Your Money. Your Mission.

The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter

Thu, 09 Jul 2026 04:00:00 -0500

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the underserved role of women as wealth inheritors. The overarching message: A successful wealth transfer is built on communication, preparation and a team of advocates — not just the paperwork.

In this episode:

00:00 – 07:22: Intro and Bridging the “Why” to “How”
07:23 – 13:10: Busting Estate Planning Myths
13:11 – 21:59: Estate Tax Exemptions, Attorneys and Probate
22:00 – 31:18: Types of Trust Structures
31:19 – 36:42: Navigating Gifting and Gifting Limits
36:43 – 40:01: Preparing Children for Wealth
40:02 – 45:04: The Great Wealth Transfer’s Impact on Women
45:05 – 50:24: Building Your Advisory Team

Additional resources:

The Great Wealth Transfer Part 1: The Importance of Preparing Now

Mon, 15 Jun 2026 04:00:00 -0500

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them.

In this episode:

00:00 – 03:45: What is the Great Wealth Transfer?
03:46 – 07:45: Transferring Values Between Generations
07:46 – 11:05: Defining Wealth and Your Impact
11:06 – 20:21: Bridging Communication Gaps with Family Meetings
20:22 – 27:42: The Benefits of Family Meetings
27:43 – 30:30: Navigating In-Laws and Blended Families in Conversations
30:31 – 36:03: How to Start the Conversation and Final Tips

Additional resources:

How to Prepare for Divorce Part 2: Child Support and Dividing Assets

Thu, 28 May 2026 04:00:00 -0500

In part two of our two-part divorce series, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, to go beyond the basics and into the questions that actually keep people up at night: What happens to the family home? How do we divide the 401(k)? What counts as income when calculating child support? And what on earth do we do with cryptocurrency?

Whether you're navigating a divorce yourself or know someone who is, this episode is packed with the specifics that matter most because in family law, the details are everything.

Missed part one? Tune in to our previous episode to understand what documents to gather before filing, navigating legal representation and the critical role of the Financial Disclosure Statement.

In this episode:

00:00 – 05:46: Debunking Common Divorce Myths
05:47 – 08:08: How to Decide on the Family Home
08:09 – 18:56: The Ins and Outs of Child Support
18:57 – 22:43: Financial Infidelity and Hidden Assets
22:44 – 28:37: Complex Situations: Crypto and Business Valuations
28:38 – 33:36: Inheritance and Retirement Accounts
33:37 – 42:32: Your Financial Life After Divorce
42:33 – 46:11: Final Tips and Closing

Additional resources:

How to Prepare for Divorce Part 1: Disclosure Statements and Marital Debt

Thu, 14 May 2026 04:00:00 -0500

Divorce is one of the most emotionally and financially complex transitions a person can face and walking into it unprepared can cost far more than anticipated. In part one of this two-part series, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, to break down the financial side of divorce.

We cover what documents to gather before filing, how to navigate legal representation (and why that "bulldog" attorney might not be your best bet), the critical role of the Financial Disclosure Statement, how marital debt works in Wisconsin and why the decisions made in a divorce are — in most cases — permanent. Whether contemplating divorce or in the thick of it, this episode delivers courtroom-tested guidance into actionable next steps.

Stay tuned for part two which will cover cryptocurrency, marital waste, the family home and common divorce myths!

In this episode:

00:00 – 03:57: Intro and Documents to Gather Before Filing
03:58– 10:55: The Importance of Legal Representation
10:56– 20:34: Financial Disclosure Statements and Marital Debt
20:35 – 24:30: Professional Guidance After the Divorce
24:31 – 26:52: Final Tips and Preview of Navigating Divorce Part 2

Additional resources:

How to Be a Competitive Buyer in 2026

Fri, 01 May 2026 04:00:00 -0500

Think buying a home right now is impossible? Think again. In this episode of Your Money. Your Mission., SVP Wealth Fiduciary Advisor and host, Kelly Mould, sits down with AVP Senior Community Mortgage Loan Officer, Sara Whitley and VP Mortgage Field Manager, Tony Petrie to cut through the noise and give you the real story about today's housing market. Whether you're a first-time buyer intimidated by the process or a seasoned homeowner ready to make your next move, this conversation is packed with practical advice you can actually use. We're busting myths (like that 20% down payment requirement), explaining why current interest rates are completely normal and sharing insider strategies for winning in a competitive market without breaking the bank.

