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 relationship is key to achieving your financial goals.

For more information or to schedule a 15-minute consultation, visit semmax.com/contact-us.

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 meeting, such as what documents to bring and how to approach financial discussions, making it clear that finding the right advisor is about more than just numbers—it's about building a relationship that can adapt to life’s changes.

Semmax Official Site: https://semmax.com

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 helps manage emotions tied to financial decisions, ensuring that your plans adapt to life's inevitable changes. Whether discussing market dynamics or the nuances of financial planning, their conversation equips you with the tools to handle your financial future with informed, strategic decisions confidently.

Semmax Official Site: https://semmax.com

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, this conversation empowers listeners to confidently navigate their financial futures, following "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: https://semmax.com

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: https://semmax.com

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: https://semmax.com/contact-us/

▶︎ Click the link to get your complimentary copy of our featured booklet, “Are You Preparing For Rising Taxes?”: https://semmax.com/free-booklet/

▶︎ Disclosure: These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc. 

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: https://semmax.com/contact-us/

▶︎ Click the link to get your complimentary copy of our featured booklet, “Are You Preparing For Rising Taxes?”: https://semmax.com/free-booklet/

▶︎ Disclosure: These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc. 

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 discussions. 

Visit Emily Guy Birken's official website at www.emilyguybirken.com.

Semmax Official Site: https://semmax.com

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: https://semmax.com