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Presidential Election Primer

Air Date: Sep 24, 2016

JT Taylor, chief political strategist of Hedgeye Potomac Research, provides a nonpartisan update on the presidential election campaign.


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Managing Debt

Legacy Considerations

Women and Estate Planning

Presidential Election Primer

In this week’s show, JT Taylor, chief political strategist of Hedgeye Potomac Research, provides a nonpartisan update on the presidential election campaign. Andy and Bob talk with him about the candidates’ recent successes and setbacks as well as key issues that will likely be addressed in the upcoming presidential debate on Sept. 26.

Also in this week’s show:

  • Women are three times as likely to be widowed at age 65 than men, so naturally, women need to approach estate planning differently than men do. Kelly O’Donnell, executive vice president of business operations and corporate operations and chief risk officer at Financial Engines, talks with Andy and Bob about special considerations women need to take into account when working through the estate planning process.
  • Debt doesn’t have to be like other four-letter words. Andy and Bob talk with a listener about how to manage and pay down her credit card debt.
  • Estate planning is just one piece of the puzzle when it comes to your legacy. Resolving emotional issues, particularly regret, is also important. Andy and Bob talk about how to help a loved one work through the process and how to approach it yourself.

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