Financial Freedom: Mastering Debt, Investing Early, and Planning for Retirement
Release Date: 10/02/2023
Building Trust: Your Second Appointment with a Financial Advisor
The Semmax Way
Join host Matt Landon, CFP®, and guest Jordan Shinsky, CFP®, for part two of our series on financial advising. In this episode, they discuss what to expect in your second appointment with a financial advisor. They explain why a custom plan takes time and how your advisor will present it during this follow-up meeting. Matt and Jordan highlight the importance of clear communication and trust, ensuring you feel comfortable and informed. Learn about practical steps, from understanding your financial situation to making necessary adjustments. Discover how building a strong advisor-client...
info_outline
Building Trust: What to Expect in Your First Advisor Meeting
The Semmax Way
In this episode of "The Semmax Way," host Matt Landon, CFP®, and guest Jordan Shinsky, CFP®, explore the crucial first steps in financial advising. They discuss the importance of the initial consultation, often seen as an interview process where both client and advisor evaluate their potential partnership. This session is vital for setting expectations, understanding client needs, and discussing realistic financial goals. Matt and Jordan emphasize the need for clear communication and trust, ensuring clients feel comfortable and informed. They also cover practical tips for preparing for this...
info_outline
How Financial Planners Empower Your Decisions
The Semmax Way
Join Certified Financial Planners® Matt Landon, CFP®, and Kyle Leonard, CFP®, for a lively discussion on the essential benefits of working with a financial advisor. This episode translates complex financial topics into actionable advice, highlighting the importance of objective, professional guidance in efficiently achieving your financial goals. Matt and Kyle underscore the necessity of a customized approach to planning and risk and the value of emotional support and rational decision-making in financial strategy. Through engaging stories and expert insights, they explain how an advisor...
info_outline
Retire Your Way: Unique Strategies for You
The Semmax Way
Certified Financial Planners® Matt Landon, CFP®, and Kyle Leonard, CFP®, invite you to join them as they provide valuable advice on retirement planning. Going beyond the realm of investments, they delve into the importance of customizing plans to suit individual requirements, mitigating risks, and adjusting to life's inevitable fluctuations. Drawing upon Kyle's analogy of choosing a family vehicle to illustrate the process of making personal decisions, they guide listeners on aligning their financial strategies with their unique circumstances. By emphasizing trust and tailored solutions,...
info_outline
Mastering Tax Strategies the Semmax Way
The Semmax Way
Financial advisors Matt Landon, CFP®, and Michael Sellers, CFP®, explore crucial tax strategies for both business owners and individuals. From organizing expenses to leveraging unique opportunities like HSAs and 1031 exchanges, they emphasize the significance of proactive financial planning. Semmax Official Site:
info_outline
How to Budget the Semmax Way
The Semmax Way
Dive into the essentials of budgeting where financial advisors Matt Landon, CFP®, and Jordan Shinsky, CFP®, share the secrets of prioritizing savings, mastering proactive financial control, and unveiling the power of communication in partnerships. Semmax Official Site:
info_outline
How to Spot Red Flags in a Financial Advisor
The Semmax Way
Matt Landon, CFP®, delves into the crucial topic of recognizing warning signs when working with financial advisors. Drawing from his extensive experience, Landon provides invaluable insights into identifying red flags, emphasizing the significance of understanding fiduciary duty, avoiding excessive fees, and the importance of seeking a second opinion when needed. ▶︎ Still have questions? Contact us using the link to set up a 15-minute call with one of Semmax’s fiduciary advisors: ▶︎ Click the link to get your complimentary copy of our featured booklet, “Are You Preparing For...
info_outline
Understanding Estate and Gift Taxes: Key Insights and Planning Tips
The Semmax Way
Semmax Certified Financial Planner® Matt Landon, CFP®, explores the impact of gifting, from navigating tax complexities to the joy of selfless generosity. He untangles the history and purpose of estate and gift taxes, offering strategies to give wisely within legal limits. Ultimately, Landon emphasizes the power of giving beyond materialism, building a legacy through kindness that echoes long after the final bow. ▶︎ Still have questions? Contact us using the link to set up a 15-minute call with one of Semmax’s fiduciary advisors: ▶︎ Click the link to get your complimentary copy of...
info_outline
Interview with Bestselling Author Emily Guy Birken (The Five Years Before You Retire)
The Semmax Way
Renowned author Emily Guy Birken, known for bestsellers like The Five Years Before You Retire and Stacked, engages in a captivating conversation with Semmax Way host Matt Landon, CFP®. They delve into a spectrum of finance-related subjects, covering the nuances of the progressive tax code, challenges encountered by the middle class, and the crucial role of tax-efficient financial planning. This dynamic exchange is enriched by compelling insights and even humorous anecdotes from their personal experiences, creating an engaging and informative dialogue that goes beyond conventional finance...
info_outline
Little by Little: Financial Wisdom from Biblical Principles and Competitive Running
The Semmax Way
The Semmax Way podcast teaches you how to accumulate wealth gradually through consistent investments, drawing parallels between financial principles and the pleasures of running. Learn the transformative value of having a personal coach and how to prioritize life over money to achieve a fulfilling and financially savvy future. Semmax Official Site:
info_outlineIn this episode of "The Semmax Way," host Matt Landon, CFP®, and fellow Semmax advisor Jordan Shinsky, CFP®, discuss the timeless lesson that it's never too early to begin your investment journey. While exploring the intricate realm of retirement planning, they underscore the critical distinction between good and bad debt. Viewers are encouraged to grasp their current spending habits and understand how these evolve in retirement, all while delving into budgeting, estate planning, and the legacy they hope to leave behind.