Professional Edge

SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • 4.7 (3)
  • INVESTING
  • UPDATED DAILY

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have 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.

  1. 12/18/2025

    The 411 for Conservative Investors S4

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  2. 12/17/2025

    The 411 for Conservative Investors S3

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  3. 12/16/2025

    The 411 for Conservative Investors S2

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  4. 12/15/2025

    The 411 for Conservative Investors S1

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  5. 10/01/2025

    Financial Observations S3

    50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly 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 Comprehensive Estate 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 Comprehensive Estate Plan. 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. 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    15 min

  6. 09/30/2025

    Financial Observations S2

    50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly 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 Comprehensive Estate 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 Comprehensive Estate Plan. 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. 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  7. 09/29/2025

    Financial Observations S1

    50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly 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 Comprehensive Estate 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 Comprehensive Estate Plan. 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. 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 2025!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min

  8. 09/25/2025

    Financial Observations S4

    50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly 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 Comprehensive Estate 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 Comprehensive Estate Plan. 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. 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. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    14 min
See All (148)

Ratings & Reviews

4.7
out of 5
3 Ratings

About

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have 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.

Information

  • Creator
    SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Years Active
    2020 - 2025
  • Episodes
    148
  • Rating
    Clean
  • Copyright
    © Copyright 2025 SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Show Website
    Professional Edge