הפודקאסטים הטובים ביותר ב-Homer Smith (2024)

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Three Key Elements of Smart Estate Planning 21:31

18d ago21:31

21:31

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 pote…

1
Five Things the Super Rich Probably Do Better Than You 17:02

29d ago17:02

17:02

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…

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What Type of Buyer Should You Sell Your Company To? 18:51

2M ago18:51

18:51

If you’re an entrepreneur, the idea of selling your business may have crossed your mind more than once. If you ultimately decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. It’s a good idea to consider which type of buyer is the right one for you and your company. On the latest episode of Advanc…

1
Navigating Life's Transitions as a Business Owner 16:51

2M ago16:51

16:51

Life is full of transitions. Plain and simple. However, one of the biggest transitions a business owner can make in their lifetime is the transition out of their business. In many instances, they've worked decades to build up this business and there are a variety of personal, financial, and emotional considerations at play. In the latest episode of…

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Analyzing the Tax Benefits of an ESOP 19:02

3M ago19:02

19:02

Many business owners are always looking to motivate their employees, generate better results and save themselves some taxes. On a prior episode, we discussed a retirement plan and succession tool called an employee stock ownership plan, or ESOP. In today's discussion, we're diving deep into the tax considerations for business owners when utilizing …

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Advance Your Wealth - Five Ways to Ease the Tax Bite When Selling Your Business 27:21

4M ago27:21

27:21

Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale. On the latest installment of Advance Your Wealth, we’re looking at five ways business owners who sell their companies might mitigate taxes. Let’s dive in! Ch…

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Advance Your Wealth - The 7 Self-Development Lessons You Never Learned in School 31:10

5M ago31:10

31:10

Growing up is hard, especially in today's day and age. But when you add financial challenges, like the transfer of significant wealth from an older generation to their heirs, life can become overwhelming for today's youth. On the latest episode of Advance Your Wealth, we sit down with Barry Garapedian, the visionary Founder & CEO of Mag 7 Consultin…

1
Advance Your Wealth - Market Update: Monitoring Earnings and Interest Rates 14:46

5M ago14:46

14:46

On the latest installment of Advance Your Wealth, we're joined once again by Joseph Sykora, Equity Analyst and Portfolio Reviews at Aptus Capital Advisors, for a deep analysis into the market's current affairs. As Joseph and his team monitor the market's performance, there have been two noteworthy categories of discussion to consider: Earnings and …

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Advance Your Wealth - Addressing the Challenges of Giving and Receiving Family Wealth 20:46

6M ago20:46

20:46

Simply having significant wealth doesn’t guarantee a great life. For example, inheritors often face a number of significant challenges at various points in their lives, including the years before they receive their inheritance as well as after wealth is transferred to them. On the latest episode of Advance Your Wealth, we’re looking at some of the …

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Advance Your Wealth - 3rd Quarter Updates: What You Need To Know 17:52

6M ago17:52

17:52

The market year-to-date has brought along some major changes worth reflecting on. Rising interest rates, inflation, a bolstered tech sector and an uncertain path forward into 2024. On the latest episode of Advance Your Wealth, we’re looking back at Q3 and forward to Q4 and beyond. We discuss market trends, Mega Cap Tech, how Konvergent Wealth Partn…

1
Advance Your Wealth - Should You Have a Family Bank? 16:52

7M ago16:52

16:52

Family banks are a tool that some very wealthy families use for a number of reasons, and they’re increasingly being adopted by more and more families across the net worth spectrum. On the latest episode of Advance Your Wealth, we’re looking at whether family banks could be a smart move for you! Timecodes: 0:06 - Introduction and overview on the top…

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Advance Your Wealth - Three Fears That Keep the Super Rich Up at Night 20:27

8M ago20:27

20:27

Like many of us, the wealthiest people often worry about their health, their families and their finances. On the latest episode of Advance Your Wealth, we’re looking at how you can adopt some of the Super Rich’s strategies for addressing their fears and staying on the right track. This episode is packed with helpful considerations for your own fina…

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Advance Your Wealth - Market Update: What to Expect in the Remainder of 2023 14:40

8M ago14:40

14:40

As the year progresses, investors and analysts alike have been on the edge of their seats, closely observing the ebb and flow of various markets. On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months a…

1
Advance Your Wealth - Homer Featured on the Middle Market Moment 40:25

9M ago40:25

40:25

Today's episode features a slightly different format than what our audience is accustomed to! In order for a business owner to have their "dream exit," many boxes need to be checked in advance of the date of sale. Fortunately, Homer and his team at Konvergent Wealth Partners works diligently with their business owner clients to prepare their busine…

