80. Jeff Bush: How the Next Election Could Affect Advisors

We’re taught in sales to never discuss two things: religion or politics. But, if you’re a financial advisor, failing to cover the implications of the latter with your clients could prove perilous.

Jeff Bush, principal of nonpartisan group The Washington Update and a former 30-plus-year financial professional, joins us to discuss how the upcoming presidential election might affect retirements and the world of financial planning. Listen and you’ll also learn:

• Why the markets prefer split-power scenarios in Washington
• Why tax reform and Social Security reform have a hand-in-glove dynamic
• Three opportunities every advisor should explore with clients ahead of the 2024 election

If your goal is to create plans you’re proud to endorse, then you won’t want to miss this episode!