Wells Fargo is making headlines for all the wrong reasons and it’s got some customers are thinking twice. Here’s what people need to know before changing banks.




New Focus on Wealth with Chad Burton show

Summary: Wells Fargo seems to be so plagued by problems lately that a client called me asking if they should pull their money out. Today I discuss the problematic news surrounding the banking giant and what clients should concern themselves with. Other topics: • Trump’s trade wars • Longevity issues • Withstanding market fluctuations in retirement • Millennial retirement planning • Old 401k plans with after-tax contributions, Backdoor Roth IRA and Mega Backdoor Roth IRA