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.

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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