Episode 2022

Octopus and Inflation - What's the catch? S2

Published on: 22nd June, 2022

What does an Octopus have to do with Inflation?

  1. Inflation Adjustments
  2. Bonds
  3. Preferred Stocks
  4. Equities
  5. Create a Tax Asset
  6. Is now the time to make a gift
  7. Sequence of Return Risk
  8. Emotional Reaction

Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning?

Taking advantage of THE BUNDLE

To a prosperous and happy 2022!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

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About the Podcast

Professional Edge
Investment Tax Legal Strategies from a Tax Attorney, CFP®, CPA
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.

About your host

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SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.