Jamie Reed, Head of Affluent and Premier, and Michael Liersch, Head of Advice and Planning for Wells Fargo Bank discuss tools to organize your money, why it’s important to be flexible – even during uncertain times –and how to create habits that can support generations to come. *** This discussion was part of a Premier Client virtual event. For more information on Premier, visit: https://www.wellsfargo.com/premier/ Join the State of the Markets Monthly Roundtable with Darrell Cronk, Chief Investment Officer for Wealth & Investment Management – as mentioned in the video – where he and senior strategists discuss economic and market insights: https://www.wellsfargoadvisors.com/research-analysis/monthly-roundtable.htm Watch full episodes of The About Money Podcast on YouTube. This event focused on data from the 2025 Wells Fargo Money Study, where thousands of Americans were surveyed about their relationship with money. To learn more about how Americans feel, think, and act when it comes to money, check out the full report of findings: https://www.wellsfargo.com/moneystudy2025 To start setting, tracking, and taking steps to reach your financial goals, use LifeSync© in the Wells Fargo Mobile© app: https://www.wellsfargo.com/mobile-online-banking/lifes

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