• Advance Your Wealth With Homer Smith

  • Di: Homer Smith
  • Podcast
Advance Your Wealth With Homer Smith copertina

Advance Your Wealth With Homer Smith

Di: Homer Smith
  • Riassunto

  • Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
    Copyright 2024 Homer Smith
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  • Diving Deep into Human Longevity
    Apr 22 2024

    In this illuminating episode, we delve into the fascinating realm of human longevity with our esteemed guest, David Karow, President & CIO of Human Longevity, Inc. As our lifespans extend, we are faced with profound questions about how to optimize both our health and our financial well-being.

    Join us as we explore the latest advancements in longevity science and how they are reshaping our understanding of aging. From cutting-edge genetic research to innovative health interventions, we uncover the keys to living longer, healthier lives.

    But longevity isn't just about adding years to our lives—it's also about ensuring those years are filled with vitality and quality. We discuss the importance of proactive health management, personalized medicine, and preventive strategies to ward off age-related diseases and maximize wellness in our later years.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:39 - Conversations surrounding human longevity are becoming more popular

    3:24 - Welcoming David to the show and an overview on longevity planning

    7:15 - The benefits of taking a more proactive approach to your health

    10:53 - Leveraging data to make very informed health and wealth decisions

    15:38 - Longevity planning goes way beyond pills and treatment procedures

    18:22 - Areas where we need to improve our current health care system

    21:23 - How to get in touch with David and his team at Human Longevity, Inc.

    23:25 - Closing remarks


    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website

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    26 min
  • Three Key Elements of Smart Estate Planning
    Apr 1 2024

    How confident are you about what will happen to your assets—and your loved ones—after you’re gone?

    On the latest installment of Advance Your Wealth, we’re looking at a truly important topic: your estate plan and whether it’s set up to get the results you want. In particular, we’ll be focusing on three main components of an estate plan that can potentially position most families for success.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:37 - Why this topic is becoming so important among investors and families

    3:05 - The delicacy involved in estate planning efforts

    4:24 - The three key areas of estate planning

    5:23 - What makes a will a foundational piece of estate planning

    6:51 - Navigating trusts and how they can impact a family's estate planning

    9:52 - How to decide if a trust makes the most sense for you and your family

    12:36 - The fiduciary you choose to work with on your estate plan

    15:37 - Your estate plan can get out-of-date rather quickly

    17:20 - How to get in touch with Homer and his team

    19:20 - Closing remarks


    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website

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    22 min
  • Five Things the Super Rich Probably Do Better Than You
    Mar 21 2024

    When it comes to building, preserving and transferring wealth, it’s natural to look to the wealthiest among us for insights and actions we might adopt in our own efforts.

    On the latest installment of Advance Your Wealth, we’re examining five personal finance lessons from the so-called Super Rich, those with a net worth of at least $500 million. The steps they take, and don’t take, may prove illuminating as you journey down the path toward your most important financial goals.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:29 - Homer's big-picture takeaway on how the Super Rich build their wealth

    2:50 - Working with the best experts you can find

    4:24 - How to identify top-tier professionals to work with

    6:05 - Going beyond the numbers

    7:58 - Recognizing the importance of negotiation

    9:37 - Trust, but verify

    11:17 - The importance of keeping your emotions in check

    12:28 - Tips for staying logical during emotionally tough circumstances

    13:54 - How to get in touch with Homer and his team

    14:48 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website

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    17 min

Sintesi dell'editore

Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
Copyright 2024 Homer Smith

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