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Advance Your Wealth - Market Update: Where Do We Stand? 27:29

9M ago27:29

27:29

The first half of 2023 has been a successful time for investors. Plain and simple. But will it continue? That's the big question at hand! On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months and discu…

1
Advance Your Wealth - Sudden Wealth: What Should You Do if You Strike it Rich? 20:26

10M ago20:26

20:26

Sometimes, wealth occurs very suddenly. And along with the perks of new wealth, comes many challenges and issues to address. On the latest episode of Advance Your Wealth, Homer examines some ideas and action steps to consider if you or someone in your life becomes very wealthy, very rapidly. Timecodes: 0:06 - Introduction and overview on the topic …

1
Advance Your Wealth - The Impacts of Artificial Intelligence 59:18

10M ago59:18

59:18

Artificial Intelligence. It's one of the hottest topics of conversation among business leaders and organizations at large...and for good reason! On the latest episode of Advance Your Wealth, Homer is joined by Adam Butler, Chief Intelligence Officer at ReSolve Asset Management, for a deep dive into the innovations that AI has brought upon the busin…

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Advance Your Wealth - Analyzing Key Investment Themes 25:59

11M ago25:59

25:59

The market fluctuates. Plain and simple. But it's how we plan and react to these changes that makes all the difference! On the latest episode of Advance Your Wealth, Homer welcomed Dave Wagner, Equity Analyst and Portfolio Manager with Aptus Capital Advisors, and John Luke Tyner, Portfolio Manager and Fixed Income at Aptus Capital Advisors, for a d…

1
Advance Your Wealth - Do You Need a Personal Umbrella Policy? 29:50

12M ago29:50

29:50

We all have the standard insurance that helps protect us and our finances, such as auto insurance and homeowners insurance. But are those policies enough to safeguard your assets if you’re faced with an extremely big claim against you? On the latest episode of Advance Your Wealth, we’re joined by Jennifer Alimonda, Director of Private Client Soluti…

1
Advance Your Wealth - Seven Steps to Powerful Professional Relationships 17:49

1y ago17:49

17:49

The people you know can play a vital role in the level of success you achieve, both in business and your personal life. However, for contacts to be important and valuable to that success, you need to develop powerful relationships with them that get results for all involved. On the latest episode of Advance of Your Wealth, we’re exploring some part…

1
Advance Your Wealth - Leveraging Storytelling to Grow Your Business 19:52

1y ago19:52

19:52

Storytelling connects us all and a good story causes us to lean in and connect with the storyteller themself. On the latest episode of Advance Your Wealth, we welcome Nick Nanton, 22-time Emmy® Award Winning Director/Producer, to discuss the power of storytelling and how it can be leveraged to enhance your brand and business. Regarded as "America's…

1
Advance Your Wealth - Can Your Company Survive if You're Unable to Run it? 18:17

1y ago18:17

18:17

If you’re a business owner, do you have key person insurance or a buy-sell agreement in place? If so, when was the last time you updated it? If your solutions are more than a few years old, you could be setting yourself up for financial disaster. On the latest episode of Advance Your Wealth, we’re examining why these questions are so critical to be…

1
Advance Your Wealth - Becoming Preeminent: How Business Owners Can Stand Out in Their Industry 39:34

1+ y ago39:34

39:34

With so many industries flooded with competition, it can be difficult for business owners to stand out among the competition! On the latest installment of Advance Your Wealth, we're pleased to welcome Chris Smith, Founder of Campfire Effect, for a great conversation surrounding differentiation through the power of storytelling. At Campfire Effect, …

1
Advance Your Wealth - Cyber Threats Against Individuals and Businesses 34:28

1+ y ago34:28

34:28

On the latest episode of Advance Your Wealth, we're pleased to welcome Tommy Ragsdale, Vice President of Strategic Development for 360 Privacy, for a great conversation on the various cyber threats that individuals and businesses are exposed to in today's day and age. 360 Privacy, a veteran founded, owned, and operated LLC based out of Nashville, T…

1
Advance Your Wealth - How an ESOP Can Benefit Your Business, Your Employees and Your Net Worth 20:07

1+ y ago20:07

20:07

Many business owners are always looking to motivate their employees, generate better results and save themselves some money in taxes. On the latest installment of Advance Your Wealth, we're examining a tool that can potentially do that and more for your business. It's a retirement plan and succession tool called an Employee Stock Option Plan, or ES…

