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
45 episodes
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,
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., SVP Wealth Fiduciary Advisor and host, Kelly Mould, sits...
Multigenerational Travel Planning: Building Your Family's Travel Legacy with Tom Karnes, LaMacchia Travel and Elliott Hogan, Hakuna MaTravels
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
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., host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with
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, host and SVP Wealth Fiduciary Advi...
The “Singles Tax”: The Hidden Costs for Singles in Today’s Economy
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 financi...
2026 Economic Outlook: Navigating What's Ahead
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 mark...
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 driven by billions in corporate investments from Microsoft, Rockwell Automation a...
New Year Financial Planning: Key Strategies for 2026 Success
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 cove...
Mindful Money: Building a Healthy Financial Mindset
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 su...
Senior Care Essentials: Resources, Tips and Advice for Caregivers and Families
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 assessi...
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, 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, emo...
How I Can Afford a Comfortable Retirement
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 retir...
Financial Tips for Young Families: Navigating the First Year and Beyond
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 f...
Love, Money and Marriage: Pre-Wedding Financial Tips
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 o...
From Starter to Forever Home: How to Navigate Each Phase of Homeownership
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 hom...
Sell or Renovate: Unpacking Key Factors to Help You Decide
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
Retirement Readiness: Building Financial Freedom
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...
Women and Money: Wake-Up Calls for Financial Independence
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 ...
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.”, host Kelly Mould dives into Social Security's history, inner workings, and strategies with guests ...
2025 Economic Update: What You Need to Know
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 Wisc...
Family Estrangement: How to Navigate Financial Implications and Find Peace
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 financia...
Fraud Unmasked: Navigating Scams, Hacks, and Financial Security
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 p...