About this podcast
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.
Episodes
The newest 20 of 184 episodes
- Wealth Alignment™ - Risk Analysis S4 · 14 min · Season 2026 Episode 20310Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Risk Analysis S3 · 14 min · Season 2026 Episode 20309Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Risk Analysis S2 · 14 min · Season 2026 Episode 20308Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Risk Analysis S1 · 14 min · Season 2026 Episode 20307Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Investment Portfolio S4 · 15 min · Season 2026 Episode 20306Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Investment Portfolio S3 · 15 min · Season 2026 Episode 20305Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Investment Portfolio S2 · 15 min · Season 2026 Episode 20304Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Investment Portfolio S1 · 14 min · Season 2026 Episode 20303Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Wealth Alignment™ - Estate Planning S4 · 15 min · Season 2026 Episode 20302No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a…
- Wealth Alignment™ - Estate Planning S3 · 13 min · Season 2026 Episode 20301No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a…
- Wealth Alignment™ - Estate Planning S2 · 14 min · Season 2026 Episode 20300No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a…
- Wealth Alignment™ - Estate Planning S1 · 13 min · Season 2026 Episode 20299No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a…
- Wealth Alignment™ S4 · 14 min · Season 2026 Episode 20298Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or…
- Wealth Alignment™ S3 · 14 min · Season 2026 Episode 20297Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or…
- Wealth Alignment™ S2 · 14 min · Season 2026 Episode 20296Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or…
- Wealth Alignment™ S1 · 14 min · Season 2026 Episode 20295Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or…
- Why Evaluate Your Risk S4 · 14 min · Season 2026 Episode 20294Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Why Evaluate Your Risk S3 · 14 min · Season 2026 Episode 20293Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Why Evaluate Your Risk S2 · 13 min · Season 2026 Episode 20292Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
- Why Evaluate Your Risk S1 · 14 min · Season 2026 Episode 20291Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the…
