/ Podcast

Meat & Potatoes: Jeff McClean Wealth Advisor for the Private Bank of Wells Fargo

In this episode we are joined by Jeff McClean who is Wealth Advisor for the Private Bank of Wells Fargo. He shares some amazing insights on financial, tax, and estate planning and why it is important for entrepreneurs to get it all squared away in the beginning instead of the end. Some depressing numbers are shared regarding the estate tax. Lastly, he shares some stories of how bad things can go for families and individuals who do not properly plan out their financial future.