Anne‑Marie Fertoli

speaker

584 appearances 31 recordings 1 series first heard Oct 2017 last heard Nov 2019

Anne‑Marie Fertoli’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · How GOP Tax Bill Could Complicate Your 2018 Paycheck · 13 Dec 2017 podcast

I'm Anne-Marie Fertoli with J.R. voice-verified

Whalen in New York. voice-verified

Is Alexa part of your life? voice-verified

Then make Your Money Matters part of your flash briefing on the Amazon Echo, the Wall Street Journal. voice-verified

Listen ambitiously. voice-verified

WSJ Your Money Briefing · How Not to Run Out of Money in Retirement · 12 Dec 2017 podcast

And respondents to the survey made it clear that they want a guaranteed income stream in retirement. matched

Who doesn't want that? matched

But they also said that the path to achieving that was sort of unclear to them. matched

To that point, the survey results that Wells Fargo Asset Management put out suggest that the industry could also do a better job in, as you say, meeting people where they're at or at least steering people toward setting appropriate goals. matched

Welcome back, everybody. matched

Frederick, what's interesting is what you found out about what's called social impact investing. matched

The survey shows that investors respond to investments that have a cause attached to them, like the environment or human rights. matched

But there's a specific breakdown in terms of who responds to that the most. matched

That's Wells Fargo Asset Management's Frederick Axeter joining us in our studio. matched

Frederick, thank you so much for being with us. matched

Thank you very much. matched

And thank you for listening to Your Money Matters. matched

I'm Anne-Marie Fertoli with J.R. matched

Whalen in New York. matched

WSJ Your Money Briefing · GOP Tax Plan: Schools Bracing for Funding Cuts · 7 Dec 2017 podcast

Michelle, we've heard a bit about SALT repeal, but not so much about its effect on schools funding. voice-verified

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