Shows
Professional EdgeThe 411: Avoiding Probate S3Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most...
2026-02-1814 minProfessional EdgeThe 411: Avoiding Probate S2Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most...
2026-02-1714 minProfessional EdgeThe 411: Avoiding Probate S1Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most...
2026-02-1613 minProfessional EdgeInvestment Tax Strategies S3Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients...
2023-07-1213 minProfessional EdgeInvestment Tax Strategies S2Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients...
2023-07-1115 minProfessional EdgeInvestment Tax Strategies S1Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients...
2023-07-1015 minProfessional EdgeRetirement Flight S4You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it...
2023-06-2212 minProfessional EdgeRetirement Flight S3You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it...
2023-06-2114 minProfessional EdgeRetirement Flight S2You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it...
2023-06-2015 minProfessional EdgeRetirement Flight S1You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it...
2023-06-1914 minProfessional EdgeEstate Planning Misses S4Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now...
2023-03-0914 minProfessional EdgeEstate Planning Misses S3Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now...
2023-03-0815 minProfessional EdgeEstate Planning Misses S2Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now...
2023-03-0715 minProfessional EdgeEstate Planning Misses S1Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now...
2023-03-0614 minProfessional EdgeGolden Ticket S4What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it...
2023-02-0216 minProfessional EdgeGolden Ticket S3What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it...
2023-02-0116 minProfessional EdgeGolden Ticket S2What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it...
2023-01-3116 minProfessional EdgeGolden Ticket S1What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it...
2023-01-3016 minProfessional EdgeJunk Drawer Resolutions - S4We 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 planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial...
2023-01-2015 minProfessional EdgeJunk Drawer Resolutions - S3We 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 planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial...
2023-01-1916 minProfessional EdgeJunk Drawer Resolutions - S2We 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 planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial...
2023-01-1816 minProfessional EdgeJunk Drawer Resolutions - S1We 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 planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial...
2023-01-1715 minProfessional EdgeFinancially Paralyzed S4The 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 certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it...
2022-11-0415 minProfessional EdgeFinancially Paralyzed S3The 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 certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it...
2022-11-0314 minProfessional EdgeFinancially Paralyzed S2The 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 certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it...
2022-11-0114 minProfessional EdgeFinancially Paralyzed S1The 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 certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it...
2022-10-3115 minProfessional EdgeDon't Fight the Fed - Exterminate the Inflation Critter S4Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many...
2022-09-0913 minProfessional EdgeDon't Fight the Fed - Exterminate the Inflation Critter S3Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many...
2022-09-0812 minProfessional EdgeDon't Fight the Fed - Exterminate the Inflation Critter S2Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many...
2022-09-0713 minProfessional EdgeDon't Fight the Fed - Exterminate the Inflation Critter S1Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many...
2022-09-0612 minProfessional EdgeOctopus and Inflation - What's the catch? S4What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave 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, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2022-06-2416 minProfessional EdgeOctopus and Inflation - What's the catch? S3What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave 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, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2022-06-2315 minProfessional EdgeOctopus and Inflation - What's the catch? S2What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave 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, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2022-06-2215 minProfessional EdgeOctopus and Inflation - What's the catch? S1What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave 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, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2022-06-2115 minProfessional EdgeCombat inflation - Pivot S4To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2022-02-2315 minProfessional EdgeCombat inflation - Pivot S3To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2022-02-2215 minProfessional EdgeCombat inflation - Pivot S1To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2022-02-2116 minProfessional EdgeCombat inflation - Pivot S2To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2022-02-2114 minProfessional EdgeTransform S4To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-12-2413 minProfessional EdgeTransform S3To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-12-2312 minProfessional EdgeTransform S2To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-12-2213 minProfessional EdgeTransform S1To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-12-2113 minProfessional EdgeNot Completely True - Estate Planning Gotchas S4NO Estate Plan ? 50% of all individuals have NO estate plan in placeHow 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 planningImplement a testamentary trust to protect your lifetime savings Does your estate plan protect your kids from their creditors?Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest...
2021-11-2013 minProfessional EdgeNot Completely True - Estate Planning Gotchas S3NO Estate Plan ?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 planningImplement a testamentary trust to protect your lifetime savings Does your estate plan protect your kids from their creditors?Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your...
2021-11-1813 minProfessional EdgeNot Completely True - Estate Planning Gotchas S2NO Estate Plan ?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 planningImplement a testamentary trust to protect your lifetime savings Does your estate plan protect your kids from their creditors?Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your...
2021-11-1613 minProfessional EdgeNot Completely True - Estate Planning GotchasWhat is the next step you should take?Where do I even begin - by taking the first stepIf you have no estate plan or one that is 5 years oldWant to make sure you avoid these "gotchas" in your estate planningImplement a testamentary trust to protect your lifetime savingsHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done...
2021-11-1412 minProfessional EdgeSteps to Take S4What is the next step you should take?Where do I even begin - by taking the first stepIf you have no estate plan or one that is 5 years oldInstall a liability protection fence around your rental propertyImplement a testamentary trust to protect your lifetime savingsHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-06-2616 minProfessional EdgeSteps to Take S3What is the next step you should take?Where do I even begin - by taking the first stepIf you have no estate plan or one that is 5 years oldInstall a liability protection fence around your rental propertyImplement a testamentary trust to protect your lifetime savingsHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-06-2516 minProfessional EdgeSteps to Take S2What is the next step you should take?Where do I even begin - by taking the first stepIf you have no estate plan or one that is 5 years oldInstall a liability protection fence around your rental propertyImplement a testamentary trust to protect your lifetime savingsHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-06-2416 minProfessional EdgeSteps to Take S1What is the next step you should take?Where do I even begin - by taking the first stepIf you have no estate plan or one that is 5 years oldInstall a liability protection fence around your rental propertyImplement a testamentary trust to protect your lifetime savingsHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times...
2021-06-2116 minProfessional EdgeW.I.I.F.M. S4What's In It For Me (W.I.I.F.M.)?Why should you spend your time planning - what's the benefitHow do I benefit from my estate planImplement tax strategies and keep more hard-earned money in your pocketkeeping your future ex son/daughter-in-law from getting your estateHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You - Taking advantage of THE BUNDLE To a prosperous and happy 2021!!
2021-06-0616 minProfessional EdgeW.I.I.F.M. S3What's In It For Me (W.I.I.F.M.)?Why should you spend your time planning - what's the benefitHow do I benefit from my estate planImplement tax strategies and keep more hard-earned money in your pocketkeeping your future ex son/daughter-in-law from getting your estateHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You - Taking advantage of THE BUNDLE To a prosperous and happy 2021!!
2021-06-0417 minProfessional EdgeW.I.I.F.M. S2What's In It For Me (W.I.I.F.M.)?Why should you spend your time planning - what's the benefitHow do I benefit from my estate planImplement tax strategies and keep more hard-earned money in your pocketkeeping your future ex son/daughter-in-law from getting your estateHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You - Taking advantage of THE BUNDLE To a prosperous and happy 2021!!
2021-06-0216 minProfessional EdgeW.I.I.F.M. S1What's In It For Me (W.I.I.F.M.)?Why should you spend your time planning - what's the benefitHow do I benefit from my estate planImplement tax strategies and keep more hard-earned money in your pocketkeeping your future ex son/daughter-in-law from getting your estateHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You - Taking advantage of THE BUNDLE To a prosperous and happy 2021!!
2021-05-3116 minProfessional EdgeProtect Your Assets - It's not what you think S4Protecting Your Assets is MORE than just liability protection.... it'sprotecting your investment capitalnot overpaying your taxesprotecting your 401(k)/IRA from being inherited by a future new spousekeeping your future ex son/daughter-in-law from getting your estateHave you honestly done ANY asset protection planning? Call your 1-800 investment firm and ask them to help you with asset protection planning....listen for the pause... you immediately know, they are not licensed to give you this advice but you need this advice.... get this advice plus more by.... Taking advantage of THE BUNDLE ...
2021-04-2416 minProfessional EdgeProtect Your Assets - It's not what you think S3Protecting Your Assets is MORE than just liability protection.... it'sprotecting your investment capitalnot overpaying your taxesprotecting your 401(k)/IRA from being inherited by a future new spousekeeping your future ex son/daughter-in-law from getting your estateHave you honestly done ANY asset protection planning? Call your 1-800 investment firm and ask them to help you with asset protection planning....listen for the pause... you immediately know, they are not licensed to give you this advice but you need this advice.... get this advice plus more by.... Taking advantage of THE BUNDLE ...
