Why Evaluate Your Risk S4

Why Evaluate Your Risk S4

From Professional Edge by SEAN G. TODD, Esq., M. Tax, CFP®, CPA

June 4, 2026 · 14 min · Season 2026 · Episode 20294

About this episode

The episode discusses the importance of evaluating risks in retirement planning and the benefits of integrated tax and estate planning.

Your 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 Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide. As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice? The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor…

People in this episode

Host: SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Topics covered

  • risk evaluation
  • retirement planning
  • tax planning
  • portfolio management
  • estate planning

Keywords

  • risk mitigation
  • retirement
  • tax attorney
  • portfolio management
  • estate planning

Mentioned in this episode

Organizations: Estate Management Counselors, LLC

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