By SEAN G. TODD, Esq., M. Tax, CFP®, CPA
4.7
33 ratings
The podcast currently has 117 episodes available.
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. 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? It is actually happening more and more. 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 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making.
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. 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? It is actually happening more and more. 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 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making.
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. 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? It is actually happening more and more. 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 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making.
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®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. 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? It is actually happening more and more. 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 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making.
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: click here The Logical Plan™
To a prosperous and happy 2024!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle
Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.
Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial 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®, CPA
P.S. Your tax, estate and financial plan - done: The Logical Plan™
The podcast currently has 117 episodes available.