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Professional Edge episodes
- Small Changes...Big Results S2
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 - Small Changes...Big Results S1
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
16 min - Love Potion No. 9 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 kids?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
16 min - Love Potion No. 9 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 kids?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min - Love Potion No. 9 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 kids?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
16 min - Love Potion No. 9 S1
Is YOUR estate plan done?
Over 50% of all individuals do not have any estate plan
Will you disinherit your kids?
Will your estate be ravaged by the "professionals" in "helping" your loved one deal with your estate because you were too busy to get your affairs in order?
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
15 min - Investing - What you need to know S4
Objectively reviewed your portfolio?
Every day, 10,000 individuals turn 65 - for another 10 years
The strategies for accumulation are different than that of income distribution in retirement.
Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?
Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice
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 - Investing - What you need to know S3
Objectively reviewed your portfolio?
Every day, 10,000 individuals turn 65 - for another 10 years
The strategies for accumulation are different than that of income distribution in retirement.
Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?
Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice
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 - Investing - What you need to know S2
Objectively reviewed your portfolio?
Every day, 10,000 individuals turn 65 - for another 10 years
The strategies for accumulation are different than that of income distribution in retirement.
Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?
Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice
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 - Investing - What you need to know S1
Objectively reviewed your portfolio?
Every day, 10,000 individuals turn 65 - for another 10 years
The strategies for accumulation are different than that of income distribution in retirement.
Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?
Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice
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
From the publisher's feed
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want to make better decisions? Information alone will not change anything, you…
have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.