As Americans carry over $1.27 trillion in credit card debt, understanding how credit works is essential. Ben Revak, senior loan advisor at ProVisor Inc., joins the conversation to break down credit scores, consumer debt and what prospective homebuyers should understand before buying a home.

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.

How do you raise kids who feel confident making money decisions? 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. 

Wealth advisors Jamie Williams and Tammy Niemann discuss how today’s mortgage environment, loan strategies, credit factors, and home equity decisions fit into long‑term financial planning, including more complex situations like second homes, construction, and renovations.

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. 

Take the mystery out of legacy planning, no matter your age or stage. Wealth advisor Jamie Williams and estate planning attorney Erick Fabyan break down the conversations, documents, and decisions families should consider before they matter.

Sandra Geisler, Director of Tax Planning at Ellenbecker Investment Group, shares how thoughtful tax decisions can strengthen your retirement, reduce surprises, and help your money work smarter for you.

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. 

Wondering how people are still finding homes in a market where nothing seems available? Karen Ellenbecker talks with Shorewest Realtor Beth Jaworski about the strategies that help buyers move forward, even when inventory is tight.

Wealth Advisor Jamie Williams and Dick Schiller of Pavlic Investment Advisors break down early‑2026 fixed income trends, from bond ladder structure to shifting yield and reinvestment dynamics.

What if retirement felt more like a graduation than an ending? Retirement transition expert Elizabeth Parsons shares why many achievers "fail" at traditional retirement and how to design a chapter filled with purpose.

Ready for more conversations from Ellenbecker Investment Group? Explore our other podcasts Milwaukee’s Philanthropic Community and The Wealth Seed to learn, grow, and stay connected to what matters most.