SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Professional Edge

Business EN ↓ Odcinki: 184

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want to make better decisions? Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.emcadvisors.com

Autor

SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Kategoria

Business

Strona podcastu

www.emcadvisors.com

Ostatni odcinek

22 paź 2026

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Odcinki

Estate Planning Essentials 4 16.01.2021 14:07

Statistics: 50% of all individuals do not have an estate plan 100% of all individuals will use an estate plan 0% chance of discovering the fountain of youth 0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman) 100% Guarantee you will use your estate plan Having completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of an...

New Year - New You....Session 3 10.01.2021 15:58

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

New Year - New You....Session 4 10.01.2021 14:34

New Year - New You....Session 2 10.01.2021 15:34

New Year - New You....Session 1 07.01.2021 14:20

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP ® , CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

If Not Now - When? 12.12.2020 13:16

It's up to you to take action - what will prompt you to take the first step. You are the only person responsible for your financial future. There is no "quick fix" to getting results. You have to do the fundamentals day after day to make a change. Take advantage of THE BUNDLE To a prosperous and happy 2021 !!

Professional Edge 03.11.2020 1:30

Introduction along with all the legal disclosures, I as a lawyer, need to share to protect you and me.

That Makes Sense: The Bundle 03.11.2020 15:01

Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice - I'm here to tell you NO they don't. This uncoordinated approach, think horse and buggy: is costing you time and money. Listen in -

The Bundle 23.10.2020 0:31

An coordinated financial / estate plan can lead to unintended consequences included disinheriting your children. If your designated beneficiary on your largest financial asset (401(k)/IRA), is not correct, you risk disinheriting your child(ren). If you are with one of those 1-800 financial firms, you are just a number to them and they are not licensed to give you tax advice. Why go through probate...