Your Money. Your Mission.

In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.

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.

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.

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.

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.

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.

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. 

When it comes to managing your financial future, finding the right advisor can make all the difference. In this episode of “Your Money. Your Mission.”, host Kelly Mould sits down with Evamarie Schoenborn, Executive Vice President of Wealth Management at Johnson Financial Group to discuss what to look for when choosing a financial advisor.  A trusted financial partner can help you navigate life's complexities and achieve your goals, whether you're planning for retirement, managing multi-generational wealth, or starting your investment journey. Tune in to discover how Johnson Financial Group empowers individuals and businesses at every stage of their financial journey, with a special focus on cultivating trust, community connections, and long-term impact.Submit a question on Your Money. Your Mission.

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.

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 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.

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.

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.

Navigating the complexities of early career finances can be difficult but can establish a solid foundation for long-term financial stability and growth. In this episode, we focus on empowering young professionals to achieve financial success. Guest, Melissa Olson, Head of Wealth Education at Johnson Financial Group, shares her knowledge on foundational financial principles, the importance of distinguishing between needs and wants, goal setting, and creating a balanced spending plan. She also highlights the significance of starting retirement savings early, even if it's just a small contribution, and the necessity of having an emergency fund. Melissa's insights on behavioral finance, the impact of good vs. bad debt, and the importance of open family conversations about money. Tune in for insightful advice to help young professionals navigate their financial journeys with confidence and clarity.Access more free financial literacy content by signing up for our exclusive young professionals campaign.Submit a question on Your Money. Your Mission.Click here to enter giveaway

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.Click here to enter giveaway

Overcoming adversity is a common theme for women throughout their careers. In this episode of  “Your Money. Your Mission.”, Kelly has a candid discussion with two remarkable women, Tamarra Coleman, Executive Director of the Shalom Center, and Karla Krehbiel, Regional President of Johnson Financial Group in the Southeast region. With a combined experience of 70 years advocating for women in business and life, they discuss challenges faced, support received, and strategies employed to navigate male-dominated industries. From owning their numbers to embracing authenticity, Tamarra and Karla emphasize the importance of mindset, continuous learning, and mentorship in achieving success. Their shared commitment to servant leadership, balanced with courage and adaptability, shines through as they empower the next generation of women leaders. They also stress the significance of financial literacy and empowerment, drawing from personal experiences to ensure a secure future for themselves and their families. Tamarra and Karla inspire listeners to embrace their potential, challenge norms, and chart their own paths to success.Submit a question on Your Money. Your Mission.Click here to enter giveaway Click here to enter giveaway

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.Click here to enter giveaway Click here to enter giveaway

Statistically, women feel less confident in investing compared to men. Therefore, many women avoid starting to save money at the same rates as men, even though surveys show that when women do invest, they actually outperform men. In this episode of “Your Money. Your Mission.” Kelly sits down with Merissa Slowik, a Wealth Advisor and Financial Planner at Johnson Financial Group, to discuss the pivotal role of financial literacy in empowering women. Merissa emphasizes the importance of confidence, comfortability, and curiosity in navigating financial decisions, encouraging women to break free from hesitations and take control of their financial futures. Addressing common concerns, Merissa provides actionable advice on budgeting, investing, and building emergency funds, stressing the significance of starting early and seeking reliable resources.This is a great episode for women looking to enhance their financial literacy and grow their financial independence!Submit a question on Your Money. Your Mission.Click here to enter giveaway

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.Click here to enter giveaway Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway

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.Click here to enter giveaway