Wells Fargo Wealth & Investment Management has launched a new podcast, “About Money,” focusing on the healthy and productive conversations people can have about money to help empower their financial decision-making. Hosted by Michael Liersch, head of Advice and Planning for Wells Fargo’s Wealth & Investment Management division, “About Money” will focus its first season on money taboos — how to tackle them head on and break through the silence to help listeners get closer to their money goals.
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Head of Advice and Planning for Wells Fargo Wealth & Investment Management, Michael Liersch (Photo: Business Wire)
“For many of us, talking about money was — and still is — a topic we don’t openly discuss,” said Liersch. “It happens for various reasons, but by avoiding money discussions, we’re inhibiting the information flow around the best use of money for us as individuals. We all have the opportunity to make better money decisions.”
The 10-episode “About Money” series, which can be found on Spotify, focuses on how to have potentially difficult conversations with your spouse or partner, family members, friends, and other important people in your life. With tips on how to have these conversations, listeners can employ them to further their own goals for their money.
Liersch, who has a doctorate degree in cognitive psychology, currently leads a team at Wells Fargo & Company responsible for developing and propagating research-based methods to help advisors and clients most productively collaborate around their money decisions.
“No one is born with the knowledge of how to use money,” said Liersch. “It’s an abstract concept — just like language. And like language, if you wait too long to learn it, you’ll never master becoming a native speaker. This podcast makes suggestions to help people get started having those money conversations, and ultimately become more comfortable with them.”
The first installment of the “About Money” podcast series is now accessible through Spotify. A new episode from season one will be released each week, with the final episode of the season released August 5.
Investment and Insurance Products are:
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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 trillion in client assets. WIM serves clients through Wells Fargo Private Bank, serving high-net-worth individuals and families, and Wells Fargo Advisors, providing 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., 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.
Wells Fargo Bank, N.A., offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including financial advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the financial advisor with respect to bank products and services is limited to referral and relationship management services.
About Wells Fargo
Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of all middle market companies 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. 30 on Fortune’s 2020 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.
News Release Category: WF-ERS
Vince Scanlon 336-430-9786