1
Advance Your Wealth - Family Business Succession: An Overview for Owners and Heirs 22:02

1+ y ago22:02

22:02

If you’ve built and grown a family business over time, there’s a very good chance that you’d like to have your heirs take over the company at some point down the road—or maybe more like around the corner, if you’re ready to move on. But are you and your business’s potential future owners prepared for that transition and set up for success? In the l…

1
Advance Your Wealth - Health and Wealth: How Concierge Medicine Can Impact Your Longevity 48:47

1+ y ago48:47

48:47

People are living longer these days, which means that our retirement planning has to adapt accordingly to meet those needs. While living longer gives you more time to do the things you really love, it also means you have to financially plan for that longer lifetime. In the latest installment of Advance Your Wealth, we're excited to explore the topi…

1
Advance Your Wealth - The Virtuous Cycle 19:51

2y ago19:51

19:51

When it comes to managing wealth, it’s pretty rare to just stumble into success. We find the most successful individuals and families employ a specific process that is designed to anticipate the challenges they’ll face and achieve the outcomes they most want. On the latest installment of Advance Your Wealth, we’re exploring what some advisors call …

1
Advance Your Wealth - Getting Heirs Ready for Wealth 19:45

2y ago19:45

19:45

When family wealth gets passed on to the next generation, too often that wealth tends to shrink instead of grow. On the latest installment of Advance Your Wealth, Homer examines how you can help your loved ones prepare to become good financial stewards of family wealth before the day comes when their bottom line suddenly gets a lot bigger! Join us …

1
Advance Your Wealth - Financial Planning for a Special Needs Child 18:18

2y ago18:18

18:18

On the latest installment of Advance Your Wealth, we’re going to examine a challenge that many parents face: raising a child with special needs. There are a number of financial planning strategies and solutions that can help parents navigate a path through the financial uncertainty that comes with raising a child with special needs. Listen as Homer…

1
Advance Your Wealth - It's Time to Review That Trust! 17:44

2y ago17:44

17:44

With so many changes in the world, and perhaps in your own family, a trust you’ve set up to achieve your financial goals could be out of date even if it’s just a few years old. On the latest episode of Advance Your Wealth, we’re examining how to size up the current status of a trust to see whether it’s still on track, so you can decide if any chang…

1
Advance Your Wealth - Entrepreneurs: Here's Why You Need an Estate Plan! 19:46

2y ago19:46

19:46

If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own. In the latest installment of Advance Your Wealth, Homer and Ryan are exploring how proactive estate pla…

1
Advance Your Wealth - Finding the Right Wealth Manager For You 22:49

2+ y ago22:49

22:49

In the latest installment of Advance Your Wealth, Homer and Ryan explore the three key characteristics of a desirable wealth manager and the importance of identifying the right wealth manager given your personal needs and goals. Finding the right wealth manager for you can be a difficult process. It can be challenging to evaluate various wealth man…

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Advance Your Wealth - Succession Planning for Family Businesses 18:41

2+ y ago18:41

18:41

Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. In the latest installment of Advance Your Wealth, Homer and Ryan examine how a well-designed succession plan can reduce risk and help facilitate a transfer that leaves everyone in the family …

1
Advance Your Wealth - A Charitable Planning Primer 18:23

2+ y ago18:23

18:23

Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks. In the latest installment of Advance Your Wealth, Homer provides us with a charitable planning primer. Listen as he outlines the charitable giving stra…

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Advance Your Wealth - Quarterly Themes (Q4 - 2021) 17:03

2+ y ago17:03

17:03

In this installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring in the final quarter of 2021. Listen as he reviews not only the Q3 market and economic performances, but also their outlooks for Q4 and beyond. Throughout the episode, Homer monitors various wealth planning strategies…

1
Advance Your Wealth - Do You Have What it Takes to Create Significant Wealth? 20:18

2+ y ago20:18

20:18

In the latest installment of Advance Your Wealth, Homer steps outside of the typical wealth management conversation to address how wealth is ultimately generated in the first place. Listen as Homer and Ryan discuss the benefits, as well as challenges, associated with entrepreneurship. Despite being the single fastest and most effective means of gen…

1
Advance Your Wealth - From Savers to Investors 7:02

2+ y ago7:02

7:02

In this special installment of Advance Your Wealth, Homer dives into the investment philosophy at Konvergent Wealth Partners, which focuses on allowing clients to construct portfolios that can weather all seasons. Listen as Homer explains the value behind diversifying your portfolio to ensure a smooth performance across all times of the year. Sit b…

