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
33 episodes
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...
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37:36
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...
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40:46
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...
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35:41
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...
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27:35
The Great Wealth Transfer Is Coming: Are You Ready?
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 ...
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29:27
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
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13:29
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...
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39:40
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 ...
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Episode 30
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24:41
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 ...
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Episode 28
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23:50
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...
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Episode 27
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23:23
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...
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Episode 26
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22:20
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...
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Episode 24
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28:39
Mastering Growth in Business
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 esse...
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Episode 23
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21:03
How to Raise Financially Savvy Children
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 Junio...
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Episode 22
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25:11
Wealth and Wellness: The Intersection of Finances and Lifestyle
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 w...
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Episode 21
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28:06
Unlocking Talent: Secrets for Attracting and Keeping Top Performers
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...
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Episode 20
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17:17
Money Moves: Smart Financial Strategies for Early Career Success
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. G...
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Episode 19
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21:02
Starting Over After 50: The Realities of Gray Divorce
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 o...
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Episode 18
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15:08
Women in Business: Navigating Challenges and Leading with Purpose
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 e...
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Episode 17
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34:28
From Blueprint to Reality: The Construction Financing Process
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 o...
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Episode 16
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23:32
Happily Ever After (or Not): Legal and Financial Realities of Love and Relationships
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 fina...
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Episode 14
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28:59
2024 Economic Insights: Perspectives from our New CIO
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 Grou...
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Episode 13
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12:06
CEO Jim Popp takes the Mic: Exploring Your Finances through the Ages, Plus a 2024 Outlook
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 g...
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Episode 13
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15:22
Portfolio Management 101: What You Need to Know for Long Term Financial Growth
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 Grou...
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Episode 11
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34:55
Legacy Planning: Creating a Positive Impact for Loved Ones
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 thr...
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Episode 10
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18:06