In this episode:

00:00 – 05:14: Intro and Current Market Reality
05:15 – 10:40: Getting Started Right
10:41 – 23:30: Understanding the Numbers
23:31 – 30:45: Winning in a Competitive Market
30:46 – 38:35: Avoiding Common Pitfalls
38:36 – 40:35: Words of Encourage for Today’s Buyers

Additional resources:

Multigenerational Travel Planning: Building Your Family's Travel Legacy with Tom Karnes, LaMacchia Travel and Elliott Hogan, Hakuna MaTravels

Thu, 16 Apr 2026 04:00:00 -0500

In this episode, Host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with President and Owner of LaMacchia Travel Agency, Tom Karnes and Travel Agent from Hakuna MaTravels, Elliott Hogan to explore the full landscape of planning meaningful multigenerational family trips — from managing budgets for large groups to navigating modern safety concerns like social media risks and currency exchange traps. You'll discover why the most successful family vacations actually involve less planning, not more, and how travel creates unique opportunities to teach kids about gratitude and paying it forward. Whether you're planning your first trip or looking to improve an existing tradition, this conversation offers practical strategies for creating memories that last a lifetime.

In this episode:

00:00 – 07:35: Financial Planning and Budgeting
07:36 – 09:49: International Currency and Money Tips
09:50 – 17:11: Safety for Different Generations
17:12 – 22:55: Building Traditions and Creating Memories
22:56 – 26:51: Creating Annual Traditions and Final Tips

Additional resources:

4 Essential Financial Tips for Traveling Abroad

100% Owner: How This Woman Founder Built a Legacy Company on Her Own Terms with Kristie Hall, True Grace

Thu, 26 Mar 2026 06:00:00 -0500

In this episode of Your Money. Your Mission., host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with Founder, Owner and President of True Grace, Kristie Hall, to explore what it really takes to build a mission-driven company from the ground up. Kristie breaks down the importance of staying true to your mission and values and why maintaining 100% woman-owned status has become a cornerstone of True Grace’s identity. You’ll hear how Kristie differentiates her brand in one of the most saturated markets, the power of ownership vs. acquisition and her advice for women who are considering stepping into entrepreneurship but feel held back by fear.

In this episode:

00:00 – 04:22: Kristie’s Journey to True Grace
04:23 – 07:24: Breaking into a Saturated Market
07:25 – 08:42: Choosing Ownership vs. Acquisition
08:43 – 12:20: Family Legacy and Becoming a Woman-Owned Business
12:21 – 18:20: Sustainability and Regenerative Agriculture
18:21 – 20:30: Wellness and Balance for Business Owners
20:31 – 22:51: Advice for Aspiring Entrepreneurs and Closing

Additional resources:

AI and Finance: How to Leverage Technology While Protecting Your Wealth

Wed, 11 Mar 2026 04:00:00 -0500

Artificial intelligence is everywhere but what does it actually mean for your money? In this episode of Your Money. Your Mission, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Portfolio Manager, Eric Bernal and SVP Chief Information Security Officer, Mark Ward to explore the real-world impact of AI on your finances, from robo-advisors managing your portfolio to deepfake scams threatening your security. You'll discover practical strategies anyone can use today: Why password managers are your secret weapon, how to best use AI and why working with a human advisor is more important than ever.

The “Singles Tax”: The Hidden Costs for Singles in Today’s Economy

Thu, 12 Feb 2026 05:00:00 -0600

In this episode, host Kelly Mould sits down with Wealth Portfolio Analyst, Claire Wordell and CIO, Dominic Ceci to unpack the real financial challenges singles face and more importantly, the proven strategies to build wealth and achieve financial freedom. Whether you're a young professional starting your career or someone recently navigating solo finances, this conversation provides insights and actionable strategies to build wealth, achieve financial independence and thrive on a single income.