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Advance Your Wealth - What is a Private Trust Company? 16:05

2+ y ago16:05

16:05

Welcome back to the latest installment of Advance Your Wealth, where Homer and Ryan explore the inner workings of a private trust company. Some wealthy families that have assets in trusts want more than what they can get from many professional or corporate trust companies. For these people, setting up their own private trust company could be a viab…

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Advance Your Wealth - Interview Series (Frank Seneco: Part 3) 18:21

2+ y ago18:21

18:21

In the third and final installment of our interview series with Frank Seneco, President of Seneco & Associates, Inc., the discussion is centered around premium finance life insurance and the different types of benefit plans for private business owners. Despite being a strategy that's been around since the 1990's, there is still a tremendous level o…

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Advance Your Wealth - Interview Series (Frank Seneco: Part 2) 18:35

2+ y ago18:35

18:35

In the second installment of our interview series, on Advance Your Wealth, Homer is joined by Frank Seneco, President of Seneco & Associates, Inc., to discuss advanced insurance planning strategies and how they relate to wealth management as a whole. Listen as Homer and Frank discuss the strategies behind private placement life insurance, as well a…

1
Advance Your Wealth - Stress Testing for Successful Business Owners 18:02

2+ y ago18:02

18:02

In the latest installment of Advance Your Wealth, Homer and Ryan circle back to the stress testing process and the countless benefits it provides for businesses. As discussed in prior episodes, there are a wide-variety of challenges facing business today. But through regularly stress testing the business's portfolio, you can mitigate any unfavorabl…

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Advance Your Wealth - Interview Series (Frank Seneco: Part 1) 13:10

3y ago13:10

13:10

In the first installment of our interview series, on Advance Your Wealth, Homer is joined by Frank Seneco, President of Seneco & Associates, Inc., to discuss advanced insurance planning strategies and how they relate to wealth management as a whole. Bringing over three decades worth of experience in the financial services sector, Frank is no strang…

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Advance Your Wealth - Should You Be An Executor? 18:51

3y ago18:51

18:51

In the newest installment of Advance Your Wealth, Homer and Ryan explore the inner-workings of what it means to be an executor. When asked by a family member or close friend, it may be difficult to say no to this role. However, it's crucially important that you understand the role itself, and the responsibilities it comes with, before accepting the…

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Advance Your Wealth - Quarterly Themes (Q3 - 2021) 28:33

3y ago28:33

28:33

In this installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring of late. Listen as he reviews not only the Q2 market and economic performances, but also their outlooks for Q3 and beyond. Despite some bouts of volatility, the market performed well throughout Q2 and even reached a n…

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Monthly Market Update - May 2021 13:00

3y ago13:00

13:00

In this installment of our Monthly Market Update, Homer examines the market’s performance throughout May 2021, the economic data behind the market’s performance, and the death of the 60/40 Portfolio. Overall, the S&P 500 remained a relatively flat month, showing some fluctuation as the month progressed. Also, as expected, Homer noticed Industrials …

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Advance Your Wealth - The Five Mistakes of Successful Family Businesses 19:24

3y ago19:24

19:24

In the most recent installment of Advance Your Wealth, Homer explores the five key mistakes being made by successful family businesses today. Running a successful family business takes a tremendous amount of both working hard and working smart, all while navigating family dynamics. These dynamics can be ever-changing and require ongoing efforts to …

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Advance Your Wealth - Three Reasons Life Insurance Should Be Part of Your Wealth Plan 17:31

3y ago17:31

17:31

In this installment of Advance Your Wealth, Homer and Ryan dive into the topic of life insurance, which is a topic that doesn't often get people excited in the same way other financial solutions like stocks do. However, life insurance is actually one of the most flexible and versatile tools that you can use in your overall wealth planning toolkit. …

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Advance Your Wealth - A Family Constitution 19:19

3y ago19:19

19:19

One of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals. Their focus could be continuing to grow their wealth as it is transferred to younger generations, or aligning the use of that wealth with the values and ideals the family holds dear, or even protecting that wealth from creditors …

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Advance Your Wealth - Key Issues Facing Successful Families and Business Owners 23:33

3y ago23:33

23:33

Over the last year in particular, private business owners have faced significant challenges from the pandemic and resulting lockdowns with many businesses unlikely to open again. Even without pandemics and lockdowns, business owners face all sorts of challenges that may not seem obvious to the naked eye. Many businesses fail under normal economic c…

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