The Semmax Way Semmax Financial Group, Inc.

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.