Your Money. Your Mission.

Johnson Financial Group
  • 5.0 (67)
  • Investing
  • Updated 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. 2d ago

    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, 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 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

    50 min

  2. Jun 15

    The Great Wealth Transfer Part 1: The Importance of Preparing Now

    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 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

    36 min

  3. May 28

    How to Prepare for Divorce Part 2: Child Support and Dividing Assets

    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 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

    46 min

  4. May 14

    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, 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 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 are — in most cases — permanent. Whether contemplating divorce or in the thick of it, this episode delivers courtroom-tested guidance into actionable next steps. Stay tuned for part two which will cover cryptocurrency, marital waste, the family home and common divorce myths!   In this episode: 00:00 – 03:57: Intro and Documents to Gather Before Filing03:58– 10:55: The Importance of Legal Representation10:56– 20:34: Financial Disclosure Statements and Marital Debt20:35 – 24:30: Professional Guidance After the Divorce24:31 – 26:52: Final Tips and Preview of Navigating Divorce Part 2  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

    27 min

  5. May 1

    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., 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 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 in a competitive market without breaking the bank.   In this episode: 00:00 – 05:14: Intro and Current Market Reality05:15 – 10:40: Getting Started Right10:41 – 23:30: Understanding the Numbers23:31 – 30:45: Winning in a Competitive Market30:46 – 38:35: Avoiding Common Pitfalls38:36 – 40:35: Words of Encourage for Today’s Buyers  Additional resources: First-Time Homebuyer Resources | Johnson Financial GroupExperienced Buyer Resources | Johnson Financial GroupHow to Get Pre-Approved for a Mortgage: 4 Easy Steps | Johnson Financial GroupSelling Your Home: 10 Financial Considerations | Johnson Financial Group

    41 min

  6. Apr 16

    Multigenerational Travel Planning: Building Your Family's Travel Legacy with Tom Karnes, LaMacchia Travel and Elliott Hogan, Hakuna MaTravels

    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 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 that last a lifetime. In this episode: 00:00 – 07:35: Financial Planning and Budgeting 07:36 – 09:49: International Currency and Money Tips09:50 – 17:11: Safety for Different Generations17:12 – 22:55: Building Traditions and Creating Memories22:56 – 26:51: Creating Annual Traditions and Final TipsAdditional resources: 4 Essential Financial Tips for Traveling Abroad

    27 min

  7. Mar 26

    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., 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 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 this episode: 00:00 – 04:22: Kristie’s Journey to True Grace04:23 – 07:24: Breaking into a Saturated Market07:25 – 08:42: Choosing Ownership vs. Acquisition08:43 – 12:20: Family Legacy and Becoming a Woman-Owned Business12:21 – 18:20: Sustainability and Regenerative Agriculture18:21 – 20:30: Wellness and Balance for Business Owners20:31 – 22:51: Advice for Aspiring Entrepreneurs and ClosingAdditional resources: True Grace | Nutrient-Dense Supplements for People & PlanetWhat is Regenerative Agriculture? | True GraceFamily Business Succession: How to Engage the Next Generation | Johnson Financial Group

    23 min

  8. Mar 11

    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, 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 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.

    37 min
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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
    47
  • Rating
    Clean
  • Copyright
    © 2026 Your Money. Your Mission.
  • Show Website
    Your Money. Your Mission.

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