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Podcast

Unraveling the Latest in Politics, Retirement, and Social Security

June 21, 2023 Admin

Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025.

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About The Exceptional Advisor

The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.