Additional resources:

2026 Economic Outlook: Navigating What's Ahead

Tue, 27 Jan 2026 05:00:00 -0600

In this episode, SVP Wealth Fiduciary Advisor and podcast host, Kelly Mould and Chief Investment Officer, Dominic Ceci, break down what really mattered in 2025 and what investors should watch for in 2026. Learn how AI continues to dominate market narratives, insights into navigating policy-driven economic growth and the critical questions every investor should be asking about their financial plan. Whether you're planning for retirement or growing your portfolio, this episode will help you position yourself for success this year and beyond.

Submit a question on Your Money. Your Mission.

Inside the Current State of Wisconsin’s Economy

Tue, 13 Jan 2026 06:00:00 -0600

President of Metropolitan Milwaukee Association of Commerce (MMAC), Dale Kooyenga joins CEO and President, Jim Popp to discuss Wisconsin's economic transformation driven by billions in corporate investments from Microsoft, Rockwell Automation and other global leaders. Dale and Jim dive into how Wisconsin's tax-free manufacturing policy and strategic focus on talent, growth and livability are making metro Milwaukee globally competitive. Their conversation also tackles data center economics, infrastructure sustainability and a new federal education tax credit poised to become a major national policy.

Submit a question on Your Money. Your Mission.

New Year Financial Planning: Key Strategies for 2026 Success

Tue, 16 Dec 2025 08:00:00 -0600

In this episode, guest host and CIO, Dominic Ceci, SVP Private Client Banking, Luke Kasten and SVP Portfolio Manager, Eric Bernal discuss the essential steps for reviewing and optimizing your financial strategies as a new year begins. They cover how to assess your finances, manage cash flow and debt, maximize retirement contributions, tax planning and ensure you have adequate insurance coverage. This episode emphasizes the importance of an intentional financial plan to align with your personal goals, navigate market conditions and build a secure future.

Submit a question on Your Money. Your Mission.

Mindful Money: Building a Healthy Financial Mindset

Mon, 17 Nov 2025 05:00:00 -0600

Join host Kelly Mould and AVP Branch Manager, Brittany Sparks as they discuss building a healthy financial mindset for young professionals. They explore topics like identifying financial priorities, navigating social pressures and creating a sustainable financial future. Tune in for practical advice on developing a mindful approach to money management and achieving long-term financial stability.

Submit a question on Your Money. Your Mission.

Senior Care Essentials: Resources, Tips and Advice for Caregivers and Families

Mon, 03 Nov 2025 06:00:00 -0600

In this episode, Jennifer Eastman, Owner of Assisted Living Locators and host Kelly Mould discuss the growing demand for senior care services, expected to increase by 40% in Wisconsin over the next decade. Jennifer shares her insight on assessing care needs, navigating the financial aspects of care and starting the conversation with your loved ones. This episode provides valuable guidance for families facing complex decisions about caring for their aging relatives.

Submit a question on Your Money. Your Mission.

Enhancing Retirement Plan Outcomes: A Guide for Employers and Their Employees

Mon, 20 Oct 2025 05:00:00 -0500

In this episode of Your Money. Your Mission., SVP Director Retirement Plan Services, Bret Almstedt and Wealth Education Coordinator, Retirement Plan Services, Sam Kolb discuss the crucial role employer-sponsored retirement plans play in helping employees achieve their retirement goals. The episode highlighted the importance of retirement plans, education and engagement, plan review and optimization, maximizing employee benefits and plan design and fiduciary responsibilities. By understanding these factors and implementing effective strategies, employers can significantly improve their workforce's retirement readiness, while employees can maximize their retirement savings by taking advantage of employer-matching contributions and starting to save early.

Submit a question on Your Money. Your Mission.

Sandwiched: How to Manage Caregiving, Parenting and Finances

Mon, 22 Sep 2025 07:00:00 -0500

In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their finances and healthcare as well as modeling the behavior they want their children to adopt when they become caregivers. The conversation also touches on the need for the sandwich generation to prioritize their own well-being while being stretched in many directions.

