Tag: episode_1422

Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier

November 18, 2017

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RETIREMENT EXPERT KRISTI MITCHEM: WHY FINANCIAL PLANNING MAKES MILLENNIALS AND BOOMERS HAPPIER

November 17, 2017

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

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

November 17, 2017

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

Watch the related WEALTHTRACK episode.

MITCHEM: GENDER PARITY PLEDGE

November 17, 2017

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.

Watch the related WEALTHTRACK episode.

PREMIUM: MITCHEM

November 15, 2017

FINANCIAL HAPPINESS

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

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