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Artwork for Money Sense
Financial Planning
Market Volatility
AI Scams
Charitable Giving
Estate Planning
Financial Grooming
Social Security
Investing 101
Real Estate
Medicare
Artificial Intelligence
Deep Fakes
One Big Beautiful Bill Act
Phishing Attacks
529 Plans
Emergency Fund
Workplace Culture
Medicare Advantage Plans
Sextortion
Fraudulent Websites

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... more

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Artwork for Money Sense

Latest Episodes

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, Account... more

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 Chell... more

“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... more

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 sa... more

Key Facts

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Recent Guests

Dave Molenda
Founder of Positive Polarity, a coaching and training company
Positive Polarity
Episode: How To Create A Winning Culture in Your Business
Eric Fabian
Local estate and real estate attorney with expertise in financial planning
Hate and Fabian Law
Episode: Real Estate in Your Financial Plan
Crystal Wendelberger
Author of Mindful Gratitude, Practicing the Art of Appreciation
Episode: Finding Gratitude
Chris McGee
Chair of the College Savings Foundation
College Savings Foundation
Episode: The Rising Cost of College & The Appeal of Trades
Ben Revak
Director of Business Development and Senior Loan Officer at ProVisor
ProVisor
Episode: Transparent Mortgage Solutions
Jill Butterfield
Licensed psychotherapist with Soul Spot Medicine
Soul Spot Medicine
Episode: Empty Nesting: Redefining Roles and Relationships
Jim Larson
Local broker and Insurance Agent at Health Markets
Health Markets
Episode: Mastering Medicare
April DeValkaenare
CEO and Forensic Accountant for Fortress Forensic Investigators
Fortress Forensic Investigators
Episode: AI Scams
Kim Acheson
Insurance professional and part of the mother-daughter team from Robertson Ryan Insurance
Robertson Ryan Insurance
Episode: Insurance Through The Storms

Hosts

Karen Ellenbecker
Founder and Senior Wealth Advisor, Ellenbecker Investment Group
Kristina Schnuckel
Wealth Advisor and Director
Heather Deaton
Wealth Advisor

Reviews

5.0 out of 5 stars from 10 ratings
  • Incredible podcast!

    This podcast is so insightful and informative! Each episode teaches you something new and presents a fresh perspective of finance to move you forward in all of your financial goals!

    Apple Podcasts
    5
    maddie@podcastingyou
    United States5 years ago
  • Great Content!

    Wide range of interesting topics, discussed with knowledgeable guests, make this an entertaining and informative podcast!

    Apple Podcasts
    5
    Heather Bo
    United States5 years ago
  • Love This Podcast!

    So glad I found this podcast! Karen, Anne and Heather do such a good job covering a variety of topics. I would recommend this show to anyone!

    Apple Podcasts
    5
    megan.podcastingyou
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Highly informative with practical takeaways for financial planning and wealth building.
Guests bring credible expertise across finance, tax, and real estate.
Liked the mix of financial topics with personal development and family finance angles.

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Talking Points

Recent interactions between the hosts and their guests.

AI Scams
Q: What are some high-level examples of AI scams?
Criminals use AI to create fraudulent websites and deeply convincing phishing attacks to lure victims, including voice cloning and video deep fakes.
Mastering Medicare
Q: What happens if you want to switch from a Medicare Advantage Plan to a Supplement plan?
You have a 12-month trial period to switch back without medical underwriting; otherwise, underwriting is required.
Mastering Medicare
Q: How do you get compensated as an insurance broker?
We get paid commission only from the insurance carriers, with no impact on the consumer's costs.
The Wizard of Finance: Unmasking Market Myths
Q: What would you recommend for our listeners as they approach their own portfolios and the uncertainty in the market?
Diversification is key, and don't obsess over short-term market changes.
Transparent Mortgage Solutions
Q: What is the value add that a mortgage advisor can bring to the refinancing process?
A good mortgage advisor educates clients about costs associated with refinancing, ensuring there are no surprises at closing and helping navigate the specific financial considerations involved.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Money Sense

What is Money Sense about and what kind of topics does it cover?

The show centers on practical financial planning that blends money with lifestyle and values. Episodes routinely cover organizational culture within businesses, real estate in estate planning, gratitude and well-being, college funding, tax changes, Medicare, insurance, and market trends, often featuring guests who bring legal, tax, mortgage, or psychological perspectives to money decisions. A standout angle is translating complex topics (trusts, charitable giving, AI scams, year-end tax acts) into actionable steps for individuals and business owners, making it useful for listeners who want clarity, security, and a sense of purpose in their finances.

Noteworthy spikes include in-depth dives into estate planning and charitable giving under e... more

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Which podcasts are similar to Money Sense?

These podcasts share a similar audience with Money Sense:

1. Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

How many episodes of Money Sense are there?

Money Sense launched 7 years ago and published 390 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money Sense?

Recent guests on Money Sense include:

1. Dave Molenda
2. Eric Fabian
3. Crystal Wendelberger
4. Chris McGee
5. Ben Revak
6. Jill Butterfield
7. Jim Larson
8. April DeValkaenare

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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