Stray Cats and Dogs S3
From Professional Edge by SEAN G. TODD, Esq., M. Tax, CFP®, CPA
March 4, 2026 · 14 min · Season 2026 · Episode 20281
About this episode
This episode discusses the importance of addressing procrastination in financial, tax, and estate planning.
We can all admit - we procrastinate. Why? A lot of the time, we just put off doing something we know we should do. Let's work together to stop procrastinating when it comes to your financial, tax and estate planning. That old 401(k) you haven't looked at in years, what about all those different accounts you have? This is not a coordinated approach. It's time to consolidate, properly manage and streamline your life. Fully funding your Roth IRA? You still have time to fund your 2025 Roth IRA - but you cannot procrastinate as the deadline is quickly approaching. Do you have an estate plan? The kids are now fully grown, and your document was signed when they were 2 years old. I see this a lot in my practice. You might not even have an estate plan. Psst - the fountain of youth has not been discovered. What about your asset protection planning? A proactive approach beats being reactive when you are served with a lawsuit. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address all your stray cats and dogs. Call 404-250-9798 today to schedule your initial free consultation. Estate Management Counselors, LLC…
People in this episode
Host: SEAN G. TODD, Esq., M. Tax, CFP®, CPA
Topics covered
- procrastination
- financial planning
- tax planning
- estate planning
- asset protection
Keywords
- procrastination
- financial planning
- tax planning
- estate planning
- Roth IRA
- asset protection
Mentioned in this episode
Organizations: Estate Management Counselors, LLC, Estate Management Counselors
Places: 404-250-9798
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