Expert of the Month Kelly
MOULD, J.D. SENIOR VICE PRESIDENT, WEALTH FIDUCIARY ADVISOR, JOHNSON FINANCIAL GROUP
KELLY MOULD is the host of the “Your Money. Your Mission.” podcast. On the show, she explores financial questions inspired by Johnson Financial Group (JFG) clients.
What led you to launch the podcast?
At JFG, we know that people want financial information in a different way – they want bite-sized content, on demand. Having a podcast allows us to be able to serve a wider group of people. When we put together topics for the show, we take something that can be intimidating or complex and give our listeners a safe space to learn about it, understand it, and then we can recommend ways for them to learn more and take action.
What are some of the insights you’ve learned hosting?
Every episode has nuggets that I find valuable. One of the most interesting was on the psychology of our financial decisions. When the market is volatile, our first reaction is to pull out, which all the research shows is the opposite of what you should do. We discussed tips on how to recognize biases in yourself and make good decisions. In one episode, we discussed some of the challenges for young professionals, particularly student loan debt. Our guest was Jillian Scheidegger, who is a young attorney. Like a lot of people, she had acquired significant student loan debt. We built a team of financial professionals to help her put together a plan to pay off that debt and establish new goals. She was so excited to share her story, and that episode caused a number of young professionals to reach out to us. That’s exactly what we want this podcast to do – give people usable information they can act on to improve their financial lives.
Subscribe to “Your Money. Your Mission.” on Apple Podcasts or Spotify.
Products and services offered by these Johnson Financial Group companies: Johnson Bank and Johnson Wealth Inc.