Submit a question on Your Money. Your Mission.

How I Can Afford a Comfortable Retirement

Tue, 26 Aug 2025 07:00:00 -0500

In this episode of Your Money, Your Mission., host Kelly Mould interviews Jill Haupt, a retiree and former head of private banking at Johnson Financial Group. Jill shares her experiences and insights on planning for a comfortable retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering healthcare costs. She also discusses the value of downsizing, tax-deferred investing and maintaining physical and mental health in retirement. By sharing her story, Jill provides practical strategies for achieving a secure and fulfilling retirement.

Submit a question on Your Money. Your Mission.

Financial Tips for Young Families: Navigating the First Year and Beyond

Wed, 13 Aug 2025 06:00:00 -0500

Join host Kelly Mould as she discusses financial planning for new parents with VP Wealth Portfolio Analyst Manager Kelsey Ellsworth and SVP Wealth Advisor Greg King. Kelsey, a new mom to twin baby girls, shares her firsthand experience on the financial challenges and opportunities that come with parenthood. Greg, an expectant parent, discusses preparations for his upcoming new chapter and the financial responsibilities that come with it.

Check out our new parent checklist to make sure you’re well prepared for when your baby arrives.

Submit a question on Your Money. Your Mission.

Love, Money and Marriage: Pre-Wedding Financial Tips

Wed, 30 Jul 2025 09:00:00 -0500

In this episode of Your Money. Your Mission., host Kelly Mould discusses financial planning with marriage with Private Banker Becky McClelland and Marketing Segment Manager and bride-to-be Summer Nicpon, emphasizing the importance of open communication about financial goals and values. The conversation covers key topics such as creating a plan to manage debt, considering premarital agreements and establishing regular financial check-ins. Tune in to hear advice for couples so they can build a strong foundation for a successful marriage.

Submit a question on Your Money. Your Mission.

From Starter to Forever Home: How to Navigate Each Phase of Homeownership

Mon, 14 Jul 2025 07:00:00 -0500

In this episode of Your Money Your Mission, host Kelly Mould and SVP of Mortgage Services, Loren Fellows, offer essential tips for navigating the different phases of homeownership. From first-time buyers, those considering a second home or planning to age in place, the discussion covers key financial and lifestyle considerations and actionable advice to ensure both financial well-being and a home that supports your long-term goals. This episode is a must-listen for anyone looking to navigate homeownership with confidence and clarity no matter what stage they’re in.

Submit a question on Your Money. Your Mission.

Sell or Renovate: Unpacking Key Factors to Help You Decide

Fri, 09 May 2025 05:00:00 -0500

In this episode of Your Money, Your Mission, Kelly Mould and Michelle Van Engen, AVP Senior Mortgage Loan Officer, delve into the decision of whether to renovate your current home or move to a new one. They cover the financial, emotional and practical considerations involved, drawing from real-life experiences and expert advice. Whether you're facing a growing family, planning for retirement or simply seeking a change, this episode offers actionable insights to help you make the best choice for you and your family.

Submit a question on Your Money. Your Mission.

Retirement Readiness: Building Financial Freedom

Thu, 24 Apr 2025 08:00:00 -0500

Planning for retirement can feel overwhelming, but it doesn’t have to be. In this episode of Your Money. Your Mission., host Kelly Mould joins Greg King, VP Wealth Advisor, to break down the essential steps to becoming retirement ready. Greg offers valuable insights into the what, why, when and how of retirement planning. Whether you’re just starting your career or approaching retirement, this episode provides actionable advice to help you navigate each step with confidence. For more tips, please download our Retirement Readiness guide to learn how to make informed, forward-focused decisions to ensure a smooth transition into retirement.

Submit a question on Your Money. Your Mission.

Women and Money: Wake-Up Calls for Financial Independence

Tue, 18 Mar 2025 09:00:00 -0500

In this episode, Nicole Farbo, VP Wealth Advisor, joins host Kelly Mould to explore the financial wake-up calls many women face throughout their lives and shares valuable tips to help them achieve financial independence. She provides practical advice for young professional women, emphasizing the importance of credit scores and personal financial plans. Nicole also highlights the significance of purchasing choices and the necessity of an emergency fund. Whether you're just starting your career or looking to enhance your financial literacy, this episode is packed with key takeaways to help women take control of their financial futures.

