About The Episode

As the COVID-19 pandemic wears on, women investors are more concerned about their finances and feel less prepared than they’ve been in years. Nearly three in four women with investable assets of $100,000 or more said the pandemic has negatively impacted their ability to retire. Ann Bair and Lori Hall present the findings from Nationwide’s sixth annual Advisor Authority study, powered by the Nationwide Retirement Institute®, reflecting the responses of more than 2,500 individual investors, advisors and financial professionals.

About Our Guest

Ann Bair is senior vice president of marketing for Nationwide Financial. Ann’s team leads all marketing activity for Nationwide Financial, including driving brand awareness, acquisition, and retention for the retirement plans, life insurance, annuities and mutual funds businesses. Ann’s team drives an integrated media plan including national advertising, targeted marketing, partnerships, digital, and sponsorships to build the Nationwide Financial brand and business.

Lori Hall is director of strategic accounts at Nationwide Financial. Lori’s team supports the growth of corporate and retirement solutions within the financial services industry. In partnership with internal and external clients, her team delivers the resources and simple, transparent, and actionable solutions to help Americans prepare for and live successfully in retirement.

Show Notes

Here is a link to the Nationwide Retirement Institute web site, where you can find more about the services and research it offers. Here is a link to the podcast with Kristi Rodriguez that was mentioned.