Professional Edge

By SEAN G. TODD, Esq., M. Tax, CFP®, CPABusiness Education Investing

Professional Edge episodes

April 14, 2021 Let's E.A.T. S4
E state Plan
A financial Plan
T ax plan
50%+ - percentage of individuals with NO estate plan
30% - What Social Security will fund of your retirement income
Tax planning is not "preparing" your taxes....
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
18 min
April 13, 2021 Let's E.A.T. S3
E state Plan
A financial Plan
T ax plan
50%+ - percentage of individuals with NO estate plan
30% - What Social Security will fund of your retirement income
Tax planning is not "preparing" your taxes....
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
18 min
April 12, 2021 Let's E.A.T S2
E state Plan
A financial Plan
T ax plan
50%+ - percentage of individuals with NO estate plan
30% - What Social Security will fund of your retirement income
Tax planning is not "preparing" your taxes....
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
18 min
April 11, 2021 Let's E.A.T. S1
E state Plan
A financial Plan
T ax plan
50%+ - percentage of individuals with NO estate plan
30% - What Social Security will fund of your retirement income
Tax planning is not "preparing" your taxes....
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
17 min
March 21, 2021 Will you disinherit your Grandchildren? S4
Is YOUR estate plan done? Is it done right?
Over 50% of all individuals do not have any estate plan
Will you disinherit your Grandchildren?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min
March 21, 2021 Will you disinherit your Grandchildren? S3
Is YOUR estate plan done? Is it done right?
Over 50% of all individuals do not have any estate plan
Will you disinherit your Grandchildren?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min
March 21, 2021 Will you disinherit your Grandchildren? S2
Is YOUR estate plan done? Is it done right?
Over 50% of all individuals do not have any estate plan
Will you disinherit your Grandchildren?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
16 min
March 21, 2021 Will you disinherit your Grandchildren? S1
Is YOUR estate plan done? Is it done right?
Over 50% of all individuals do not have any estate plan
Will you disinherit your Grandchildren?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
17 min
March 13, 2021 Small Changes...Big Results S4
Looking for the ONE silver bullet?
Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.
You might say it's expensive to work with a professional ?
How expensive is it NOT to work with a professional?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min
March 13, 2021 Small Changes...Big Results S3
Looking for the ONE silver bullet?
Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%.
You might say it's expensive to work with a professional ?
How expensive is it NOT to work with a professional?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min

About Professional Edge

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Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want to make better decisions? Information alone will not change anything, you…

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Professional Edge

Professional Edge episodes

About Professional Edge