• It's 2024 - What's the Plan S2

  • Feb 14 2024
  • Length: 15 mins
  • Podcast
It's 2024 - What's the Plan S2 cover art

It's 2024 - What's the Plan S2

Listen for free

View show details

  • Summary

  • New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - 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. Will you inadvertently disinherit your children....better listen in as this is happening far too often. 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 you your entire 401(k).

    Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.

    Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated 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 - done: The Logical Plan™
    Show More Show Less
Show More Show Less

What listeners say about It's 2024 - What's the Plan S2

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available