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Money Sense

by Ellenbecker Investment Group
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Latest episodes

  • Finding Your Passion in Retirement

    October 16, 2026 · 29 min

    Retirement is often portrayed as the finish line after decades of work, but for many people, it's actually the beginning of an entirely new chapter. The challenge isn't simply having enough money to retire. It's knowing what you'll retire…

  • Q3 Market Update & Outlook

    October 7, 2026 · 38 min

    The third quarter delivered no shortage of market-moving headlines. Rising energy prices, geopolitical uncertainty, persistent inflation concerns, evolving Federal Reserve policy, and continued enthusiasm around artificial intelligence all…

  • Why Americans are Retiring Earlier than Planned

    October 2, 2026 · 26 min

    Most people have an idea of when they'd like to retire, but life doesn't always follow the timeline we have in mind. Health concerns, job loss, workplace changes, burnout, or family caregiving responsibilities can all lead to retirement…

  • EIG Behind the Scenes: Technology and the Human Connection

    September 23, 2026 · 23 min

    Financial information can be valuable, but understanding how it fits into your bigger financial picture is what makes it meaningful. In this installment of the Money Sense series, Behind the Scenes at EIG, Brett Engelking, Director of…

  • EIG Behind the Scenes: What Makes Our Approach Unique

    September 17, 2026 · 30 min

    Financial planning is about more than choosing investments. A thoughtful financial plan considers where you are today, where you want to go, and the many pieces of your financial life that need to work together to help you get there. In…

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  • How to Get the Most Out of Your 401(k)

    September 14, 2026 · 42 min

    Saving for retirement is one thing. Making the most of your workplace retirement plan is another. This week on Money Sense, Jamie Williams, CFP®, Wealth Advisor at Ellenbecker Investment Group, is joined by Jean Range, Senior Wealth…

  • De-Influencing in a "Swipe Now" Culture

    September 3, 2026 · 28 min

    In today’s digital world, shopping has never been easier. With targeted advertising, social media influencers, one-click purchasing, and endless sales promotions, it's easy to make purchases before we've had time to consider whether we…

  • Small Business Tips and Habits

    August 28, 2026 · 53 min

    Building a successful business takes more than passion and determination. Long-term growth requires financial clarity, strategic decision-making, and the ability to balance profitability with sustainability. For entrepreneurs…

  • Planning Extraordinary Travel

    August 24, 2026 · 38 min

    Travel is often one of the most rewarding goals people build into their financial plans. Whether it's exploring a bucket-list destination, creating lasting memories with children and grandchildren, or immersing yourself in a new culture…

  • Retirement Realities

    August 17, 2026 · 27 min

    Retirement is one of life's biggest transitions, and while financial preparation is essential, the emotional, social, and practical realities of retirement are just as important. From finding purpose and maintaining relationships to…

  • 7 Ways Grandparents Can Help Their Grandchildren Financially

    August 10, 2026 · 31 min

    Helping grandchildren financially is about much more than simply giving money. Thoughtful planning can create opportunities for education, encourage healthy financial habits, and establish a lasting family legacy that benefits future…

  • Q3 2026 Bond Market Update

    August 3, 2026 · 42 min

    Markets are constantly balancing optimism and uncertainty. While headlines often focus on volatility, long-term success comes from understanding the forces driving investment decisions and maintaining a disciplined strategy aligned with…

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About the show

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.