SEAN G. TODD, Esq., M. Tax, CFP®, CPA
Professional Edge
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.
Be sure to visit the podcast's website and support the creator: www.emcadvisors.com
Author
SEAN G. TODD, Esq., M. Tax, CFP®, CPA
Category
Podcast website
Latest episode
Oct 22, 2026
Where to listen?
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Episodes
Junk Drawer Resolutions - S4 20.01.2023 15:38
We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...
Junk Drawer Resolutions - S3 19.01.2023 16:01
We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...
Junk Drawer Resolutions - S2 18.01.2023 16:01
We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...
Junk Drawer Resolutions - S1 17.01.2023 15:24
We all have one: A "financial, tax and estate planning junk drawer" . Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planni...
Financially Paralyzed S4 04.11.2022 15:17
The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...
Financially Paralyzed S3 03.11.2022 14:52
The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...
Financially Paralyzed S2 01.11.2022 14:46
The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...
Financially Paralyzed S1 31.10.2022 15:19
The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...
Don't Fight the Fed - Exterminate the Inflation Critter S4 09.09.2022 13:50
Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...
Don't Fight the Fed - Exterminate the Inflation Critter S3 08.09.2022 12:29
Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...
Don't Fight the Fed - Exterminate the Inflation Critter S2 07.09.2022 13:25
Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...
Don't Fight the Fed - Exterminate the Inflation Critter S1 06.09.2022 12:22
Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...
Octopus and Inflation - What's the catch? S4 24.06.2022 16:09
What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...
Octopus and Inflation - What's the catch? S3 23.06.2022 15:37
What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...
Octopus and Inflation - What's the catch? S2 22.06.2022 15:28
What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...
Octopus and Inflation - What's the catch? S1 21.06.2022 15:10
What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...
Combat inflation - Pivot S4 23.02.2022 15:08
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Combat inflation - Pivot S3 22.02.2022 15:00
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Combat inflation - Pivot S1 21.02.2022 16:49
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Combat inflation - Pivot S2 21.02.2022 14:42
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Transform S4 24.12.2021 13:20
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Transform S3 23.12.2021 12:09
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Transform S2 22.12.2021 13:12
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Transform S1 21.12.2021 13:46
To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...
Not Completely True - Estate Planning Gotchas S4 20.11.2021 13:32
NO Estate Plan ? 50% of all individuals have NO estate plan in place How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning. Is the next spouse (surviving spouse marries) going to inherit your 401(k)? Want to make sure you avoid these "gotchas" in your estate planning Implement a testamentary trust to protect your lifetime savings Does your estate plan protect yo...
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