Listen "Transform S4"
Episode Synopsis
To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE
More episodes of the podcast Professional Edge
The 411 for Conservative Investors S4
18/12/2025
The 411 for Conservative Investors S3
17/12/2025
The 411 for Conservative Investors S2
16/12/2025
The 411 for Conservative Investors S1
15/12/2025
Financial Observations S3
01/10/2025
Financial Observations S2
30/09/2025
Financial Observations S1
29/09/2025
Financial Observations S4
25/09/2025
Estate Planning Do's and Don'ts S4
08/05/2025
Estate Planning Do's and Don'ts S3
07/05/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.