Your Money. Your Mission.

Johnson Financial Group
  • 5.0 (67)
  • Investing
  • Weekly

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.

  1. 4d ago

    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 or nearing the finish line, you’ll walk away with a framework and a reminder that planning for retirement shouldn’t sacrifice the present.    In this episode: 00:00 – 02:55: Starting with Goals and Purpose02:56 – 08:03: Balancing Future You vs. Present You08:04 – 18:06: Compound Interest in Your 20s and 30s18:07 – 25:22: Shift in Priorities in Your 40s, 50s and 60s25:23 – 30:11: Planning for Early Retirement30:12 – 36:35: Business Owners and Retirement  Additional resources: The Retirement Roadmap: A Guide for Each Decade | Johnson Financial Group8 Early Retirement Questions You May Have Hesitated to Ask This Year | Johnson Financial GroupRetirement Savings Longevity Calculator | Johnson Financial GroupFinding Purpose In Retirement | Johnson Financial GroupMaximizing Your Retirement at 59.5: Key Strategies and Opportunities | Johnson Financial Group

  2. Oct 8

    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 Need an Estate Plan04:47 – 14:18: Start with Powers of Attorney14:19 – 26:17: Comparing Wills vs. Trusts26:18 – 34:44: Your First Steps and Closing  Additional resources: You Better Think… About Your Financial Legacy | Johnson Financial Group Understanding Estate Planning Tools and Their Purposes | Johnson Financial GroupEstate Planning for Digital Assets and Accounts: What You Need to Know | Johnson Financial GroupThe Retirement Roadmap: A Guide for Each Decade | Johnson Financial Group

  3. Sep 17

    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 Empty Nester14:55 – 18:48: Identity Shifts and Finding Purpose18:49 – 22:03: The Importance of Communication22:04 – 27:40: Investing in Relationships27:41 – 33:45: Updating Your Financial Plan33:46 – 36:42: How We Help Empty Nester Clients36:43 – 40:04: The Mindset Shift You Should Have40:05 – 45:37: How to Guide Adult Children and Closing  Additional resources: The Retirement Roadmap: A Guide for Each Decade | Johnson Financial GroupWhat Is The Great Wealth Transfer? | Johnson Financial GroupWealth Transfer Strategies: How to Protect What You’ve Built | Johnson Financial GroupThe Sandwich Generation: Balancing Caregiving, Parenting and Finances | Johnson Financial GroupStarting Over After 50: The Realities of Gray Divorce | Johnson Financial Group

  4. Aug 27

    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.   In this episode: 00:00 – 07:54: Intro and What They’ve Learned07:55 – 16:48: Finance and Career Advice Q&A with Jim16:49 – 23:06: The Intern’s Perspectives on the Future of Work and AI23:07 – 25:29: How to Get Your First Job25:30 – 26:47: The Importance of Mentorship26:48 – 30:45: Final Takeaways and Advice for College Students  Additional resources: Young Professionals Hub | Johnson Financial GroupYoung Professionals: Here’s How to Manage Your Money | Johnson Financial GroupMoney Mindset: Building a Healthy Financial Foundation | Johnson Financial GroupThe Retirement Roadmap: A Guide for Each Decade | Johnson Financial Group

  5. Aug 13

    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 Myths04:17 – 08:37: 529 Plans, Custodial Accounts and Trump Accounts08:38 – 10:59: Balancing Savings for College and Other Expenses11:00 – 15:05: Grandparents, Gifting and the New FAFSA Rules15:06 – 18:11: Getting Started and Letting Compounding Work18:12 – 21:57: Final Tips and ClosingAdditional resources:  The Best Ways to Save for College | Johnson Financial GroupThe Retirement Roadmap: A Guide for Each Decade | Johnson Financial GroupCollege Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom | Johnson Financial Group

  6. Jul 9

    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.   In this episode: 00:00 – 07:22: Intro and Bridging the “Why” to “How”07:23 – 13:10: Busting Estate Planning Myths13:11 – 21:59: Estate Tax Exemptions, Attorneys and Probate22:00 –  31:18: Types of Trust Structures31:19 – 36:42: Navigating Gifting and Gifting Limits36:43 –  40:01: Preparing Children for Wealth40:02 – 45:04: The Great Wealth Transfer’s Impact on Women45:05 – 50:24: Building Your Advisory Team  Additional resources: What Is The Great Wealth Transfer? | Johnson Financial GroupThe Gift of a Family Meeting: Planning, Legacy & Love | Johnson Financial GroupUnderstanding Estate Planning Tools and Their Purposes | Johnson Financial GroupTransferring Wealth | Johnson Financial Group

  7. Jun 15

    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 Wealth and Your Impact11:06 – 20:21: Bridging Communication Gaps with Family Meetings20:22 – 27:42: The Benefits of Family Meetings27:43 – 30:30: Navigating In-Laws and Blended Families in Conversations30:31 – 36:03: How to Start the Conversation and Final Tips  Additional resources: The Gift of a Family Meeting: Planning, Legacy & Love | Johnson Financial GroupUnderstanding Estate Planning Tools and Their Purposes | Johnson Financial GroupTransferring Wealth | Johnson Financial Group

  8. May 28

    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. Missed part one? Tune in to our previous episode to understand what documents to gather before filing, navigating legal representation and the critical role of the Financial Disclosure Statement.    In this episode: 00:00 – 05:46: Debunking Common Divorce Myths05:47 – 08:08: How to Decide on the Family Home08:09 – 18:56: The Ins and Outs of Child Support18:57 – 22:43: Financial Infidelity and Hidden Assets22:44 – 28:37: Complex Situations: Crypto and Business Valuations28:38 – 33:36: Inheritance and Retirement Accounts33:37 – 42:32: Your Financial Life After Divorce42:33 – 46:11: Final Tips and Closing  Additional resources: The Retirement Roadmap: A Guide for Each Decade | Johnson Financial GroupHappily Ever After (or Not): Legal and Financial Realities of Relationships | Johnson Financial GroupStarting Over After 50: The Realities of Gray Divorce | Johnson Financial GroupFamily Estrangement: How to Navigate Financial Implications and Find Peace | Johnson Financial Group

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5
out of 5
67 Ratings

About

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.

Information

  • Creator
    Johnson Financial Group
  • Years Active
    2023 - 2026
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © 2026 Your Money. Your Mission.
  • Show Website
    Your Money. Your Mission.

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