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.
Plan for Retirement, Live Along the Way: Building Readiness at Every Stage
Saving for retirement is a journey you take one decade at a time. It’s not a number you hit, a day you stop working or a switch you flip. It’s a process that allows you to plan at every stage of life while giving yourself permission to live along the way.
In this episode, SVP Director of Wealth Strategy, Joe Maier and SVP Wealth Advisor, Scott Wisnewski discuss what “retirement readiness” really means while walking through each decade to cover the priorities and goals you should focus on. Whether you’re just starting your career, mid-stride...
Estate Planning Basics: Protecting What Matters Most
Estate planning isn’t only for the wealthy. It’s for anyone who has property, assets, money and, most importantly, wishes about how those should be handled. SVP Director of Wealth Strategy, Joe Maier and VP Wealth and Estate Administrator, Liz Pfeuffer sit down to demystify estate planning and explain why even a simple plan can make a big difference for your family. They cover the real consequences of not having a plan, the documents you should have in place and the first steps you should take.
In this episode:
00:00 – 04:46: Why You...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 SVP Private Client Services, Kathy Ciszewski and VP Private Banking, Mark Rose, who've guided clients through the empty-nest transition and lived it themselves. Together they discuss the yo-yo reality of kids leaving and coming back, the identity shift of rediscovering who you are beyond parenting and why this milestone is the perfect excuse to revisit your financial plan.
In this episode:
00:00 – 08:04: What Empty Nesting Looks Like in 202608:05 – 14:54: The Emotions of Becoming an Em...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, who just wrapped eight weeks rotating across wealth, treasury and operations. Together they discuss the gap between what college teaches and what you actually need to know about money, why the best mentors are the ones you stumble into naturally and how human connection stays a competitive advantage in an AI-powered world. Jim also opens up about the career and financial advice he wishes he'd had in his twenties.
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, CIO, Dominic Ceci sits down with SVP Wealth Advisor, Eric Bernal and VP Private Banking, Meg Marciniak, who work with families on these questions every day. Together they break down the savings vehicles, tackle common misconceptions and explain why the hardest part of the whole process is simply getting started.
In this episode:
00:00 – 04:16: Rising Costs and Busting College Savings Myths0...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 SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the underserved role of women as wealth inheritors. The overarching message: A successful wealth transfer is built on communication, preparation and a team of advocates — not just the paperwork.
...
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 SVP Private Client Banking Leader, Jackie Ruppel unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them.
In this episode:
00:00 – 03:45: What is the Great Wealth Transfer?03:46 – 07:45: Transferring Values Between Generations07:46 – 11:05: Defining...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 that actually keep people up at night: What happens to the family home? How do we divide the 401(k)? What counts as income when calculating child support? And what on earth do we do with cryptocurrency?
Whether you're navigating a divorce yourself or know someone who is, this episode is packed with the specifics that matter most because in family law, the details are everything.
M...
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 VP Wealth and Estate Administrator, Liz Pfeuffer, breaks down the financial side of divorce.
We cover what documents to gather before filing, how to navigate legal representation (and why that "bulldog" attorney might not be your best bet), the critical role of the Financial Disclosure Statement, how marital debt works in Wisconsin and why the decisions made in a divorce a...
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 and VP Mortgage Field Manager, Tony Petrie cut through the noise and give you the real story about today's housing market. Whether you're a first-time buyer intimidated by the process or a seasoned homeowner ready to make your next move, this conversation is packed with practical advice you can actually use. We're busting myths (like that 20% down payment requirement), explaining why current interest rates are completely normal and sharing insider strategies for winning i...
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 landscape of planning meaningful multigenerational family trips — from managing budgets for large groups to navigating modern safety concerns like social media risks and currency exchange traps. You'll discover why the most successful family vacations actually involve less planning, not more, and how travel creates unique opportunities to teach kids about gratitude and paying it forward. Whether you're planning your first trip or looking to improve an existing tradition, this conversation offers practical strategies for creating memories th...
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 the ground up. Kristie breaks down the importance of staying true to your mission and values and why maintaining 100% woman-owned status has become a cornerstone of True Grace’s identity. You’ll hear how Kristie differentiates her brand in one of the most saturated markets, the power of ownership vs. acquisition and her advice for women who are considering stepping into entrepreneurship but feel held back by fear.
In thi...
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 Bernal and SVP Chief Information Security Officer, Mark Ward explore the real-world impact of AI on your finances, from robo-advisors managing your portfolio to deepfake scams threatening your security. You'll discover practical strategies anyone can use today: Why password managers are your secret weapon, how to best use AI and why working with a human advisor is more important than ever.
