As the year comes to a close, Matt Landon, CFP®, Semmax CEO, encourages a thoughtful pause to reflect on where you have been financially and where you are headed next. This conversation focuses on reviewing the past year with clarity, identifying opportunities to simplify and align your finances, and making intentional decisions around investments, taxes, charitable giving, and long-term planning. Matt shares practical guidance on reducing complexity, adjusting to change, and building habits that support both financial confidence and peace of mind. The message is clear: a well-aligned plan should help you focus more on living your life and less on worrying about your money.

📞 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.

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.