Submit a question on Your Money. Your Mission.

Social Security: What You Need to Know for Retirement

Mon, 03 Feb 2025 10:00:00 -0600

Social Security is a critical part of retirement planning, but it's just one piece of the puzzle. In this episode of “Your Money. Your Mission.”, host Kelly Mould dives into Social Security's history, inner workings, and strategies with guests Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Financial Advisors, and Marcia Banike, Vice President of Private Banking at Johnson Financial Group. They explore eligibility, spousal benefits, taxation, and how to align Social Security with other income sources like 401(k)s and pensions. With insights on when to start claiming benefits, how to navigate retirement's financial complexities, and the importance of ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes.

Submit a question on Your Money. Your Mission.

2025 Economic Update: What You Need to Know

Mon, 13 Jan 2025 10:00:00 -0600

In this episode, we dive into the economic outlook for 2025 with guests Dale Kooyenga, President of the Milwaukee Metropolitan Association of Commerce, and Dominic Ceci, Chief Investment Officer at Johnson Financial Group. From the rise of Wisconsin’s Southeast Corridor as a hub for manufacturing and tech convergence to challenges like labor shortages, housing, and infrastructure, we unpack the trends shaping Wisconsin's economy. Discover why the Midwest is becoming a magnet for investment, explore the critical role of immigration reform, and hear about consumer confidence and key industries poised for growth in the year ahead.

Family Estrangement: How to Navigate Financial Implications and Find Peace

Wed, 18 Dec 2024 15:00:00 -0600

In this episode of “Your Money. Your Mission.”, host Kelly Mould dives into the complex topic of family estrangement with Andy Patch, a seasoned counselor and child custody evaluator and divorce mediator. They explore the emotional and financial ripple effects of estranged relationships, the impact of divorce, and how multigenerational dynamics shape family conflicts. From navigating shame and grief to building bridges for reconciliation, this conversation offers practical advice for families working to heal fractured bonds while maintaining clarity in estate and legacy planning.

Fraud Unmasked: Navigating Scams, Hacks, and Financial Security

Wed, 13 Nov 2024 06:00:00 -0600

Safeguarding yourself from fraud is now a crucial aspect of financial security. In this episode of “Your Money. Your Mission.”, we tackle the ever-evolving threat of fraud with Todd Shaffer, Chief Risk Officer at Johnson Financial Group. From phishing emails and smishing texts to complex scams like pig butchering, Todd unpacks the tactics used by fraudsters targeting industries and individuals alike. He highlights the critical importance of skepticism, vigilance, and proactive security measures such as multi-factor authentication and strong passwords. Tune in for essential advice on how to protect yourself and your finances in a world where scams are becoming increasingly common and sophisticated.

Submit a question on Your Money. Your Mission.

Mastering Growth in Business

Thu, 24 Oct 2024 12:00:00 -0500

Looking to grow and sustain your business? In this episode of "Your Money. Your Mission.", we are joined by Matt Haas, Senior Vice President and Business Banking Manager, to discuss strategies for mastering growth in business. They explore essential steps for positioning a company for expansion, including the importance of a solid business plan, assembling internal and external expert teams, and leveraging the right financial solutions. Matt shares insights on overcoming common growth challenges such as cash flow management, underestimating costs, and fraud protection, offering actionable advice to help business owners drive sustainable growth while maintaining a strong company culture.

Submit a question on Your Money. Your Mission.

How to Raise Financially Savvy Children

Thu, 26 Sep 2024 10:00:00 -0500

How can you equip your children with the financial skills they need for a successful future? In this episode of “Your Money. Your Mission.”, we explore how to raise financially savvy children with insights from Julie Granger, president of Junior Achievement of Wisconsin, and Brenda Campbell, CEO of Secure Futures. They cover the importance of introducing financial literacy from an early age, starting with simple concepts like budgeting and saving, and evolving to more complex topics such as entrepreneurship and career readiness. Julie and Brenda emphasize the power of modeling good financial habits, the growing trend of student entrepreneurship, and the value of educational programs. Their advice to parents: start early, keep conversations open, and normalize financial discussions to build lifelong money skills.

