Your Money. Your Mission.

Latest Episodes:

Home Sweet Home: Navigating Today's Housing Market Oct 12, 2023

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Wondering how to navigate today’s housing market when it comes to buying your first home, next home or the potential benefits of investing in rental properties? In this episode we help answer your questions on the housing market with Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, bringing over two decades of expertise to the table. In a housing market with rising prices, low inventory, and increasing interest rates, Loren provides valuable insights on how to navigate the current landscape and still purchase your home/rental property. She emphasizes the importance of preparation, patience, working with a buyer's agent, and obtaining a fully underwritten pre-approval letter to enhance your competitiveness as a buyer. In addition, Loren discusses the option of building a new home if you can't find what you're looking for in the current market, offering valuable advice on the construction loan process. Finally, she delves into the world of investment properties, sharing tips on financing, occupancy, and building a solid real estate portfolio. Tune in to get the guidance you need to make informed decisions in today's housing market.
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Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times Sep 21, 2023

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Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.
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Demystifying Private Banking: What You Need to Know Aug 23, 2023

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What is private banking and is it right for you? How does it exactly work and what are the benefits? In this episode of Your Money. Your Mission., Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, discusses the benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service. Jackie highlights that private banking offers a single point of contact for clients, aligning short-term needs with long-term financial goals. They discuss the value of having experts on the team to provide actionable advice and customized solutions, whether it's for business owners, professionals or those seeking assistance with various financial decisions like home purchases, credit management and wealth growth. Tune in to learn more about the ins and outs of Private Banking and if it is a good fit for you!
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Navigating Behavioral Investing: The Key to Financial Success Aug 03, 2023

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Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of Your Money. Your Mission., Joe Maier, Director of Wealth Strategy at Johnson Financial Group, tackles the challenges of investing during turbulent market conditions. Joe highlights the three critical components of financial success: investment performance, tax minimization and behavior. Surprisingly, behavior plays a more significant role in economic success than investment performance, which is often overemphasized by the media. Joe explains how human emotions and biases impact financial decisions and recommends a financial advisor who combines the roles of a biographer, analyst and coach to navigate these emotions and develop a strategy focused on individual motivations and goals. The episode emphasizes the importance of understanding the role of emotions in financial decision-making and seeking professional advice to overcome emotional biases and achieve financial success.
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How to Avoid Financial Fraud in 2023 Jun 15, 2023

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Are you concerned about receiving unknown calls and texts related to paying bills, despite paying your bills on time? In this episode, Anisa Dunn, Senior Vice President of Private Banking for Johnson Financial Group, discusses how to protect yourself from financial scams and fraud. With increasing fraudsters’ tactics to scam people, it's important to have a healthy dose of skepticism and caution when dealing with finances online. Anisa shares some practical tips to help prevent you from becoming a victim of financial fraud, including using longer passphrases, verifying messages with service providers, pulling annual credit reports, using credit cards instead of debit cards for online purchases and being vigilant of suspicious messages.
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Get Out of Debt: How Busy Professionals Can Achieve Financial Freedom Jun 15, 2023

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As a former student that's not ready to sacrifice your quality of life, it can be difficult to make an impact on your student debt--even if you're a high earner. In this episode, Attorney Jillian Scheidegger joins us to break down her financial situation and how she was able to pay off her “mountain of debt” in only five years–all without going on an extremely strict budget. She is now debt free, approaching her mid-30s, and feels “light as a feather”--slightly better than still paying off the student loan debt in her 50s.
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5 Money Mistakes to Avoid as a Young Professional Jun 15, 2023

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What do you need to avoid to set yourself up for a successful financial future? On this episode of Your Money. Your Mission., Tim Kiesling takes a listener question and breaks down the common mistakes you should avoid and how to set yourself up for success. We dive into how to create a strong financial plan, the team you need to surround yourself with, what programs you should take advantage of, and how to mitigate risk and manage debt. Follow these steps, and you’ll be on the right path to maximizing your financial future.
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Welcome to Your Money. Your Mission. Jun 08, 2023

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Why are we launching a podcast? Ultimately to better serve you. With people spending more and more time consuming content through podcasts, videos, and social media, this will be a great outlet to dive into the financial topics you want to learn more about and provide expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first episode.
In each episode, we take a call from a listener and bring in a subject-matter expert to break down the situation and provide actionable advice.
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