Episodit
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New Year's resolutions and stock market already setting 5+ record high closes. What is your investment plan for 2024? What steps have you taken to rebalance your portfolio / lock in your investment capital and some of your 2023 winnings? What will happen if the FED decreases rates in the 2nd half of 2024? Will the magnificant 7 be responsible for 80%+ of the market returns in 2024? Consumers just breached $1.1 Trillion in installment debt. 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 financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio, reduce your taxes and protect your estate?
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™
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New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - 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....better listen in as this is happening far too often. 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 you your entire 401(k).
Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.
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 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™
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Puuttuva jakso?
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New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - 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....better listen in as this is happening far too often. 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 you your entire 401(k).
Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.
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 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™
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New Year's resolutions. Really. We are already half way through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individual do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. 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 you your entire 401(k).
Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.
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 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™
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Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.
Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?
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 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 BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.
Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?
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 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 BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.
Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?
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 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 BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.
Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?
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 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 BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -
Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.
Taking advantage of THE BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -
Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If your piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.
Taking advantage of THE BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -
Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.
Taking advantage of THE BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -
Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.
Taking advantage of THE BUNDLE
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning
When, if not right now, is the impetus to take action to make sure you avoid these misses?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning
When, if not right now, is the impetus to take action to make sure you avoid these misses?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning
When, if not right now, is the impetus to take action to make sure you avoid these misses?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning
When, if not right now, is the impetus to take action to make sure you avoid these misses?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
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What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.
2022 was a terrible year for market returns:
S&P500 dropped 19.4%
NASDAQ 100 plummeted by 34.2%.
When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you?Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.
2022 was a terrible year for market returns:
S&P500 dropped 19.4%
NASDAQ 100 plummeted by 34.2%.
When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you?Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.
2022 was a terrible year for market returns:
S&P500 dropped 19.4%
NASDAQ 100 plummeted by 34.2%.
When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you?Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
-
What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.
2022 was a terrible year for market returns:
S&P500 dropped 19.4%
NASDAQ 100 plummeted by 34.2%.
When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?
50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you?Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.
Not sure what the next step should be?
Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE
- Näytä enemmän
