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 […]
Building Trust: Your Second Appointment with a Financial Advisor Read More »
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
Building Trust: What to Expect in Your First Advisor Meeting Read More »
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
How Financial Planners Empower Your Decisions Read More »
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
Retire Your Way: Unique Strategies For You Read More »
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
Mastering Tax Strategies the Semmax Way Read More »
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
How to Budget the Semmax Way Read More »
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,
How to Spot Red Flags in a Financial Advisor Read More »
Semmax 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
Understanding Estate and Gift Taxes: Key Insights and Planning Tips Read More »
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
Interview with Bestselling Author Emily Guy Birken (The Five Years Before You Retire) Read More »
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
Demystifying Retirement Planning: Tools and Strategies for a Secure Financial Future Read More »