Your Money. Your Mission.
Conversations to help you maximize your wealth by turning complex financial situations into actionable advice.
Meet Your Host
Kelly Mould, JD, CTFA, CWS®, CDFA®
SVP, Wealth Fiduciary Advisor
As Senior Vice President, Wealth Fiduciary Advisor, Kelly works to build long-term relationships and provide comprehensive fiduciary solutions to her clients. She is also focused on working with her Johnson Financial Group partners to help clients build financial security and provide an exceptional client experience.
Featured Podcast
Happily Ever After (or Not): Legal and Financial Realities of 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 finances related to marriage.
LISTEN IN to our latest podcast episode.Your Money. Your Mission. Episodes
Happily Ever After (or Not): Legal and Financial Realities of 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 finances related to marriage.
Social Security: What You Need to Know for Retirement
In this episode Samantha Guthrie, LPL Financial Advisor and Marcia Banike discuss Social Security's history, eligibility, spousal benefits and taxation. They provide insights on when to claim benefits and how to align Social Security with other income sources, helping listeners make informed retirement decisions.
2025 Economic Update: What You Need to Know
In this episode, we explore the 2025 economic outlook with Dale Kooyenga and Dominic Ceci, discussing trends like the rise of Wisconsin’s Southeast Corridor, labor shortages, housing, infrastructure and the Midwest's growing appeal for investment.
Family Estrangement: How to Navigate Financial Implications and Find Peace
In this episode, a seasoned counselor and mediator, Andy Patch discusses family estrangement. They explore the emotional and financial impacts, the role of divorce and multigenerational dynamics and provide practical advice for healing fractured bonds and maintaining clarity in estate planning.
Wealth Wise: Choosing the Right Advisor for Your Financial Future
When it comes to managing your financial future, selecting the right advisor is crucial. In this episode, Evamarie Schoenborn, EVP of Wealth Management, discusses how to choose the right financial advisor and the significant impact it can have on planning for retirement, managing wealth, or starting your investment journey.
Fraud Unmasked: Navigating Scams, Hacks and Financial Security
Safeguarding yourself from fraud is now a crucial aspect of financial security. Tune in as Todd Shaffer, Chief Risk Officer discusses ways to spot and protect yourself from fraud, phishing attempts and complex scams.
Legacy Planning: Creating a Positive Impact for Loved Ones
In this episode of Your Money. Your Mission., Kelly speaks with Joe Maier, an attorney and Director of Wealth Strategy at Johnson Financial Group, to discuss the importance of legacy planning and the key differences between estate planning and legacy planning.
Mastering Growth in Business
Join Matt Haas, SVP Business Banking Manager as he discusses strategies for mastering growth in business. He explores 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.
How to Raise Financially Savvy Children
Learn how to raise financially savvy children with insights from Julie Granger and Brenda Campbell, as they discuss the importance of early financial literacy, modeling good habits, and encouraging open conversations about money.
Wealth and Wellness: The Intersection of Finances and Lifestyle
Join host Kelly Mould, alongside LPL Financial Advisor Pam Stubler and wellness coach Bri Stubler, as they explore how financial health significantly impacts overall well-being, emphasizing the need for personalized plans to achieve a balanced lifestyle.
Unlocking Talent: Secrets for Attracting and Keeping Top Performers
With over two decades of experience in human resources, Johnson Financial Group's, Chief Human Resources Officer, Denise Domian shares her expertise on what modern employers and job seekers are looking for and how companies can create a workplace culture that fosters loyalty and satisfaction.
Money Moves: Smart Financial Strategies for Early Career Success
In this episode, Melissa Olson shares essential financial strategies for young professionals, highlighting the importance of early retirement savings, distinguishing needs from wants and effective debt management to achieve long-term financial stability and success.
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. 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”.
Empowering Women: Building Financial Strength
In this episode of Your Money. Your Mission., Kelly talks with Tamarra Coleman and Karla Krehbiel about their 70 years of combined experience in male-dominated fields, discussing the challenges they've faced, the importance of mindset, continuous learning and their commitment to empowering future women leaders through financial literacy and servant leadership.
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 Mortgage Production Manager, and Zach Knutson, Managing Partner of Next Generation, a leading builder and general contractor.
2024 Economic Insights: Perspectives from our New CIO
Curious how to navigate the potentially volatile financial markets during an election year? Find out as host Kelly Mould is joined by Johnson Financial Group’s CEO Jim Popp and newly appointed CIO, Dominic Ceci.
CEO Jim Popp takes the Mic: Exploring Your Finances, 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.
Investing 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 Group, to shed light on some key insights to help new investors navigate the complex financial landscape.
Home Sweet Home: Navigating Today's Housing Market
In the most recent episode of Your Money. Your Mission., we welcome Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, who shared valuable insights into these pressing housing market questions based on her over two decades of expertise.
Cash Strategies: Safeguard Your Wealth & Maximize Returns
In this episode of Your Money. Your Mission., Kelly speaks with financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group. They provide valuable insights into cash strategies.
Demystifying Private Banking: What You Need to Know
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.
Navigating Behavioral Investing: The Key to Financial Success
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.
How to Avoid Financial Fraud in 2023
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.
Get Out of Debt: How Busy Professionals Can Achieve Financial Freedom
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.
Welcome to Your Money. Your Mission.
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 is a great outlet to learn more about financial topics and receive expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first episode.
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