Your Money. Your Mission.

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 of Next Generation, a leading builder and general contractor. They delve into the differences between building a new home and buying an existing one, discussing the nuances of customization, e...

Statistically, women feel less confident in investing compared to men. Therefore, many women avoid starting to save money at the same rates as men, even though surveys show that when women do invest, they actually outperform men. In this episode of “Your Money. Your Mission.” Kelly sits down with Merissa Slowik, a Wealth Advisor and Financial Planner at Johnson Financial Group, to discuss the pivotal role of financial literacy in e...

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 – from prenuptial agreements to navigating divorce, exploring what makes couples successful and where things can go wrong. Additionally, we share some ...

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 Group CEO Jim Popp and newly appointed CIO, Dominic CeCi. In this episode, you'll get an introduction to Dominic, learn more about what's to come on the podcast in 2024, ...

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 generational shifts, Jim and Kelly discuss the surprises of the past year. They also preview what is to come on YMYM in 2024, as well as the financial market expectations for th...

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. This episode dives into the difference between bull and bear markets, how investors shoul...

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 through the importance of legacy planning. They explore the pivotal difference between estate planning and legacy planning. Listeners will learn the pitfalls to avoid, including how to communica...

Wondering how to navigate today’s housing market when it comes to buying your first home, next home or the potential benefits of investing in rental properties? In this episode we help answer your questions on the housing market with Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, bringing over two decades of expertise to the table. In a housing market with rising prices, low inventory, and increasi...

Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies...

What is private banking and is it right for you? How does it exactly work and what are the benefits? 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 bigg...

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. Joe highlights the three critical components of financial success: investment performance, tax minim...

What do you need to avoid to set yourself up for a successful financial future? On this episode of Your Money. Your Mission., Tim Kiesling takes a listener question and breaks down the common mistakes you should avoid and how to set yourself up for success. We dive into how to create a strong financial plan, the team you need to surround yourself with, what programs you should take advantage of, and how to mitigate risk and manage ...

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. She is now debt free, approaching her mid-30s, ...

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. With increasing fraudsters’ tactics to scam people, it's important to have a healthy dose of skepticism and caution when dealing with...

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 will be a great outlet to dive into the financial topics you want to learn more about and provide expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first episode.
In each episode, we take a call from a listener and bring in a subject-m...