Kelly Mould's guest appearances

Kelly Mould

Milwaukee Uncut

The Margaritas with Marguerita Cheng, CFP® Pro Show

David Reeves

Perth Tolle

John Zeratsky

Greg Marcus

David Brier

Cameron Huddleston

Mike Lee

Pardeep Singh

Kristin Brey

Kate Holmes

Andrew Chanin

Miss Wisconsin

David Siegel

John Burke

Kathleen Burns Kingsbury

OwlTail

Marguerita Cheng

LEAD

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook. Meet our guest: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial GroupToday's Topic: Estate planning and elder care, gray divorceWith rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people are wondering about their own estate plans and what aging could mean for their financial plans.Rita asks Kelly: What is gray divorce and how is it different than a typical divorce? You had been a single mother to three children, then made a midlife career change to become a lawyer and just out of law school, did work as guardian ad litem.  What lessons did you from learn these experiences that you use in your work as a financial advisor now? What are some of the mistakes you think women make when it comes to their money? As women age what should they be thinking about as part of their financial plan? Can women plan for long-term care needs for others and themselves?About our Guest: ​As Senior Vice President, Wealth Sales Team Lead, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations. Her experience includes: B.A. and M.A. from Marquette University and J.D. from the University of Wisconsin Law School Joined Johnson Bank in 2014 with a diverse professional background specializing in family law and estate planning Served as an attorney, operated her own law firm, and had a judicial appointment as guardian ad litem for Racine County Served as an executive in the telecommunications industry for more than 20 yearsLearn more at JohnsonFinancialGroup.com.Discover more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com  Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs Listen to our podcasts on www.MargueritaChengRadio.com Watch all of our episodes: www.MargueritaCheng.tv

<a href="http://www.ritachengcfp.com/" rel="nofollow" target="_blank">A Note from Marguerita Cheng, CFP® Pro</a> — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles <a href="http://www.facebook.com/hopekatzgibbs" rel="nofollow" target="_blank">live on Facebook</a>.  Meet our guest: <a href="https://www.johnsonfinancialgroup.com/about-us/advisors/208" rel="nofollow" target="_blank">Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group</a> Today's Topic: Estate planning and elder care, gray divorce With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people are wondering about their own estate plans and what aging could mean for their financial plans. Rita asks Kelly: <ul> <li>What is gray divorce and how is it different than a typical divorce?</li> <li>You had been a single mother to three children, then made a midlife career change to become a lawyer and just out of law school, did work as guardian ad litem.  What lessons did you from learn these experiences that you use in your work as a financial advisor now?</li> <li>What are some of the mistakes you think women make when it comes to their money?</li> <li>As women age what should they be thinking about as part of their financial plan?</li> <li>Can women plan for long-term care needs for others and themselves?</li></ul>About our Guest: <a href="https://www.johnsonfinancialgroup.com/about-us/advisors/208" rel="nofollow" target="_blank">​</a>As Senior Vice President, Wealth Sales Team Lead, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations. Her experience includes: <ul> <li>B.A. and M.A. from Marquette University and J.D. from the University of Wisconsin Law School</li> <li>Joined Johnson Bank in 2014 with a diverse professional background specializing in family law and estate planning</li> <li>Served as an attorney, operated her own law firm, and had a judicial appointment as guardian ad litem for Racine County</li> <li>Served as an executive in the telecommunications industry for more than 20 years</li></ul>Learn more at <a href="https://www.johnsonfinancialgroup.com" rel="nofollow" target="_blank">JohnsonFinancialGroup.com.</a> Discover more about Marguerita Cheng, CFP® Pro: <a href="http://www.margueritacheng.com/" rel="nofollow" target="_blank">MargueritaCheng.com</a> <ul> <li>Join us this and every Friday at 5 pm EST on Facebook Live: <a href="http://www.facebook.com/hopekatzgibbs" rel="nofollow" target="_blank">facebook.com/hopekatzgibbs</a></li> <li>Listen to our podcasts on <a href="http://www.margueritachengradio.com/" rel="nofollow" target="_blank">www.MargueritaChengRadio.com</a></li> <li>Watch all of our episodes: <a href="http://www.margueritacheng.tv/" rel="nofollow" target="_blank">www.MargueritaCheng.tv</a></li></ul>

Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

Melissa Olson

Looking to make some changes to your finances in 2021? Are you a young professional wanting to learn how you should be managing your wealth? Wondering how much you need to save for retirement? How to handle finances during a divorce? What are the financial pitfalls you need to avoid? We cover a wide range of topics to help you get on the right track and maximize your wealth no matter where you are at in life.  On this episode of The GoGedders Podcast, we are joined by Melissa Olson and Kelly Mould, both financial advisors at Johnson Financial Group. Melissa is also a Wealth RPS Education Specialist, and Kelly is the Senior Vice President and Wealth Sales Team Lead. Together, we talk about finances. With financial stress being so high during the pandemic, we discuss ways to help reduce that stress, smart decisions you can be making, and how you can get to a point of financial freedom.

Looking to make some changes to your finances in 2021? Are you a young professional wanting to learn how you should be managing your wealth? Wondering how much you need to save for retirement? How to handle finances during a divorce? What are the financial pitfalls you need to avoid? We cover a wide range of topics to help you get on the right track and maximize your wealth no matter where you are at in life.  On this episode of The GoGedders Podcast, we are joined by Melissa Olson and Kelly Mould, both financial advisors at Johnson Financial Group. Melissa is also a Wealth RPS Education Specialist, and Kelly is the Senior Vice President and Wealth Sales Team Lead. Together, we talk about finances. With financial stress being so high during the pandemic, we discuss ways to help reduce that stress, smart decisions you can be making, and how you can get to a point of financial freedom.

Get on the right track to financial freedom with Melissa Olson and Kelly Mould of Johnson Financial Group