2021-04-2315 minProfessional EdgeProtect Your Assets - It's not what you think S2Protecting Your Assets is MORE than just liability protection.... it'sprotecting your investment capitalnot overpaying your taxesprotecting your 401(k)/IRA from being inherited by a future new spousekeeping your future ex son/daughter-in-law from getting your estateHave you honestly done ANY asset protection planning? Call your 1-800 investment firm and ask them to help you with asset protection planning....listen for the pause... you immediately know, they are not licensed to give you this advice but you need this advice.... get this advice plus more by.... Taking advantage of THE BUNDLE ...
2021-04-2215 minProfessional EdgeProtect Your Assets - It's not what you think S1Protecting Your Assets is MORE than just liability protection.... it'sprotecting your investment capitalnot overpaying your taxesprotecting your 401(k)/IRA from being inherited by a future new spousekeeping your future ex son/daughter-in-law from getting your estateHave you honestly done ANY asset protection planning? Call your 1-800 investment firm and ask them to help you with asset protection planning....listen for the pause... you immediately know, they are not licensed to give you this advice but you need this advice.... get this advice plus more by.... Taking advantage of THE BUNDLE ...
2021-04-2116 minProfessional EdgeWhen to Plan? S4Why do you spend more time planning your vacation than planning for your retirement? You don't plan to fail -- you just fail to plan .... stop right now and Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1916 minProfessional EdgeWhen to Plan? S3Why do you spend more time planning your vacation than planning for your retirement? You don't plan to fail -- you just fail to plan .... stop right now and Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1816 minProfessional EdgeWhen to Plan? S2Why do you spend more time planning your vacation than planning for your retirement? You don't plan to fail -- you just fail to plan .... stop right now and Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1716 minProfessional EdgeWhen to Plan? S1Why do you spend more time planning your vacation than planning for your retirement? You don't plan to fail -- you just fail to plan .... stop right now and Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1615 minProfessional EdgeLet's E.A.T. S4E state PlanA financial PlanT ax plan50%+ - percentage of individuals with NO estate plan30% - What Social Security will fund of your retirement incomeTax planning is not "preparing" your taxes.... Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1417 minProfessional EdgeLet's E.A.T. S3E state PlanA financial PlanT ax plan50%+ - percentage of individuals with NO estate plan30% - What Social Security will fund of your retirement incomeTax planning is not "preparing" your taxes.... Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1317 minProfessional EdgeLet's E.A.T S2E state PlanA financial PlanT ax plan50%+ - percentage of individuals with NO estate plan30% - What Social Security will fund of your retirement incomeTax planning is not "preparing" your taxes.... Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1217 minProfessional EdgeLet's E.A.T. S1E state PlanA financial PlanT ax plan50%+ - percentage of individuals with NO estate plan30% - What Social Security will fund of your retirement incomeTax planning is not "preparing" your taxes.... Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-04-1116 minProfessional EdgeWill you disinherit your Grandchildren? S1Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your Grandchildren?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-2116 minProfessional EdgeWill you disinherit your Grandchildren? S3Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your Grandchildren?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-2114 minProfessional EdgeWill you disinherit your Grandchildren? S4Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your Grandchildren?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-2114 minProfessional EdgeWill you disinherit your Grandchildren? S2Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your Grandchildren?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-2115 minProfessional EdgeSmall Changes...Big Results S3Looking for the ONE silver bullet? Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.You might say it's expensive to work with a professional ? How expensive is it NOT to work with a professional? Take advantage of THE BUNDLE 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
2021-03-1314 minProfessional EdgeSmall Changes...Big Results S2Looking for the ONE silver bullet? Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.You might say it's expensive to work with a professional ? How expensive is it NOT to work with a professional? Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-1314 minProfessional EdgeSmall Changes...Big Results S4Looking for the ONE silver bullet? Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.You might say it's expensive to work with a professional ? How expensive is it NOT to work with a professional? Take advantage of THE BUNDLE To a prosperous and happy 2021!! Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-1315 minProfessional EdgeSmall Changes...Big Results S1Looking for the ONE silver bullet? Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.You might say it's expensive to work with a professional ? How expensive is it NOT to work with a professional? Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-1315 minProfessional EdgeLove Potion No. 9 S2Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your kids?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-0415 minProfessional EdgeLove Potion No. 9 S4Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your kids?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-0416 minProfessional EdgeLove Potion No. 9 S1Is YOUR estate plan done? Over 50% of all individuals do not have any estate planWill you disinherit your kids?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-0415 minProfessional EdgeLove Potion No. 9 S3Is YOUR estate plan done? Is it done right? Over 50% of all individuals do not have any estate planWill you disinherit your kids?Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-03-0414 minProfessional EdgeInvesting - What you need to know S1Objectively reviewed your portfolio?Every day, 10,000 individuals turn 65 - for another 10 yearsThe strategies for accumulation are different than that of income distribution in retirement.Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker? Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Y...
