PREMIUM: MITCHEM

FINANCIAL HAPPINESS

Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness.

WEALTHTRACK Episode #1422; Originally Broadcast on November 17, 2017

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Millennials, Money and the Happiness Factor Report   [.pdf]

Paradigm for Parity

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KRISTI MITCHEM

• CEO,
• Wells Fargo Asset Management

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TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”:

• Having enough money to save for future needs
• Saving enough for retirement
• Feeling in control of your financial life
• Taking an active role in setting and achieving goals for your financial life
• Able to pay monthly expenses

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STRUCTURAL ALPHA

Consider Closed-End Funds

• Trade at a discount
• Available in stocks and bonds
• Match with your risk tolerance

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GENDER PARITY PLEDGE

At last count, 32 women were CEOs of a Fortune 500 company. Why so few? Kristi Mitchem, CEO of Wells Fargo Asset Management is on a mission to increase those numbers and has joined with other top women executives to overcome the obstacles.