Your Money. Your Mission. podcast

13:29

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 to renovate your current home or move to a new one . They cover 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.…

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Retirement Readiness: Building Financial Freedom 39:40

6 weeks тому39:40

39:40

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 retirement.…

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Women and Money: Wake-Up Calls for Financial Independence 24:41

12 weeks тому24:41

24:41

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 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.…

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Social Security: What You Need to Know for Retirement 23:50

18 weeks тому23:50

23:50

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 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. 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 ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes. Submit a question on Your Money. Your Mission.…

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2025 Economic Update: What You Need to Know 23:23

21 weeks тому23:23

23:23

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.…

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Family Estrangement: How to Navigate Financial Implications and Find Peace 22:20

24 weeks тому22:20

22:20

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 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.…

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Fraud Unmasked: Navigating Scams, Hacks, and Financial Security 28:39

29 weeks тому28:39

28:39

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 becoming increasingly common and sophisticated. Submit a question on Your Money. Your Mission.…

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Mastering Growth in Business 21:03

32 weeks тому21:03

21:03

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 culture. Submit a question on Your Money. Your Mission.…

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How to Raise Financially Savvy Children 25:11

36 weeks тому25:11

25:11

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 the value of educational programs. Their advice to parents: start early, keep conversations open, and normalize financial discussions to build lifelong money skills. Submit a question on Your Money. Your Mission.…

1
Wealth and Wellness: The Intersection of Finances and Lifestyle 28:06

38 weeks тому28:06

28:06

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 wellness coach Bri Stubler to 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 individualized, actionable plans tailored to each person's unique situation, helping them prioritize goals, reduce stress, and achieve a balanced lifestyle. Submit a question on Your Money. Your Mission.…

1
Unlocking Talent: Secrets for Attracting and Keeping Top Performers 17:17

45 weeks тому17:17

17:17

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, host Kelly Mould is joined by Denise Domian, Chief Human Resources Officer at Johnson Financial Group, to provide 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 participation in the community can help organizations build a loyal and motivated workforce. Whether you're an employer or job seeker, this episode is packed with valuable advice for navigating today’s dynamic job market. Submit a question on Your Money. Your Mission.…

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Money Moves: Smart Financial Strategies for Early Career Success 21:02

50 weeks тому21:02

21:02

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, the impact of good vs. bad debt, and the importance of open family conversations about money. Tune in for insightful advice to help young professionals navigate their financial journeys with confidence and clarity. Access more free financial literacy content by signing up for our exclusive young professionals campaign. Submit a question on Your Money. Your Mission.…

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Starting Over After 50: The Realities of Gray Divorce 15:08

51 weeks тому15:08

15:08

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.”, 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”. 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 practical tips on navigating these complex situations while preserving family relationships. Submit a question on Your Money. Your Mission.…

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Women in Business: Navigating Challenges and Leading with Purpose 34:28

1 year тому34:28

34:28

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 experience in navigating the challenges of male-dominated industries. They discuss the power of authenticity, the importance of diverse mentorship and the critical role of financial independence, offering invaluable advice for young professional women on how to lead with purpose and resilience.…

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From Blueprint to Reality: The Construction Financing Process 23:32

1 year тому23:32