Episodes

  • S4 The EMC Advantage
    Oct 24 2024

    1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. 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 1-877-654-9798 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 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 - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • S3 The EMC Advantage
    Oct 23 2024

    1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. 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 1-877-654-9798 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 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 - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • s2 The EMC Advantage
    Oct 22 2024

    1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. 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 1-877-654-9798 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 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 - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • S1 The EMC Advantage
    Oct 21 2024

    1+1=3 -- that's the essence of The EMC Advantage. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning. 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 1-877-654-9798 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 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 - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • S4 Asset Protection 101
    Oct 3 2024

    Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection 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 estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. 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. This type of "simple" planning can get very expensive.

    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 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • S3 Asset Protection 101
    Oct 2 2024

    Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection 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 estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. 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. This type of "simple" planning can get very expensive.

    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 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • S2 Asset Protection 101
    Oct 1 2024

    Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection 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 estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. 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. This type of "simple" planning can get very expensive.

    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 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • S1 Asset Protection 101
    Sep 30 2024

    Asset Protection. Have you done any type of Asset Protection Planning? Think about this for a second: What if you were served with a lawsuit today? Are you prepared or are you exposed. Is all of your hard-earned assets going to be exposed? When do you need to do asset protection planning: NOW !! Before you are served with a lawsuit and it's too late. Are you sure your surviving spouse is NOT going to disinherit your kids? Who is the primary beneficiary on your 401(k): if you named your spouse - I'm telling you right now - you are not planning to protect your assets. Listen to all the podcasts to get a better understanding of the importance of asset protection planning. You don't need multiple millions of dollars to benefit from asset protection 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 estate plan. 50% of all individuals do not have an estate plan and I would venture to guess 90% have never done asset protection planning. 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. This type of "simple" planning can get very expensive.

    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 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins