Your Money. Your Mission.

Latest Episodes:

Love, Money and Marriage: Pre-Wedding Financial Tips Jul 30, 2025

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In this episode of Your Money. Your Mission., Private Banker Becky McClelland and Marketing Segment Manager and bride-to-be Summer Nicpon, emphasize the importance of open communication about financial goals and values before stepping into marriage. This 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.

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From Starter to Forever Home: How to Navigate Each Phase of Homeownership Jul 14, 2025

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In this episode of Your Money Your Mission, SVP of Mortgage Services, Loren Fellows, offers essential tips for navigating the different phases of homeownership. From first-time buyers, those considering a second home or planning to age in place, this 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.

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Sell or Renovate: Unpacking Key Factors to Help You Decide May 09, 2025

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In this episode of Your Money, Your Mission, Michelle Van Engen, AVP Senior Mortgage Loan Officer, delves into the decision of whether to renovate your current home or move to a new one. She covers 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.

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Women and Money: Wake-Up Calls for Financial Independence Mar 18, 2025

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In this episode, Nicole Farbo, VP Wealth Advisor explores 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.

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Social Security: What You Need to Know for Retirement Feb 03, 2025

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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., 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 dive into Social Security's history, inner workings and strategies. 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.
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2025 Economic Update: What You Need to Know Jan 13, 2025

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In this episode, we dive into the economic outlook for 2025 with guests Dale Kooyenga, President of the Milwaukee Metropolitan Association of Commerce, and Dominic Ceci, Chief Investment Officer at Johnson Financial Group. From the rise of Wisconsin’s Southeast Corridor as a hub for manufacturing and tech convergence to challenges like labor shortages, housing, and infrastructure, we unpack the trends shaping Wisconsin's economy. Discover why the Midwest is becoming a magnet for investment, explore the critical role of immigration reform, and hear about consumer confidence and key industries poised for growth in the year ahead.

Family Estrangement: How to Navigate Financial Implications and Find Peace Dec 18, 2024

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In this episode of Your Money. Your Mission., Andy Patch, a seasoned counselor and child custody evaluator and divorce mediator, dives into the complex topic of family estrangement. He explores the emotional and financial ripple effects of estranged relationships, the impact of divorce and how multigenerational dynamics shape family conflicts. From navigating shame and grief to building bridges for reconciliation, this conversation offers practical advice for families working to heal fractured bonds while maintaining clarity in estate and legacy planning.

Fraud Unmasked: Navigating Scams, Hacks, and Financial Security Nov 13, 2024

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Safeguarding yourself from fraud is now a crucial aspect of financial security. In this episode of “Your Money. Your Mission.”, we tackle the ever-evolving threat of fraud with Todd Shaffer, Chief Risk Officer at Johnson Financial Group. From phishing emails and smishing texts to complex scams like pig butchering, Todd unpacks the tactics used by fraudsters targeting industries and individuals alike. He highlights the critical importance of skepticism, vigilance, and proactive security measures such as multi-factor authentication and strong passwords. Tune in for essential advice on how to protect yourself and your finances in a world where scams are becoming increasingly common and sophisticated.
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Mastering Growth in Business Oct 24, 2024

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Looking to grow and sustain your business? In this episode of "Your Money. Your Mission.", we are joined by Matt Haas, Senior Vice President and Business Banking Manager, to discuss strategies for mastering growth in business. They explore essential steps for positioning a company for expansion, including the importance of a solid business plan, assembling internal and external expert teams, and leveraging the right financial solutions. Matt shares insights on overcoming common growth challenges such as cash flow management, underestimating costs, and fraud protection, offering actionable advice to help business owners drive sustainable growth while maintaining a strong company culture.
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How to Raise Financially Savvy Children Sep 26, 2024

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How can you equip your children with the financial skills they need for a successful future? In this episode of “Your Money. Your Mission.”, we explore how to raise financially savvy children with insights from Julie Granger, president of Junior Achievement of Wisconsin, and Brenda Campbell, CEO of Secure Futures. They cover the importance of introducing financial literacy from an early age, starting with simple concepts like budgeting and saving, and evolving to more complex topics such as entrepreneurship and career readiness. Julie and Brenda emphasize the power of modeling good financial habits, the growing trend of student entrepreneurship, and the value of educational programs. Their advice to parents: start early, keep conversations open, and normalize financial discussions to build lifelong money skills.
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