Hit the Bullseye: Mastering Target Date Funds for Retirement Success
In “Hit the Bullseye: Mastering Target Date Funds for Retirement Success,” we explore the concept of Target Date Funds, an investment fund that adjusts its risk profile over time to match an investor’s retirement date. Our host, Matt Landon, a licensed CFP® and Financial Advisor with Semmax Financial Group, breaks down the mechanics of these funds, discussing their pros and cons and how they align with the Semmax Way of investing.
Throughout the episode, Matt provides insights into how Target Date Funds work, their suitability for different types of investors, and the potential pitfalls to watch out for. He also discusses the importance of a holistic approach to investing, considering factors such as risk, tax implications, return rates, income opportunities, and charitable giving.
This episode is about understanding Target Date Funds and empowering you to make informed decisions about your financial future. Whether you’re a professional finance enthusiast, a high-net-worth individual, or part of a sophisticated investment group, this episode is tailor-made for you.
Listen now
Recent Episodes
Building Trust: Your Second Appointment with a Financial Advisor Join host Matt Landon, CFP®, and guest [read more]
Building Trust: What to Expect in Your First Advisor Meeting In this episode of "The Semmax Way," host [read more]
How Financial Planners Empower Your Decisions Join Certified Financial Planners® Matt Landon, CFP®, and Kyle Leonard, CFP®, [read more]
Retire Your Way: Unique Strategies For You Certified Financial Planners® Matt Landon, CFP®, and Kyle Leonard, CFP®, invite [read more]
Mastering Tax Strategies the Semmax Way Financial advisors Matt Landon, CFP®, and Michael Sellers, CFP®, explore crucial [read more]
How to Budget the Semmax Way Dive into the essentials of budgeting where financial advisors Matt Landon, [read more]
Retirement Quiz
Take the Semmax Retirement Quiz to determine if you are ready for retirement and better understand what stage you’re in on the road to retirement.
The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein.
Insurance Products guarantees are subject to the financial strength and claims‐paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.
Links are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.
