Your Money. Your Mission.
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.
Episodes
48 episodes
The Empty Nest: Tips for Identity, Financial Checkpoints and Your Next Chapter
In this episode, SVP Director of Consumer, Private and Small Business Banking, Al Araque sits down with
Intern Takeover: Money and Career Advice for College Students
In this episode, CEO Jim Popp turns the tables and hands the mic to three of Johnson Financial Group's summer interns, Joey Flaherty, Will Cardwell and Alyssa Ray...
How to Save for College: 529 Plans, Custodial Accounts and Trump Accounts Explained
College costs are rising faster than inflation, somewhere in the 5 to 6% range every year, and financial aid rules keep shifting, leaving many families unsure of where to even begin. In this episode,
The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter
In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and
The Great Wealth Transfer Part 1: The Importance of Preparing Now
In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and
How to Prepare for Divorce Part 2: Child Support and Dividing Assets
In part two of our two-part divorce series, former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, goes beyond the basics and into the questions...
How to Prepare for Divorce Part 1: Disclosure Statements and Marital Debt
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, former court commissioner and
How to Be a Competitive Buyer in 2026
Think buying a home right now is impossible? Think again. In this episode of Your Money. Your Mission., AVP Senior Community Mortgage Loan Officer, Sara Whitley...
Multigenerational Travel Planning: Building Your Family's Travel Legacy with Tom Karnes, LaMacchia Travel and Elliott Hogan, Hakuna MaTravels
In this episode, President and Owner of LaMacchia Travel Agency, Tom Karnes and Travel Agent from Hakuna MaTravels, Elliott Hogan explore the full lan...
100% Owner: How This Woman Founder Built a Legacy Company on Her Own Terms with Kristie Hall, True Grace
In this episode of Your Money. Your Mission., Founder, Owner and President of True Grace, Kristie Hall discusses what it really takes to build a mission-driven company from t...
AI and Finance: How to Leverage Technology While Protecting Your Wealth
Artificial intelligence is everywhere but what does it actually mean for your money? In this episode of Your Money. Your Mission, SVP Portfolio Manager, Eric B...
The “Singles Tax”: The Hidden Costs for Singles in Today’s Economy
In this episode, Wealth Portfolio Analyst, Claire Wordell and CIO, Dominic Ceci unpack t...
2026 Economic Outlook: Navigating What's Ahead
In this episode, Chief Investment Officer, Dominic Ceci breaks down what really mattered in 2025 and what investors should watch for in 2026. Learn how AI continues to d...
Inside the Current State of Wisconsin’s Economy
President of Metropolitan Milwaukee Association of Commerce (MMAC), Dale Kooyenga joins CEO and President, Jim Popp to discuss Wisconsin's economic transformation...
New Year Financial Planning: Key Strategies for 2026 Success
In this episode, 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...
Mindful Money: Building a Healthy Financial Mindset
Join AVP Branch Manager, Brittany Sparks as she discusses building a healthy financial mindset for young professionals. She explores topics like identifying financial priorities, navigating social pressures and creating a sustainable financial ...
Senior Care Essentials: Resources, Tips and Advice for Caregivers and Families
In this episode, Jennifer Eastman, Owner of Assisted Living Locators discusses 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, navi...
Enhancing Retirement Plan Outcomes: A Guide for Employers and Their Employees
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...
Sandwiched: How to Manage Caregiving, Parenting and Finances
In this episode, SVP Private Client Banking, Kathy Ciszewski focuses on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. She covers the financial, emotional and practica...
How I Can Afford a Comfortable Retirement
In this episode of Your Money, Your Mission., Jill Haupt, a retiree and former head of private banking at Johnson Financial Group shares her experiences and insights on planning for a comfortable retirement, including the importance of...
Love, Money and Marriage: Pre-Wedding Financial Tips
In this episode of Your Money. Your Mission., Private Banker Becky McClelland and Marketing Segment Manager and bride-to-be Summer Nicpon, emphasize the importance of open communication about financial goals and values before stepping ...
From Starter to Forever Home: How to Navigate Each Phase of Homeownership
In this episode of Your Money Your Mission, SVP of Mortgage Services, Loren Fellows, offers essential tips for navigating the different phases of homeownership. From first-time buyers, those considering a second home or planning to age...
Sell or Renovate: Unpacking Key Factors to Help You Decide
In this episode of Your Money, Your Mission, Michelle Van Engen, AVP Senior Mortgage Loan Officer, delves into the decision of whether
Women and Money: Wake-Up Calls for Financial Independence
In this episode, Nicole Farbo, VP Wealth Advisor explores 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 professio...
Social Security: What You Need to Know for Retirement
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., Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Finan...