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.
Professional Edge
Claim This Podcastby SEAN G. TODD, Esq., M. Tax, CFP®, CPA
4.8(4 reviews)
168 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
47
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality70
Social0
YouTube0
Engagement60
Podcast Overview
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.
Language
🇺🇲
Publishing Since
10/23/2020
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47
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality70
Social0
YouTube0
Engagement60
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
15 minutes
Performing excellently!
good
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Every 12 days
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needs improvement
Show Notes Quality
2.0/5
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Recent Episodes
June 4, 2026
Why Evaluate Your Risk S4
<p>Your safe and secure retirement is <u>your</u> responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide.</p><p>As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice?</p><p>The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple.</p><p>Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. 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.</p><p>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 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.</p><p>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.</p><p>A unique offering we are providing to our listeners: <a href="https://www.seangtodd.com/" rel="noopener noreferrer" target="_blank">The Logical Plan™</a></p><p>To a prosperous and happy 2026!!</p><p>Sean G. Todd, Esq., M. Tax, CFP®, CPA</p><p>P.S. Your tax, estate and financial plan - uniquely coordinated: click here <u><a href="https://emcthebundle/" rel="noopener noreferrer" target="_blank">EMC The Bundle</a></u></p>
June 3, 2026
Why Evaluate Your Risk S3
Host Sean G. Todd, Esq., M. Tax, CFP®, CPA, interviews industry experts on mitigating financial risks and integrating tax and estate planning for a secure retirement.
June 2, 2026
Why Evaluate Your Risk S2
Tax Attorney/CPA Sean G. Todd, Esq., M. Tax, CFP®, CPA explains how to identify and mitigate significant financial risks in retirement planning.
168 total episodes available
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Frequently asked questions
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- What is Professional Edge?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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