Your Money. Your Mission.
Conversations to help you maximize your wealth by turning complex financial situations into actionable advice.
Meet Your Host
Kelly Mould, JD, CTFA, CWS®, CDFA®
SVP, Wealth Fiduciary Advisor
As Senior Vice President, Wealth Fiduciary Advisor, Kelly works to build long-term relationships and provide comprehensive fiduciary solutions to her clients. She is also focused on working with her Johnson Financial Group partners to help clients build financial security and provide an exceptional client experience.
Featured Podcast
Investing 101: What You Need to Know for Long Term Financial Growth
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.
LISTEN IN to our latest podcast episode.Your Money. Your Mission. Episodes
Investing 101: What You Need to Know for Long Term Financial Growth
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.
Legacy Planning: Creating a Positive Impact for Loved Ones
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 Director of Wealth Strategy 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.
Home Sweet Home: Navigating Today's Housing Market
In the most recent episode of Your Money. Your Mission., we welcome Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, who shared valuable insights into these pressing housing market questions based on her over two decades of expertise.
Cash Strategies: Safeguard Your Wealth & Maximize Returns
In this episode of Your Money. Your Mission., Kelly speaks with financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group. They provide valuable insights into cash strategies.
Demystifying Private Banking: What You Need to Know
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 bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service.
Navigating Behavioral Investing: The Key to Financial Success
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.
How Today’s Economic Landscape May Impact You
Wondering what is going on in today’s complex economic landscape? In this episode, Kelly speaks with Brian Andrew to discuss the current state of the economy and financial markets. They address pressing topics such as the possibility of a recession, implications of student loan payments returning, the diverse real estate landscape and interest rate hikes.
How to Avoid Financial Fraud in 2023
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.
Get Out of Debt: How Busy Professionals Can Achieve Financial Freedom
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.
5 Money Mistakes to Avoid as a Young Professional
What do you need to avoid to set yourself up for a successful financial future? On this episode, Tim Kiesling dives 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 debt. Follow these steps, and you’ll be on the right path to maximizing your financial future.
Welcome to Your Money. Your Mission.
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 is a great outlet to learn more about financial topics and receive expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first episode.
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