In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould with 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 unde...
Jul 9
50 min
In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to 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. ...
Jun 15
36 min
In part two of our two-part divorce series, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, to go 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...
May 28
46 min
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, host and SVP Wealth Fiduciary Advisor, Kelly Mould, is joined by former court commissioner and VP Wealth and Estate Administrator, Liz Pfeuffer, to break down the financial side of divorce. We cover what documents to gather before filing, how to navigate legal representation (and why that "bulldog" ...
May 14
26 min
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 ...
May 1
40 min
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 plannin...
Apr 16
26 min
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 ...
Mar 26
22 min
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 pass...
Mar 11
37 min
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 incom...
Feb 12
28 min
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 pos...
Jan 27
22 min
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