Your Money. Your Mission.

Latest Episodes:

The Empty Nest: Tips for Identity, Financial Checkpoints and Your Next Chapter Sep 17, 2026

Show notes

In this episode, SVP Director of Consumer, Private and Small Business Banking, Al Araque sits down with SVP Private Client Services, Kathy Ciszewski and VP Private Banking, Mark Rose, who've guided clients through the empty-nest transition and lived it themselves. Together they discuss the yo-yo reality of kids leaving and coming back, the identity shift of rediscovering who you are beyond parenting and why this milestone is the perfect excuse to revisit your financial plan.

In this episode:

00:00 – 08:04: What Empty Nesting Looks Like in 2026
08:05 – 14:54: The Emotions of Becoming an Empty Nester
14:55 – 18:48: Identity Shifts and Finding Purpose
18:49 – 22:03: The Importance of Communication
22:04 – 27:40: Investing in Relationships
27:41 – 33:45: Updating Your Financial Plan
33:46 – 36:42: How We Help Empty Nester Clients
36:43 – 40:04: The Mindset Shift You Should Have
40:05 – 45:37: How to Guide Adult Children and Closing

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Intern Takeover: Money and Career Advice for College Students Aug 27, 2026

Show notes

In this episode, CEO Jim Popp turns the tables and hands the mic to three of Johnson Financial Group's summer interns, Joey Flaherty, Will Cardwell and Alyssa Ray, who just wrapped eight weeks rotating across wealth, treasury and operations. Together they discuss the gap between what college teaches and what you actually need to know about money, why the best mentors are the ones you stumble into naturally and how human connection stays a competitive advantage in an AI-powered world. Jim also opens up about the career and financial advice he wishes he'd had in his twenties.

In this episode:

00:00 – 07:54: Intro and What They’ve Learned
07:55 – 16:48: Finance and Career Advice Q&A with Jim
16:49 – 23:06: The Intern’s Perspectives on the Future of Work and AI
23:07 – 25:29: How to Get Your First Job
25:30 – 26:47: The Importance of Mentorship
26:48 – 30:45: Final Takeaways and Advice for College Students

Additional resources:

How to Save for College: 529 Plans, Custodial Accounts and Trump Accounts Explained Aug 13, 2026

Show notes

College costs are rising faster than inflation, somewhere in the 5 to 6% range every year, and financial aid rules keep shifting, leaving many families unsure of where to even begin. In this episode, CIO, Dominic Ceci sits down with SVP Wealth Advisor, Eric Bernal and VP Private Banking, Meg Marciniak, who work with families on these questions every day. Together they break down the savings vehicles, tackle common misconceptions and explain why the hardest part of the whole process is simply getting started.

In this episode:

00:00 – 04:16: Rising Costs and Busting College Savings Myths
04:17 – 08:37: 529 Plans, Custodial Accounts and Trump Accounts
08:38 – 10:59: Balancing Savings for College and Other Expenses
11:00 – 15:05: Grandparents, Gifting and the New FAFSA Rules
15:06 – 18:11: Getting Started and Letting Compounding Work
18:12 – 21:57: Final Tips and Closing

Additional resources:

The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter Jul 09, 2026

Show notes

In this episode of the Your Money Your Mission podcast, 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 Myths
13:11 – 21:59: Estate Tax Exemptions, Attorneys and Probate
22:00 – 31:18: Types of Trust Structures
31:19 – 36:42: Navigating Gifting and Gifting Limits
36:43 – 40:01: Preparing Children for Wealth
40:02 – 45:04: The Great Wealth Transfer’s Impact on Women
45:05 – 50:24: Building Your Advisory Team

Additional resources:

The Great Wealth Transfer Part 1: The Importance of Preparing Now Jun 15, 2026

Show notes

In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel 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 Generations
07:46 – 11:05: Defining Wealth and Your Impact
11:06 – 20:21: Bridging Communication Gaps with Family Meetings
20:22 – 27:42: The Benefits of Family Meetings
27:43 – 30:30: Navigating In-Laws and Blended Families in Conversations
30:31 – 36:03: How to Start the Conversation and Final Tips

Additional resources:

How to Prepare for Divorce Part 2: Child Support and Dividing Assets May 28, 2026

Show notes

In part two of our two-part divorce series, former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, goes 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 Myths
05:47 – 08:08: How to Decide on the Family Home
08:09 – 18:56: The Ins and Outs of Child Support
18:57 – 22:43: Financial Infidelity and Hidden Assets
22:44 – 28:37: Complex Situations: Crypto and Business Valuations
28:38 – 33:36: Inheritance and Retirement Accounts
33:37 – 42:32: Your Financial Life After Divorce
42:33 – 46:11: Final Tips and Closing

Additional resources:

How to Prepare for Divorce Part 1: Disclosure Statements and Marital Debt May 14, 2026

Show notes

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, former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, breaks 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 Filing
03:58– 10:55: The Importance of Legal Representation
10:56– 20:34: Financial Disclosure Statements and Marital Debt
20:35 – 24:30: Professional Guidance After the Divorce
24:31 – 26:52: Final Tips and Preview of Navigating Divorce Part 2

Additional resources:

How to Be a Competitive Buyer in 2026 May 01, 2026

Show notes

Think buying a home right now is impossible? Think again. In this episode of Your Money. Your Mission., AVP Senior Community Mortgage Loan Officer, Sara Whitley and VP Mortgage Field Manager, Tony Petrie 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:

Multigenerational Travel Planning: Building Your Family's Travel Legacy with Tom Karnes, LaMacchia Travel and Elliott Hogan, Hakuna MaTravels Apr 16, 2026

Show notes

In this episode, President and Owner of LaMacchia Travel Agency, Tom Karnes and Travel Agent from Hakuna MaTravels, Elliott Hogan 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

100% Owner: How This Woman Founder Built a Legacy Company on Her Own Terms with Kristie Hall, True Grace Mar 26, 2026

Show notes

In this episode of Your Money. Your Mission., Founder, Owner and President of True Grace, Kristie Hall discusses 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

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