Submit a question on Your Money. Your Mission.

Wealth and Wellness: The Intersection of Finances and Lifestyle

Fri, 13 Sep 2024 13:00:00 -0500

The crucial link between wealth and wellness is frequently overlooked, yet it plays a significant role in shaping our overall quality of life. In this episode of “Your Money. Your Mission.”, Kelly speaks with financial advisor Pam Stubler and wellness coach Bri Stubler to discuss the deep connection between financial health and overall well-being. Financial health directly impacts mental and physical well-being, and vice versa, making it crucial to approach these aspects holistically. Financial stress can manifest in physical ailments, while a lack of physical health can impair one's ability to make sound financial decisions. Both Pam and Bri emphasize the importance of individualized, actionable plans tailored to each person's unique situation, helping them prioritize goals, reduce stress, and achieve a balanced lifestyle.

Submit a question on Your Money. Your Mission.

Unlocking Talent: Secrets for Attracting and Keeping Top Performers

Wed, 24 Jul 2024 12:00:00 -0500

Attracting and retaining top employees requires a holistic approach that aligns with the evolving expectations of modern job seekers, who prioritize work-life balance and personal development as much as competitive compensation. In this episode, host Kelly Mould is joined by Denise Domian, Chief Human Resources Officer at Johnson Financial Group, to provide insights on effective strategies for attracting and retaining top talent. Modern job seekers, influenced by factors like social media and the pandemic, seek employers who support a balanced life, offer wellness benefits, and demonstrate a commitment to community and diversity. Implementing strategies such as stay interviews, transparent pay practices, and active participation in the community can help organizations build a loyal and motivated workforce. Whether you're an employer or job seeker, this episode is packed with valuable advice for navigating today’s dynamic job market.

Submit a question on Your Money. Your Mission.

Starting Over After 50: The Realities of Gray Divorce

Mon, 17 Jun 2024 06:00:00 -0500

Divorce is never easy, and it becomes even more complex when it involves long-term marriages. This phenomenon, often referred to as "gray divorce," is increasingly common as more couples over the age of 50 decide to part ways. In this episode of “Your Money. Your Mission.”, host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group, to provide insights about the challenges of “gray divorce”. Anisa offers practical advice on choosing the right legal representation, involving financial experts, and maintaining family relationships post-divorce. She emphasizes the importance of equitable asset division, accurate financial disclosure, and the role of prenuptial agreements in future marriages. Tune in for practical tips on navigating these complex situations while preserving family relationships.

Submit a question on Your Money. Your Mission.

Women in Business: Navigating Challenges and Leading with Purpose

Mon, 20 May 2024 07:00:00 -0500

In this episode of Your Money. Your Mission., host Kelly Mould welcomes Tamarra Coleman, CEO of Racine Family YMCA, and Karla Krehbiel, SVP Regional President of Johnson Financial Group, who share their extensive 70 years of combined experience in navigating the challenges of male-dominated industries. They discuss the power of authenticity, the importance of diverse mentorship and the critical role of financial independence, offering invaluable advice for young professional women on how to lead with purpose and resilience.

From Blueprint to Reality: The Construction Financing Process

Sun, 07 Apr 2024 10:00:00 -0500

Are you interested in learning more about building your dream home and all that it entails? On this episode, host Kelly Mould is joined by Loren Fellows, Vice President and Construction Financing Specialist, and Zach Knutson, Managing Partner of Next Generation, a leading builder and general contractor. They delve into the differences between building a new home and buying an existing one, discussing the nuances of customization, energy efficiency, and the evolving landscape of home buying. Tune in to uncover the key considerations, risks, and options available to those ready to embark on the journey of building their dream home. Whether you're a seasoned homeowner or a first-time buyer, this episode will provide you with valuable insights to navigate the construction financing process with confidence.

Submit a question on Your Money. Your Mission.

