and testimony. Using real examples, they highlight the many ways individuals and families can give back beyond writing a check. 00:00 Why Philanthropy Is Core to the EIG Culture 03:40 Defining Your “Why” in Charitable Giving 07:30 The Five T’s of Philanthropy 12:45 Volunteering & Real‑World Impact 18:10 Securities, DAFs & Tax Efficiency 28:50 QCDs, RMDs & Retirement‑Based Giving 34:40 Legacy Giving, Estate Planning & Beneficiaries 41:20 Final Takeaways #MoneySensePodcast #CharitableGiving #FinancialPlanning #Philanthropy #LegacyPlanning #TaxEfficientGiving #ValuesBasedPlanning ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.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 | — | ||||||
| 4/14/26 | Setting Kids Up for Financial Success | How do you raise kids who feel confident making money decisions?In this episode, wealth advisors Kristina Schnuckel and Heather Deaton share how their own families have approached allowances, saving, and early financial decisions, alongside what they see working with clients and their kids. 00:00 Raising Money-Confident Kids 05:00 Allowances, Chores, and Teaching Kids Financial Responsibility 09:15 Savings vs. Spending and Building Impulse Control 13:00 Teaching Kids About Charitable Giving and Family Values 14:10 Helping Kids Understand Money Through Cash Flow and Spending Awareness 26:00 Savings, Investing, and Financial Accounts for Kids 36:45 Launching Kids into Adulthood with Financial Confidence #MoneySensePodcast #FinancialPlanning #MoneyLessonsForKids #KidsAndMoney #TeachingKidsAboutMoney #RaisingMoneyConfidentKids #FinancialParentingELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 4/7/26 | Mortgage Planning in a High-Rate Environment | Mortgage rates may be higher than what many homeowners and buyers have grown used to in recent years, but thoughtful planning can still open the door to smart opportunities. In this episode, wealth advisors Jamie Williams and Tammy Niemann explore today’s mortgage landscape and how it fits into your overall financial plan, drawing on Tammy’s deep lending background and Jamie’s planning‑first perspective. Mortgage Lending Then vs. Now Understanding Today’s Interest Rate Environment Mortgage Options and Borrowing Strategies Credit, Income, and Mortgage Approval Specialized Lending: Second Homes, Construction, and Renovations Home Equity Lines of Credit Integrating Mortgage Decisions into Financial Planning #MoneySensePodcast #MortgagePlanning #FinancialPlanning #RealEstateStrategy #FiduciaryAdvice #WealthPlanning #Homeownership #InterestRates #SmarterBorrowing #EllenbeckerInvestmentGroup ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: https://www.ellenbecker.com/ This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 3/31/26 | Q1 2026 Economic Update & Outlook | Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate cuts may be fewer than expected, and where volatility creates both risk and opportunity. 00:00 Welcome to Money Sense02:04 Q1 2026 Market Overview06:34 Why AI Is Driving Market Volatility15:55 Iran, Oil Shocks & Global Market Impact21:03 The Fog of War: Headlines vs Reality23:32 Interest Rates & Fed Cuts in 202624:46 AI Winners, Losers & Valuation Shifts29:39 Understanding Private Credit37:47 How Today’s Economy Affects Everyday Life #MarketOutlook #EconomicUpdate #Inflation #InterestRates #FederalReserve #Geopolitics #OilPrices #AIInvesting #ArtificialIntelligence #StockMarket #WealthManagement #FinancialPlanning #PrivateCredit #MarketVolatility #MoneySensePodcast ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.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. | — | ||||||
| 3/24/26 | Legacy Planning Made Simple for Every Family | Take the mystery out of legacy planning, no matter your age or stage. Estate planning attorney Erick Fabyan breaks down the conversations, documents, and decisions families should consider before they matter.From wills and trusts to beneficiary designations, powers of attorney, family conversations, and end‑of‑life instructions, this episode offers a practical roadmap for beginning—or updating—your estate plan. Jamie and Eric also share real stories and clear examples that reveal why planning early matters, how to avoid common mistakes, and the small steps that provide major peace of mind. What We Cover: ✅ Why every adult needs basic estate planning documents ✅ The difference between wills and trusts (and why most families benefit from a trust) ✅ How beneficiary designations work—and the pitfalls to avoid ✅ Choosing powers of attorney for financial and medical decisions ✅ Keeping your documents current and aligned with your wishes ✅ Planning for funeral expenses and ensuring liquidity ✅ How to structure family conversations that prevent conflict ✅ Digital legacy planning (passwords, online accounts, phone access & more) Whether you're planning for your own future or helping aging parents, this conversation will help you take the next right step with confidence.#EstatePlanning #LegacyPlanning #FinancialPlanning #EndOfLifePlanning #TrustsAndWills #BeneficiaryDesignations #PowersOfAttorney #FamilyFinances #FinancialWellbeing #MoneySensePodcast #EIG #EllenbeckerInvestmentGroup #FinancialEducationELLENBECKER 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. | — | ||||||
| 3/17/26 | Tax Planning as a Cornerstone of Financial Wellness | Tax planning plays a critical role in financial success. In this episode of Money Sense, Karen Ellenbecker sits down with Sandra Geisler, Director of Tax Planning at Ellenbecker Investment Group, to explore how thoughtful tax decisions today can strengthen your retirement, reduce surprises, and help your money work smarter for you.Karen and Sandra break down 2026 tax law changes, the importance of planning ahead, and the strategies retirees often overlook. They also share how to strategically manage Required Minimum Distributions (RMDs), use Roth IRAs and tax‑efficient accounts to your advantage, and apply gifting rules to protect your estate and support the causes you care about.Why does this matter? Because without proactive planning, you risk higher taxes and a less efficient path toward the legacy you hope to leave.