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 the real financial challenges singles face and more importantly, the proven strategies to build wealth and achieve financial freedom. Whether you're a young professional starting your career or someone recently navigating solo finances, this conversation provides insights and actionable strategies to build wealth, achieve financial independence and thrive on a single income.
Additional resources:
Young Professionals: Here’s How to Manage Your Money | Johnson Financial GroupWhat Is the 50/30/20 Budgeting Rule?Starting Over After 50: The Realities of Gray Divorce | Johnson Financial GroupUnderstanding Esta...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 dominate market narratives, insights into navigating policy-driven economic growth and the critical questions every investor should be asking about their financial plan. Whether you're planning for retirement or growing your portfolio, this episode will help you position yourself for success this year and beyond.
Submit a question on Your Money. Your Mission.
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 and other global leaders. Dale and Jim dive into how Wisconsin's tax-free manufacturing policy and strategic focus on talent, growth and livability are making metro Milwaukee globally competitive. Their conversation also tackles data center economics, infrastructure sustainability and a new federal education tax credit poised to become a major national policy.
Submit a question on Your Money. Your Mission.
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 your finances, manage cash flow and debt, maximize retirement contributions, tax planning and ensure you have adequate insurance coverage. This episode emphasizes the importance of an intentional financial plan to align with your personal goals, navigate market conditions and build a secure future.
Submit a question on Your Money. Your Mission.
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 future. Tune in for practical advice on developing a mindful approach to money management and achieving long-term financial stability.
Submit a question on Your Money. Your Mission.
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, navigating the financial aspects of care and starting the conversation with your loved ones. This episode provides valuable guidance for families facing complex decisions about caring for their aging relatives.
Submit a question on Your Money. Your Mission.
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 employees achieve their retirement goals. The episode highlighted the importance of retirement plans, education and engagement, plan review and optimization, maximizing employee benefits and plan design and fiduciary responsibilities. By understanding these factors and implementing effective strategies, employers can significantly improve their workforce's retirement readiness, while employees can maximize their retirement savings by taking advantage of employer-matching contributions and starting to save early.
...
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 practical aspects of this group, including navigating conversations with parents about their finances and healthcare as well as modeling the behavior they want their children to adopt when they become caregivers. The conversation also touches on the need for the sandwich generation to prioritize their own well-being while being stretched in many directions.
Submit a question on Your Money. Your Mission.
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 starting early, maximizing employer-offered retirement plans and considering healthcare costs. She also discusses the value of downsizing, tax-deferred investing and maintaining physical and mental health in retirement. By sharing her story, Jill provides practical strategies for achieving a secure and fulfilling retirement.
Submit a question on Your Money. Your Mission.
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 financial challenges and opportunities that come with parenthood. Greg, an expectant parent, discusses preparations for his upcoming new chapter and the financial responsibilities that come with it.
Check out our new parent checklist to make sure you’re well prepared for when your baby arrives.
Submit a question on Your Money. Your Mission.
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 into marriage. This conversation covers key topics such as creating a plan to manage debt, considering premarital agreements and establishing regular financial check-ins. Tune in to hear advice for couples so they can build a strong foundation for a successful marriage.
Submit a question on Your Money. Your Mission.
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 in place, this discussion covers key financial and lifestyle considerations and actionable advice to ensure both financial well-being and a home that supports your long-term goals. This episode is a must-listen for anyone looking to navigate homeownership with confidence and clarity no matter what stage they’re in.
Submit a question on Your Money. Your Mission.
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 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.
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 to renovate your current home or move to a new one. She covers 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.
Submit a question on Your Money. Your Mission.
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. 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...
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 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.
Submit a question on Your Money...
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 Financial Advisors and Marcia Banike, Vice President of Private Banking at Johnson Financial Group dive into Social Security's history, inner workings and strategies. 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...
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 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.
Family Estrangement: How to Navigate Financial Implications and Find Peace
In this episode of Your Money. Your Mission., Andy Patch, a seasoned counselor and child custody evaluator and divorce mediator, dives into the complex topic of family estrangement. He explores 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.
Wealth Wise: Choosing the Right Advisor for Your Financial Future
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 financi...
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 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 beco...
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 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...
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 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...
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., Financial Advisor Pam Stubler and wellness coach Bri Stubler 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...
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, Denise Domian, former Chief Human Resources Officer at Johnson Financial Group, provides 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 p...
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. 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...
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 of Your Money. Your Mission., Anisa Dunn, Senior Fiduciary Services Manager, provides 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...