Happily Ever After (or Not): Legal and Financial Realities of Love and Relationships

Tue, 13 Feb 2024 19:00:00 -0600

In marriage, things don't always go as planned. Amidst the vows and promises lies a complex financial landscape that can profoundly impact the course of a relationship. In this episode of "Your Money. Your Mission," we cover all aspects of finances related to marriage – from prenuptial agreements to navigating divorce, exploring what makes couples successful and where things can go wrong. Additionally, we share some unbelievable stories. Joining us in this episode is Attorney Susan Hansen, a seasoned expert in collaborative divorce and mediation from the firm Hansen & Hildebrand.

Submit a question on Your Money. Your Mission.

2024 Economic Insights: Perspectives from our New CIO

Tue, 30 Jan 2024 17:00:00 -0600

What's on tap for 2024? How do you navigate the potentially volatile financial markets during an election year? Those are the two main topics we cover in this episode of "Your Money, Your Mission." Host Kelly is joined by Johnson Financial Group CEO Jim Popp and newly appointed CIO, Dominic CeCi. In this episode, you'll get an introduction to Dominic, learn more about what's to come on the podcast in 2024, and take a look at what you can expect in the market. Additionally, we'll discuss how to handle an election season and offer more advice on achieving your long-term financial goals.

Look out for more episodes in 2024 including episodes covering financial considerations for marriage and highlighting women’s roles in finance and business during Women’s History Month in March.

Submit a question on Your Money. Your Mission.

CEO Jim Popp takes the Mic: Exploring Your Finances through the Ages, Plus a 2024 Outlook

Fri, 15 Dec 2023 08:00:00 -0600

Welcome to a special episode of the "Your Money. Your Mission." podcast, where our CEO, Jim Popp, joins host Kelly Mould to reflect on 2023 and share insights into what lies ahead in 2024. From the podcast's success to economic volatility and generational shifts, Jim and Kelly discuss the surprises of the past year. They also preview what is to come on YMYM in 2024, as well as the financial market expectations for the year ahead.

Submit a question on Your Money. Your Mission.

Portfolio Management 101: What You Need to Know for Long Term Financial Growth

Thu, 16 Nov 2023 08:00:00 -0600

Wondering how to build a strong foundation for financial success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group, to shed light on some key insights to help new investors navigate the complex financial landscape. This episode dives into the difference between bull and bear markets, how investors should focus on their emotional state to make smart long term decisions, the difference between equities and fixed income, active vs passive investing strategies, and more! Tune in to mitigate financial risk and build a strong foundation for the future.

Submit a question on Your Money. Your Mission.

Legacy Planning: Creating a Positive Impact for Loved Ones

Tue, 24 Oct 2023 21:00:00 -0500

How do you leave a lasting legacy and set your family up for future success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Joe Maier, an attorney and Wealth Strategy Director at Johnson Financial Group, to help guide you through the importance of legacy planning. They explore the pivotal difference between estate planning and legacy planning. Listeners will learn the pitfalls to avoid, including how to communicate with family members, the importance of the right estate planning documents, and separating asset ownership from decision-making. This episode provides the guidance you need for securing your family's financial future while leaving a meaningful legacy.

Submit a question on Your Money. Your Mission.

Home Sweet Home: Navigating Today's Housing Market

Thu, 12 Oct 2023 10:00:00 -0500

Wondering how to navigate today’s housing market when it comes to buying your first home, next home or the potential benefits of investing in rental properties? In this episode we help answer your questions on the housing market with Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, bringing over two decades of expertise to the table. In a housing market with rising prices, low inventory, and increasing interest rates, Loren provides valuable insights on how to navigate the current landscape and still purchase your home/rental property. She emphasizes the importance of preparation, patience, working with a buyer's agent, and obtaining a fully underwritten pre-approval letter to enhance your competitiveness as a buyer. In addition, Loren discusses the option of building a new home if you can't find what you're looking for in the current market, offering valuable advice on the construction loan process. Finally, she delves into the world of investment properties, sharing tips on financing, occupancy, and building a solid real estate portfolio. Tune in to get the guidance you need to make informed decisions in today's housing market.

