Your Money. Your Mission.

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould with 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...

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to 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 convers...

In part two of our two-part divorce series, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer , to go 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...

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, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer , to break down the financial side of divorce. We cover wha...

Think buying a home right now is impossible? Think again. In this episode of Your Money. Your Mission., SVP Wealth Fiduciary Advisor and host, Kelly Mould , sits down with AVP Senior Community Mortgage Loan Officer, Sara Whitley and VP Mortgage Field Manager, Tony Petrie to cut through the noise and give you the real story about today's housing market. Whether you're a first-time buyer i...

In this episode, Host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with President and Owner of LaMacchia Travel Agency , Tom Karnes and Travel Agent from Hakuna MaTravels , Elliott Hogan to 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 exc...

In this episode of Your Money. Your Mission. , host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with Founder, Owner and President of True Grace, Kristie Hall , to explore 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 corners...

Artificial intelligence is everywhere but what does it actually mean for your money? In this episode of Your Money. Your Mission , host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Portfolio Manager, Eric Bernal and SVP Chief Information Security Officer, Mark Ward to explore the real-world impact of AI on your finances, from robo-advisors managing your portfolio to deepfake sc...

In this episode, host Kelly Mould sits down with Wealth Portfolio Analyst, Claire Wordell and CIO, Dominic Ceci to 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...

In this episode, SVP Wealth Fiduciary Advisor and podcast host, Kelly Mould and Chief Investment Officer, Dominic Ceci, break 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....

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...

In this episode, guest host and 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. T...

Join host Kelly Mould and AVP Branch Manager, Brittany Sparks as they discuss building a healthy financial mindset for young professionals. They explore 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. ...

In this episode, Jennifer Eastman, Owner of Assisted Living Locators and host Kelly Mould discuss 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 fami...

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 optimizatio...

In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their finances and healthcare as well as modeling the beha...

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 retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering healthcare costs. She also discusses the value of do...

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 fina...

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 open communication about financial goals and values. The conversation covers key topics such as creating a plan to manage debt, considering premarital agreements and...

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 home or planning to age in place, the discussion covers key financial and lifestyle considerations and actionable advice to ensure both financial well-being and a home...

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...

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 ep...

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 pu...

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 Pri...

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 tr...