 |
Money SenseAuthor: Ellenbecker Investment Group
Money Sense is your trusted guide to building true wealthbeyond 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 youre 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 sensefor your life and your legacy. Language: en Genres: Business, Government Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
EIG Behind the Scenes: What Makes Our Approach Unique
Thursday, 17 September, 2026
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 the first installment of a new Money Sense series, Behind the Scenes at EIG, Brett Engelking, Director of Systems, Operations and Investments at Ellenbecker Investment Group, is joined by Christina Schnuckel, Wealth Advisor and Director of Client Experience. Together, they pull back the curtain on the EIG client experience, from determining whether a client and advisor are the right fit to developing a holistic financial plan before investment recommendations are made. The conversation explores EIG's planning process, team-based approach, estate and tax planning, and investment philosophy. Brett and Christina also discuss the importance of diversification, risk management, transparent fees and building an investment strategy designed for both strong and challenging markets. Along the way, they share some of the "aha moments" clients experience when they begin to see how investments, taxes, estate planning and other financial decisions work together as part of a bigger picture. Episode Highlights: 0:30 | Introducing Behind the Scenes at EIG, a new Money Sense series exploring the people, processes and philosophy behind Ellenbecker Investment Group 1:24 | What makes someone an ideal EIG client and why the right fit is about more than investable assets 2:41 | Why financial planning isn't only for people who already have significant wealth 3:15 | The Wealth Seed and helping people build a strong financial foundation at the beginning of their financial journey 4:10 | Why emergency savings, estate planning and financial protection come before investing 6:15 | What prospective clients can expect from EIG's multi-meeting financial planning process 6:48 | Why understanding a client's full financial picture is essential to making recommendations in their best interest 7:13 | The discovery meeting and the questions that help shape an individualized financial plan 8:34 | Why EIG builds the financial plan before focusing on investment management 9:36 | Estate planning as a foundational part of a comprehensive financial plan 11:23 | EIG's team approach and the roles of wealth advisors, advisor associates and operations associates 12:57 | Creating continuity so clients don't have to tell their financial story over and over again 14:39 | Shifting behind the scenes to EIG's approach to investing 15:02 | What diversification really means and why owning different stocks doesn't necessarily mean you're diversified 16:59 | Diversification as a core component of EIG's investment philosophy 17:13 | The risk of choosing investments based primarily on past performance 17:57 | Why investors may unknowingly own more of the same companies they already hold through mutual funds 18:42 | Chasing market performance and the danger of moving toward the latest "hot" investment 19:57 | How investment models help create diversified portfolios based on risk and return objectives 20:29 | Balancing the desire for growth with protection during down markets 22:11 | EIG's five pillars of investment philosophy: high-quality dividend-paying stocks, diversification, efficient and transparent fees, income protection and tax planning 23:46 | How newer in...
