How to Budget the Semmax Way

How Financial Planners Empower Your Decisions

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

Retire Your Way: Unique Strategies for You

Certified Financial Planners™ Matt Landon and Kyle Leonard 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."

Mastering Tax Strategies 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. 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.

How to Budget the Semmax Way

Dive into the essentials of budgeting where financial advisors Matt Landon, CFP®, and Jordan Schinsky, CFP®, share the secrets of prioritizing savings, mastering proactive financial control, and unveiling the power of communication in partnerships. 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.

How to Spot Red Flags in a Financial Advisor

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.