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 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. APR 23

    What's The Plan? S4

    Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. 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. 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. 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 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. APR 22

    What's The Plan? S3

    Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. 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. 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. 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 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. APR 21

    What's The Plan? S2

    Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. 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. 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. 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 2026!! 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

  4. APR 20

    What's The Plan? S1

    Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. 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. 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. 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 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    13 min

  5. MAR 19

    Investment Portfolio Concerns S4

    You don't know what you don't know. 2023, 2024 and again 2025 provided double digit 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 is considering 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

    15 min

  6. MAR 18

    Investment Portfolio Concerns S3

    You don't know what you don't know. 2023, 2024 and again 2025 provided double digit 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 is considering 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

    15 min

  7. MAR 17

    Investment Portfolio Concerns S2

    You don't know what you don't know. 2023, 2024 and again 2025 provided double digit 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 is considering 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

    15 min

  8. MAR 16

    Investment Portfolio Concerns S1

    You don't know what you don't know. 2023, 2024 and again 2025 provided double digit 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 is considering 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
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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 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 - 2026
  • Episodes
    164
  • Rating
    Clean
  • Copyright
    © Copyright 2026 SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Show Website
    Professional Edge