Submit a question on Your Money. Your Mission.

Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times

Thu, 21 Sep 2023 13:00:00 -0500

Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.

Submit a question on Your Money. Your Mission.

Demystifying Private Banking: What You Need to Know

Wed, 23 Aug 2023 21:00:00 -0500

What is private banking and is it right for you? How does it exactly work and what are the benefits? In this episode of “Your Money. Your Mission.”, Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service. Jackie highlights that private banking offers a single point of contact for clients, aligning short-term needs with long-term financial goals. They discuss the value of having experts on the team to provide actionable advice and customized solutions, whether it's for business owners, professionals, or those seeking assistance with various financial decisions like home purchases, credit management, and wealth growth. Tune in to learn more about the ins and outs of Private Banking and if it is a good fit for you!

Submit a question on Your Money. Your Mission.

Navigating Behavioral Investing: The Key to Financial Success

Thu, 03 Aug 2023 14:00:00 -0500

Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of “Your Money. Your Mission.”, Kelly speaks with Joe Maier, Director of Wealth Strategy at Johnson Financial Group, to tackle the challenges of investing during turbulent market conditions. Joe highlights the three critical components of financial success: investment performance, tax minimization, and behavior. Surprisingly, behavior plays a more significant role in economic success than investment performance, which is often overemphasized by the media. Joe explains how human emotions and biases impact financial decisions and recommends a financial advisor who combines the roles of a biographer, analyst, and coach to navigate these emotions and develop a strategy focused on individual motivations and goals. The episode emphasizes the importance of understanding the role of emotions in financial decision-making and seeking professional advice to overcome emotional biases and achieve financial success.

Submit a question on Your Money. Your Mission.

How to Avoid Financial Fraud in 2023

Thu, 15 Jun 2023 09:00:00 -0500

Are you concerned about receiving unknown calls and texts related to paying bills, despite paying your bills on time? In this episode, Kelly speaks with Anisa Dunn, Senior Vice President of Private Banking for Johnson Financial Group, about how to protect yourself from financial scams and fraud. With increasing fraudsters’ tactics to scam people, it's important to have a healthy dose of skepticism and caution when dealing with finances online. Anisa shares some practical tips to help prevent you from becoming a victim of financial fraud, including using longer passphrases, verifying messages with service providers, pulling annual credit reports, using credit cards instead of debit cards for online purchases, and being vigilant of suspicious messages.

Submit a question on Your Money. Your Mission.

Get Out of Debt: How Busy Professionals Can Achieve Financial Freedom

Thu, 15 Jun 2023 09:00:00 -0500

As a former student that's not ready to sacrifice your quality of life, it can be difficult to make an impact on your student debt--even if you're a high earner. In this episode, Attorney Jillian Scheidegger joins us to break down her financial situation and how she was able to pay off her “mountain of debt” in only five years–all without going on an extremely strict budget. She is now debt free, approaching her mid-30s, and feels “light as a feather”--slightly better than still paying off the student loan debt in her 50s.

Submit a question on Your Money. Your Mission.

5 Money Mistakes to Avoid as a Young Professional

Thu, 15 Jun 2023 09:00:00 -0500

What do you need to avoid to set yourself up for a successful financial future? On this episode of Your Money. Your Mission., Tim Kiesling takes a listener question and breaks down the common mistakes you should avoid and how to set yourself up for success. We dive into how to create a strong financial plan, the team you need to surround yourself with, what programs you should take advantage of, and how to mitigate risk and manage debt. Follow these steps, and you’ll be on the right path to maximizing your financial future.

Submit a question on Your Money. Your Mission.

Welcome to Your Money. Your Mission.

Thu, 08 Jun 2023 11:00:00 -0500

Why are we launching a podcast? Ultimately to better serve you. With people spending more and more time consuming content through podcasts, videos, and social media, this will be a great outlet to dive into the financial topics you want to learn more about and provide expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first episode.
In each episode, we take a call from a listener and bring in a subject-matter expert to break down the situation and provide actionable advice.

Submit a question on Your Money. Your Mission.