Examines the many “jobs” money can do
Wells Fargo Wealth & Investment Management has launched
season two of its podcast, “About Money,” which will examine the
“jobs” money can do. In conversations with industry experts from
both inside and outside of Wells Fargo, Michael Liersch, head of
Advice and Planning for Wells Fargo’s Wealth & Investment
Management division, hosts lively discussions that explore ways to
think of money as a tool, not as a means in and of itself.
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Michael Liersch, head of Advice and
Planning for Wells Fargo’s Wealth & Investment Management
division (Photo: Wells Fargo)
“In season one, we talked about money taboos and why it can be
so hard to have money conversations, which applies to almost
everyone. At one time or another, we’ve all hit roadblocks in our
ability to talk about money, and could have used tips to overcome
those obstacles,” said Liersch.
“Season two is a natural extension of that because once we start
talking about money, we can identify the many jobs money does for
us – like helping to support family, our lifestyle, leisure, our
community, and our retirement. Then, we can ask ourselves and
others, ‘is it really doing that for me?’ By talking about money,
you put it in its right place – as a tool to help us accomplish one
or more of these jobs. My hope is that this season inspires
listeners of all ages and stages in life to identify and determine
– in collaboration with others – whether money is truly working for
them, so they can make better money decisions.”
In season two of the 11-episode “About Money” series, which can
be found on Spotify, listeners will hear money insights from guests
including Jennifer Risher, author of “We Need to Talk,” Brian “The
Points Guy” Kelly, Arne Boudewyn, Head of Wells Fargo’s Institute
for Family Culture, Ron Long, who leads Wells Fargo’s Aging Client
Services – and many more.
“Money conversations can range from the exciting, like where
we’re taking our next vacation or how to achieve new career
objectives, to the challenging, like discussing money with aging
relatives or how to decide on the right amount of debt to take on.
My guests this season offer their fresh perspectives on these
topics, and offer listeners terrific insights,” said Liersch. “By
viewing money as a tool to help us accomplish objectives, we’re
able to focus more on what we want to accomplish. That gives our
money hang-ups less of a chance to trip us up.”
Liersch, who has a doctorate degree in cognitive psychology,
currently leads a team at Wells Fargo responsible for developing
and propagating research-based methods to help advisors and clients
most productively collaborate around their money decisions.
The “About Money” podcast series can be found on Spotify. A new
episode from season two will be released each week, with the final
episode of the season airing January 12, 2022.
Investment and Insurance Products
are:
- Not Insured by the FDIC or Any Federal Government
Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the
Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the
Principal Amount Invested
About Wells Fargo Wealth & Investment Management
Wells Fargo Wealth & Investment Management (WIM) is a
division within Wells Fargo & Company. WIM provides financial
products and services through various bank and brokerage affiliates
of Wells Fargo & Company and is one of the largest wealth
managers in the U.S., with nearly $2.1 trillion in client assets.
WIM serves clients through the following businesses: Wells Fargo
Private Bank serves high-net-worth and ultra-high-net-worth
individuals and families; and Wells Fargo Advisors provides advice
and guidance to help clients maximize all aspects of their
financial lives. Through Wells Fargo Private Bank, WIM is also a
leading provider of trust, investment, and fiduciary services,
including personal trust services and a number of specialized
wealth services designed to meet the diverse needs of
high-net-worth clients.
Wells Fargo Private Bank provides products and services through
Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and
subsidiaries. Wells Fargo Bank, N.A., is a bank affiliate of Wells
Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing
Services, LLC, and Wells Fargo Advisors Financial Network, LLC,
Members SIPC, separate registered broker-dealers and non-bank
affiliates of Wells Fargo & Company.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial
services company that has approximately $1.9 trillion in assets,
proudly serves one in three U.S. households and more than 10% of
small businesses in the U.S., and is the leading middle market
banking provider in the U.S. We provide a diversified set of
banking, investment and mortgage products and services, as well as
consumer and commercial finance, through our four reportable
operating segments: Consumer Banking and Lending, Commercial
Banking, Corporate and Investment Banking, and Wealth &
Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021
rankings of America’s largest corporations. In the communities we
serve, the company focuses its social impact on building a
sustainable, inclusive future for all by supporting housing
affordability, small business growth, financial health, and a
low-carbon economy. News, insights, and perspectives from Wells
Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com |
Twitter: @WellsFargo.
News Release Category: WF-ERS
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version on businesswire.com: https://www.businesswire.com/news/home/20211109005958/en/
Media Vince Scanlon, 336-430-9786
Vince.Scanlon@wellsfargo.com
Wells Fargo (NYSE:WFC)
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