Your Money. Your Mission.

Latest Episodes:

AI and Finance: How to Leverage Technology While Protecting Your Wealth Mar 11, 2026

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Artificial intelligence is everywhere but what does it actually mean for your money? In this episode of Your Money. Your Mission, SVP Portfolio Manager, Eric Bernal and SVP Chief Information Security Officer, Mark Ward 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.

The “Singles Tax”: The Hidden Costs for Singles in Today’s Economy Feb 12, 2026

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In this episode, Wealth Portfolio Analyst, Claire Wordell and CIO, Dominic Ceci 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.

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2026 Economic Outlook: Navigating What's Ahead Jan 27, 2026

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In this episode, Chief Investment Officer, Dominic Ceci breaks 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.

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Inside the Current State of Wisconsin’s Economy Jan 13, 2026

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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.

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New Year Financial Planning: Key Strategies for 2026 Success Dec 16, 2025

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In this episode, 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.

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Mindful Money: Building a Healthy Financial Mindset Nov 17, 2025

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Join AVP Branch Manager, Brittany Sparks as she discusses building a healthy financial mindset for young professionals. She explores 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.

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Senior Care Essentials: Resources, Tips and Advice for Caregivers and Families Nov 03, 2025

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In this episode, Jennifer Eastman, Owner of Assisted Living Locators discusses 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.

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Enhancing Retirement Plan Outcomes: A Guide for Employers and Their Employees Oct 20, 2025

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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.

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Sandwiched: How to Manage Caregiving, Parenting and Finances Sep 22, 2025

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In this episode, SVP Private Client Banking, Kathy Ciszewski focuses on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. She covers 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.

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How I Can Afford a Comfortable Retirement Aug 26, 2025

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In this episode of Your Money, Your Mission., Jill Haupt, a retiree and former head of private banking at Johnson Financial Group 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.

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