Financial advisor Matt Landon explores target date funds, their role in retirement planning, and suggests a tailored approach for lasting financial freedom.
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.
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.
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 CFP® Matt Landon 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. 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.
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.
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
In this engaging episode of "The Semmax Way," host Matt Landon, CFP®, delves into the critical realm of realistic financial planning for a secure retirement, a topic essential for anyone looking to secure their financial future. Matt underscores the significance of comprehending your current expenses, budgeting effectively, and navigating the challenges posed by inflation on future expenses. He introduces valuable financial tools like the 4% distribution rule, annuities, and pension payouts, all aimed at bolstering your financial security in retirement. The central message is clear: assess your financial situation, forecast future needs, and adapt as needed to reach your retirement goals.
This episode also emphasizes evaluating your financial readiness, accounting for inflation, and exploring income sources such as Social Security. It encourages an ongoing journey of financial growth and advocates for sharing this knowledge to benefit others. Don't miss out on this episode that could transform your retirement planning and financial well-being!
Semmax Official Site: https://semmax.com
CPI Inflation Calculator: https://data.bls.gov/cgi-bin/cpicalc.pl
In this Semmax Way podcast episode, host Matt Landon, CFP®, welcomes guest Jason Riley, a Navy veteran and Managing Partner at Fairway Asset Management. Jason delves into critical financial topics, including alternative investments, inflation, and the pandemic's economic impacts. Their conversation underscores the importance of diversification and offers insights into sidestepping potential challenges.
Start your journey toward financial peace of mind today, at www.semmax.com.
Learn more about Fairway Asset Management: https://fairwayassetmanagement.com
Please note: Some investments discussed in this episode are categorized as Alternative Investments which are not suitable for all investors, and may only be available for accredited investors. All investment products and vehicles have risk. Returns are never guaranteed. Please consult with your adviser individually to help determine whether an alternative investment might be suitable to include in your overall plan.
In this episode of "The Semmax Way," host Matt Landon, CFP®, and fellow Semmax advisor Jordan Shinsky 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.
In this episode of "The Semax Way," host Matt Landon, CFP®, guides listeners through a comprehensive exploration of annuities as a financial tool. Using a clever analogy involving the right tool for the job, the discussion highlights the importance of choosing the appropriate annuity type, covering fixed, fixed indexed, and variable annuities. Caution is advised against variable annuities due to their higher fees and potential for lower returns. The episode emphasizes the significance of working with fiduciaries, diversifying investments, and the benefits of annuities, including risk transfer and portfolio stability. It also underscores the tax advantages of annuities, particularly for high-income individuals aiming to reduce taxable income.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io
