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• Lifetime Gifting Strategy Part II: The Heart of Gifting

  In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

• The Great Wealth Transfer Is Coming: Are You Ready?

  Learn how to prepare for The Great Wealth Transfer, estimated to be as high as $80 trillion, on this episode of the Your Money. Your Mission. podcast.

• Financial Planning Tips for Young Families: Navigating the First Year and Beyond

  Discover the best financial planning tips for young families in this episode of Your Money. Your Mission. Learn how to budget, save for college and balance savings with childcare expenses.

• Love, Money and Marriage: Pre-Wedding Financial Tips

  Getting married? Discover financial wedding tips so you can build a strong financial foundation on this episode of the Your Money. Your Mission. podcast.

• Women and Money: Wake-Up Calls for Financial Independence

  Explore financial advice for women and managing money, from building an emergency fund to understanding credit scores. Discover how to make informed financial decisions and build a secure future.

• 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. 

• Navigating Market Volatility – Insights on Decision-Making, Drivers, and Opportunities

  Market volatility can raise questions and concerns. CIO, Dominic Ceci, and Portfolio Manager, Eric Bernal, sit down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility. 

• Wealth and Wellness: The Intersection of Finances and Lifestyle

  Join host Kelly Mould, alongside LPL Financial Advisor Pam Stubler and wellness coach Bri Stubler, as they explore how financial health significantly impacts overall well-being, emphasizing the need for personalized plans to achieve a balanced lifestyle.

• Starting Over After 50: The Realities of Gray Divorce

  Divorce is never easy, and it becomes even more complex when it involves long-term marriages. In this episode of Your Money. Your Mission., host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group, to provide insights about the challenges of “gray divorce”. 

• Participant Support: Going Beyond the Regulations in Retirement Plan Strategy

  Discover how supporting employees through their financial journeys, especially with retirement planning, can alleviate widespread financial stress, boost workplace productivity, and position your company as a top employer.