In this episode, CEO Matt Landon, CFP® of Semmax Financial Group, sits down with Phil Bastron, Senior Philanthropic Advisor at the Winston-Salem Foundation, to explore what it truly means to give while you live.

Together, they dive into practical strategies for intentional giving, how to create a lasting community impact, maximize tax benefits, and ensure your charitable dollars are aligned with your values both during your lifetime and beyond.

You'll learn:

• The difference between reactive and intentional giving

• How tools like donor-advised funds, designated funds, and field of interest funds work

• Smart ways to integrate charitable planning into your estate and tax strategy

• Why "giving while living" lets you see the real impact of your generosity

Whether you're planning your legacy or just starting to think about giving back, this episode offers valuable insight into how philanthropy can be both personally fulfilling and financially wise.

Matt Landon, CFP®, and CEO of Semmax Financial Group, shares a candid look at what makes Semmax unique, from its Greensboro roots to its nationwide reach. He walks through the firm's 20-year evolution, its fiduciary foundation, and why it is important for Semmax to have financial advisors which hold the CFP® designation. Matt explains how technology, teamwork, and a human-first approach come together to simplify clients' lives so they can focus on what truly matters. He also talks about Semmax's holistic philosophy, spanning tax and estate planning to investment strategy and legacy design, all built on one core belief: clients deserve to worry less about their money and more about living the life they've worked hard to create.

Call us today: 336-856-0080

Visit our website: https://semmax.com

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.

Past performance is not a guarantee of future results. All investments include some risk, including loss of principal.

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 appointment with a financial advisor. They explain why a custom plan takes time and how your advisor will present it during this follow-up meeting. Matt and Jordan highlight the importance of clear communication and trust, ensuring you feel comfortable and informed. Learn about practical steps, from understanding your financial situation to making necessary adjustments. Discover how building a strong advisor-client relationship is key to achieving your financial goals.

For more information or to schedule a 15-minute consultation, visit semmax.com/contact-us.

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