
Professional Edge
164 episodes — Page 1 of 4
What's The Plan? S4
What's The Plan? S3
What's The Plan? S2
What's The Plan? S1

S2026 Ep 20286Investment Portfolio Concerns S4
You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20285Investment Portfolio Concerns S3
You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20284Investment Portfolio Concerns S2
You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20283Investment Portfolio Concerns S1
You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20282Stray Cats and Dogs S4
We can all admit - we procrastinate. Why? A lot of the time, we just put off doing something we know we should do. Let's work together to stop procrastinating when it comes to your financial, tax and estate planning. That old 401(k) you haven't looked at in years, what about all those different accounts you have? This is not a coordinated approach. It's time to consolidate, properly manage and streamline your life. Fully funding your Roth IRA? You still have time to fund your 2025 Roth IRA - but you cannot procrastinate as the deadline is quickly approaching.Do you have an estate plan? The kids are now fully grown, and your document was signed when they were 2 years old. I see this a lot in my practice. You might not even have an estate plan. Psst - the fountain of youth has not been discovered.What about your asset protection planning? A proactive approach beats being reactive when you are served with a lawsuit.Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address all your stray cats and dogs. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20281Stray Cats and Dogs S3
We can all admit - we procrastinate. Why? A lot of the time, we just put off doing something we know we should do. Let's work together to stop procrastinating when it comes to your financial, tax and estate planning. That old 401(k) you haven't looked at in years, what about all those different accounts you have? This is not a coordinated approach. It's time to consolidate, properly manage and streamline your life. Fully funding your Roth IRA? You still have time to fund your 2025 Roth IRA - but you cannot procrastinate as the deadline is quickly approaching. Do you have an estate plan? The kids are now fully grown, and your document was signed when they were 2 years old. I see this a lot in my practice. You might not even have an estate plan. Psst - the fountain of youth has not been discovered.What about your asset protection planning? A proactive approach beats being reactive when you are served with a lawsuit. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address all your stray cats and dogs. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20280Stray Cats and Dogs S2
We can all admit - we procrastinate. Why? A lot of the time, we just put off doing something we know we should do. Let's work together to stop procrastinating when it comes to your financial, tax and estate planning. That old 401(k) you haven't looked at in years, what about all those different accounts you have? This is not a coordinated approach. It's time to consolidate, properly manage and streamline your life. Fully funding your Roth IRA? You still have time to fund your 2025 Roth IRA - but you cannot procrastinate as the deadline is quickly approaching.Do you have an estate plan? The kids are now fully grown, and your document was signed when they were 2 years old. I see this a lot in my practice. You might not even have an estate plan. Psst - the fountain of youth has not been discovered.What about your asset protection planning? A proactive approach beats being reactive when you are served with a lawsuit.Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address all your stray cats and dogs. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20279Stray Cats and Dogs S1
We can all admit - we procrastinate. Why? A lot of the time, we just put off doing something we know we should do. Let's work together to stop procrastinating when it comes to your financial, tax and estate planning. That old 401(k) you haven't looked at in years, what about all those different accounts you have? This is not a coordinated approach. It's time to consolidate, properly manage and streamline your life. Fully funding your Roth IRA? You still have time to fund your 2025 Roth IRA - but you cannot procrastinate as the deadline is quickly approaching.Do you have an estate plan? The kids are now fully grown, and your document was signed when they were 2 years old. I see this a lot in my practice. You might not even have an estate plan. Psst - the fountain of youth has not been discovered.What about your asset protection planning? A proactive approach beats being reactive when you are served with a lawsuit.Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address all your stray cats and dogs. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20278The 411: Avoiding Probate S4
Probate....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 lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20277The 411: Avoiding Probate S3
Probate....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 lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20276The 411: Avoiding Probate S2
Probate....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 lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2026 Ep 20275The 411: Avoiding Probate S1
Probate....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 lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20274The 411 for Conservative Investors S4
You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20273The 411 for Conservative Investors S3
You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20272The 411 for Conservative Investors S2
You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20271The 411 for Conservative Investors S1
You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20270Financial Observations S3
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20269Financial Observations S2
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20268Financial Observations S1
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20271Financial Observations S4
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20267Estate Planning Do's and Don'ts S4
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20266Estate Planning Do's and Don'ts S3
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20265Estate Planning Do's and Don'ts S2
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20264Estate Planning Do's and Don'ts S1
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20263Market Dilemma S4
Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20262Market Dilemma S3
Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20261Market Dilemma S2
Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20260Market Dilemma S1
Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20259Beyond the Will: Comprehensive Estate Planning S4
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20258Beyond the Will: Comprehensive Estate Planning S3
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20257Beyond the Will: Comprehensive Estate Planning S2
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20256Beyond the Will: Comprehensive Estate Planning S1
50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20255S4 Plan Today... Enjoy Tomorrow !!
Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20254S3 Plan Today... Enjoy Tomorrow !!
Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 20252S2 Plan Today... Enjoy Tomorrow !!
Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2025 Ep 20251S1 Plan Today...Enjoy Tomorrow !!
Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202424S4 The EMC Advantage
1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202423S3 The EMC Advantage
1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202422s2 The EMC Advantage
1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202421S1 The EMC Advantage
1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 1-877-654-9798 to have a conversation to see how your planning can benefit from the EMC Advantage. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202420S4 Asset Protection 101
Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. This type of "simple" planning can get very expensive.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202419S3 Asset Protection 101
Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. This type of "simple" planning can get very expensive.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202418S2 Asset Protection 101
Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. This type of "simple" planning can get very expensive.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202417S1 Asset Protection 101
Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. This type of "simple" planning can get very expensive.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202416S4 Why A Trust?
Why a Trust? There are soooo many reasons you should consider having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from a trust. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? With a trust you can guarantee you will NOT disinherit your kids. Unfortunately, kids are being disinherited more and more by accident. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

S2024 Ep 202415S3 Why A Trust?
Why a Trust? There are soooo many reasons you should consider having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from a trust. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? With a trust you can guarantee you will NOT disinherit your kids. Unfortunately, kids are being disinherited more and more by accident. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle