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 Reality
• 05:15 – 10:40: Getting Started Right
• 10:41 – 23:30: Understanding the Numbers
• 23:31 – 30:45: Winning in a Competitive Market
• 30:46 – 38:35: Avoiding Common Pitfalls
• 38:36 – 40:35: Words of Encourage for Today’s Buyers

Additional resources:

• First-Time Homebuyer Resources | Johnson Financial Group
• Experienced Buyer Resources | Johnson Financial Group
• How to Get Pre-Approved for a Mortgage: 4 Easy Steps | Johnson Financial Group
• Selling Your Home: 10 Financial Considerations | Johnson Financial Group

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 Tips
• 09:50 – 17:11: Safety for Different Generations
• 17:12 – 22:55: Building Traditions and Creating Memories
• 22:56 – 26:51: Creating Annual Traditions and Final Tips

Additional resources:

• 4 Essential Financial Tips for Traveling Abroad

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 Grace
• 04:23 – 07:24: Breaking into a Saturated Market
• 07:25 – 08:42: Choosing Ownership vs. Acquisition
• 08:43 – 12:20: Family Legacy and Becoming a Woman-Owned Business
• 12:21 – 18:20: Sustainability and Regenerative Agriculture
• 18:21 – 20:30: Wellness and Balance for Business Owners
• 20:31 – 22:51: Advice for Aspiring Entrepreneurs and Closing

Additional resources:

• True Grace | Nutrient-Dense Supplements for People & Planet
• What is Regenerative Agriculture? | True Grace
• Family Business Succession: How to Engage the Next Generation | Johnson Financial Group

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.

In this episode, host Kelly Mould sits down with Wealth Portfolio Analyst, Claire Wordell and CIO, Dominic Ceci to unpack the real financial challenges singles face and more importantly, the proven strategies to build wealth and achieve financial freedom. Whether you're a young professional starting your career or someone recently navigating solo finances, this conversation provides insights and actionable strategies to build wealth, achieve financial independence and thrive on a single income.

Additional resources:

• Young Professionals: Here’s How to Manage Your Money | Johnson Financial Group
• What Is the 50/30/20 Budgeting Rule?
• Starting Over After 50: The Realities of Gray Divorce | Johnson Financial Group
• Understanding Estate Planning Tools and Their Purposes | Johnson Financial Group

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.