#TaxPlanning #TaxStrategy #RetirementPlanning #TaxAdvice #SocialSecurityPlanning #RMDPlanning #QCDs #2026TaxChanges #WealthManagement #MoneySensePodcastELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 3/10/26 | Mortgages Made Simple for Today’s Homebuyers | If the mortgage process feels overwhelming, you’re not alone. Wealth Advisor Kristina Schnuckel and Loan Officer Ben Revak join Money Sense to simplify rates, lenders, and the steps every buyer should understand before making an offer.Together, they break down the key differences between purchases and refinances, why transparency from your lender matters, how rate locks actually work, and the questions every borrower should ask to avoid last‑minute stress at closing. Ben also shares his educational approach, the importance of selecting the right loan officer, and the biggest mistakes he sees homebuyers make, plus how to prevent them.Connect with Ben Revak at Ben@ProVisor.com or provisor.com/team/ben-revak.#MortgageEducation #HomebuyingTips #MortgageAdvice #MoneySensePodcast #EIGELLENBECKER 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. | — | ||||||
| 3/3/26 | Finding the Right Home in Any Market | In a market where nothing seems available, this episode breaks down how people are still finding the right home and the strategies that make it possible.Karen Ellenbecker sits down with Shorewest Realtor Beth Jaworski for a conversation about today’s housing reality: tight inventory, a shortage of condos, and the wave of apartment development that’s reshaping options for buyers and downsizers alike. Beth explains what’s driving the shortage and why so many would‑be sellers feel “stuck,” then shares practical ways to create flexibility like using a home‑equity line of credit to buy first and sell second, staging for maximum return, and timing your move to reduce stress.You’ll learn what buyers prioritize today, the simple updates that make the biggest difference, and the offer strategies that help you compete in a fast‑moving market. We also talk about building the right team, from decluttering support to contractors and lenders, and why preparation is the key to successful buying and selling in any season.Connect with Beth Jaworski at bjaworski@shorewest.com or visit bethjaworski.com for additional resources and listings.#RealEstateTips #HousingMarket2026 #HomeBuyingAdvice #DownsizingJourney #WisconsinRealEstate #MoneySensePodcast #EIG #HomeSellingTipsELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 2/24/26 | Q1 2026 Bond Market Update | In this episode, wealth advisor Jamie Williams is joined by Dick Schiller of Pavlic Investment Advisors for a clear look at the fixed income landscape in early 2026. Together, they break down how today’s bond ladders are structured, what yields look like across one‑ to ten‑year maturities, and why reinvestment and interest‑rate risk feel different than they did just a few years ago. Jamie and Dick also highlight how the broader market backdrop supports the case for high‑quality bonds and how a thoughtful allocation can help protect five to six years of income needs. They discuss: Current yield ranges across one‑ to ten‑year investment‑grade corporate bonds Why bond ladders help stabilize plans in a shifting rate environment How reinvestment risk affects CDs and money markets The difference between individual bonds and bond funds How to evaluate quality when selecting fixed income holdings How fixed income supports a balanced allocation as volatility returns Register for our March 12th webinar on travel insurance here: bit.ly/4ccSKgaELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 2/17/26 | 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 Zelinka Parsons, or explore her book "A High Achiever’s Guide to Thriving in Retirement", available online and through major book retailers.#RetirementRedefined #PurposefulLiving #ThrivingInRetirement #NextChapter #MoneySensePodcast #EIGWealthELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 2/10/26 | 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 #EIGWealthELLENBECKER INVESTMENT GROUPPresenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: www.ellenbecker.com/This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 2/3/26 | 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 #EmergingInvestorsELLENBECKER INVESTMENT GROUPPresenter 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. | — | ||||||
| 1/27/26 | 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 #EIGWealthELLENBECKER 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. | — | ||||||
| 1/20/26 | 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 #WealthELLENBECKER 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. | — | ||||||
| 1/13/26 | 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 #EIGWealthELLENBECKER 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. | — | ||||||
| 1/6/26 | 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. In this episode, 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), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. | — | ||||||
| 12/7/25 | 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. | — | ||||||
| 12/6/25 | Real Estate in Your Financial Plan | Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C. In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics. Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders. | — | ||||||
| 11/23/25 | Finding Gratitude | Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone. | — | ||||||
| 11/22/25 | The Rising Cost of College & The Appeal of Trades | Thinking abouot your child's education options? Karen Ellenbecker and Chris McGee discuss smart savings strategies and career trends. | — | ||||||
| 11/9/25 | OBBBA: What to Know Before Year-End | In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act. | — | ||||||
| 11/8/25 | Market Update | Wealth Advisor Jamie Williams and CEO of Capital Market Consultants Barry Mendelson unpack the market from economic shifts to tech and AI trends, sector performance, and why gold is on the rise. | — | ||||||
| 10/26/25 | Transparent Mortgage Solutions | Buying a home doesn’t have to be overwhelming. In this episode, Kristina Schnuckel, Wealth Advisor, teams up with mortgage expert Ben Revak from ProVisor, Inc. to break down the home loan process. Learn how transparency and expert guidance can make securing a mortgage stress-free for every homebuyer. | — | ||||||
Showing 25 of 383
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.