2021-02-0614 minProfessional EdgeInvesting - What you need to know S2Objectively reviewed your portfolio?Every day, 10,000 individuals turn 65 - for another 10 yearsThe strategies for accumulation are different than that of income distribution in retirement.Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker? Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Y...
2021-02-0614 minProfessional EdgeInvesting - What you need to know S4Objectively reviewed your portfolio?Every day, 10,000 individuals turn 65 - for another 10 yearsThe strategies for accumulation are different than that of income distribution in retirement.Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker? Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Y...
2021-02-0614 minProfessional EdgeInvesting - What you need to know S3Objectively reviewed your portfolio?Every day, 10,000 individuals turn 65 - for another 10 yearsThe strategies for accumulation are different than that of income distribution in retirement.Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker? Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Y...
2021-02-0614 minProfessional EdgeIs Now the Time to Pivot? Session 4Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsAre you working with an Advisor or a security salesman?Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial p...
2021-01-3014 minProfessional EdgeIs Now the Time to Pivot? Session 1Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsAre you working with an Advisor or a security salesman?Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial p...
2021-01-3014 minProfessional EdgeIs Now the Time to Pivot? Session 2Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsAre you working with an Advisor or a security salesman?Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial p...
2021-01-3014 minProfessional EdgeIs Now the Time to Pivot? Session 3Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsAre you working with an Advisor or a security salesman?Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial p...
2021-01-3014 minProfessional EdgeDeciding To Work with an RIA - 4Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsThere is a reason the "rich" work with advisors and not security salesmenDo you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, e...
2021-01-2315 minProfessional EdgeDeciding To Work with an RIA - 2Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsThere is a reason the "rich" work with advisors and not security salesmenDo you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, e...
2021-01-2314 minProfessional EdgeDeciding To Work with an RIA - 1Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsThere is a reason the "rich" work with advisors and not security salesmenDo you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is the only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, e...
2021-01-2314 minProfessional EdgeDeciding To Work with an RIA - 3Statistics:Every day, 10,000 individuals turn 65 - for another 10 yearsThere is a reason the "rich" work with advisors and not security salesmenDo you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receiveProfessional "in the client's best interest" counsel and advice - then working with an RIA is your only choiceTake advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, e...
2021-01-2315 minProfessional EdgeEstate Planning Essentials 2Statistics:50% of all individuals do not have an estate plan100% of all individuals will use an estate plan0% chance of discovering the fountain of youth0% 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 planHaving completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anxiety later.Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean...
2021-01-1613 minProfessional EdgeEstate Planning Essentials 1Statistics:50% of all individuals do not have any estate plan100% of all individuals will use an estate plan0% chance of discovering the fountain of youth0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman)100% Guarantee you will use an estate planHaving completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anxiety later.Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean...
2021-01-1613 minProfessional EdgeEstate Planning Essentials 3Statistics:50% of all individuals do not have an estate plan100% of all individuals will use an estate plan0% chance of discovering the fountain of youth0% 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 planHaving completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anxiety later.Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean...
2021-01-1614 minProfessional EdgeEstate Planning Essentials 4Statistics:50% of all individuals do not have an estate plan100% of all individuals will use an estate plan0% chance of discovering the fountain of youth0% 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 planHaving completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anxiety later.Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean...
2021-01-1614 minProfessional EdgeNew Year - New You....Session 4Do 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®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-01-1014 minProfessional EdgeNew Year - New You....Session 3Do 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®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-01-1015 minProfessional EdgeNew Year - New You....Session 2Do 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®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-01-1015 minProfessional EdgeNew Year - New You....Session 1Do 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®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
2021-01-0714 min
How to be Unpopular#181 - Sean Kelso, Todd McInerneySean talks to Todd about KCMO, Majestic 12s, never being as good as Colin, watching everything, getting fired from Xsjado and so much more! Guests:Sean Kelso,Todd McInerney
2014-05-193h 11How to be Unpopular#71 - Sean Cullen,Todd McInerneyA phone conversation between Sean Cullen and Todd. Guests:Sean Cullen,Todd McInerney
2012-02-041h 58