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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. Whether you're planning for retirement or growing your portfolio, this episode will help you position yourself for success this year and beyond. Submit a question on Your Money. Your Mission.

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 are making metro Milwaukee globally competitive. Their conversation also tackles data center economics, infrastructure sustainability and a new federal education tax credit poised to become a major national policy. Submit a question on Your Money. Your Mission.

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. This episode emphasizes the importance of an intentional financial plan to align with your personal goals, navigate market conditions and build a secure future. Submit a question on Your Money. Your Mission.

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.  Submit a question on Your Money. Your Mission.

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 families facing complex decisions about caring for their aging relatives. Submit a question on Your Money. Your Mission.

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 optimization, maximizing employee benefits and plan design and fiduciary responsibilities. By understanding these factors and implementing effective strategies, employers can significantly improve their workforce's retirement readiness, while employees can maximize their retirement savings by taking advantage of employer-matching contributions and starting to save early. Submit a question on Your Money. Your Mission.

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 behavior they want their children to adopt when they become caregivers. The conversation also touches on the need for the sandwich generation to prioritize their own well-being while being stretched in many directions.  Submit a question on Your Money. Your Mission.

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 downsizing, tax-deferred investing and maintaining physical and mental health in retirement. By sharing her story, Jill provides practical strategies for achieving a secure and fulfilling retirement.  Submit a question on Your Money. Your Mission.

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 financial responsibilities that come with it.  Check out our new parent checklist to make sure you’re well prepared for when your baby arrives. Submit a question on Your Money. Your Mission.

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 establishing regular financial check-ins. Tune in to hear advice for couples so they can build a strong foundation for a successful marriage.  Submit a question on Your Money. Your Mission.

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 that supports your long-term goals. This episode is a must-listen for anyone looking to navigate homeownership with confidence and clarity no matter what stage they’re in.  Submit a question on Your Money. Your Mission.

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 or simply seeking a change, this episode offers actionable insights to help you make the best choice for you and your family. Submit a question on Your Money. Your Mission.

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 episode provides actionable advice to help you navigate each step with confidence. For more tips, please download our Retirement Readiness guide to learn how to make informed, forward-focused decisions to ensure a smooth transition into retirement. Submit a question on Your Money. Your Mission.

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 purchasing choices and the necessity of an emergency fund. Whether you're just starting your career or looking to enhance your financial literacy, this episode is packed with key takeaways to help women take control of their financial futures. Submit a question on Your Money. Your Mission.

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 Private Banking at Johnson Financial Group. They explore eligibility, spousal benefits, taxation, and how to align Social Security with other income sources like 401(k)s and pensions. With insights on when to start claiming benefits, how to navigate retirement's financial complexities, and the importance of ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes. Submit a question on Your Money. Your Mission.