Homer - Podcast Details

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Advance Your Wealth With Homer SmithShould You Do An Earn-Out When Selling Your Business?In the latest episode of Advance Your Wealth, Homer Smith explores the complexities of using an earn-out when selling a business. He breaks down how this strategy works, the key benefits—such as maximizing sale value and easing the transition for both buyer and seller—as well as the potential risks, including delayed payments and unforeseen challenges. Whether you're a business owner preparing for an exit or simply looking to better understand this financial tool, Homer provides expert insights to help you make an informed decision. Tune in for a deep dive into the pros and cons of e...2025-02-1819 min

Advance Your Wealth With Homer SmithLeverage a Tax-Aware Investment Strategy in Your Long-Term PlanningIn the latest episode of Advance Your Wealth, we explore how tax-aware investment strategies can enhance your long-term wealth planning. While we've previously covered preparing for a business exit and transitioning wealth to heirs and charitable causes, today’s focus is on Private Placement Life Insurance (PPLI)—a powerful tool long utilized by billionaire families and Single Family Offices to mitigate taxes on investment portfolios. The exciting news? Thanks to advancements in technology and expert guidance, PPLI is now more accessible than ever. Join Homer as he breaks down how this strategy works and how it could be a...2025-02-0324 min

Advance Your Wealth With Homer SmithHow the 2024 Election Results Will Impact Your Financial WorldOn the latest episode of Advance Your Wealth, we dive into the market’s reaction to the recent election results, exploring whether the response was in line with expectations or presented surprises. We discuss the reduced pre-election volatility, the modest post-election market increases, and what this might signal for future trends.Our conversation delves into the anticipated economic and policy changes under a Trump administration with a Republican-controlled Congress. Key topics include:Extensions to Trump-era tax reforms, including the 199A Qualified Business Income Deduction and corporate tax rates.Potential adjustments to estate tax exemptions and their im...2024-11-2521 min

Advance Your Wealth With Homer SmithThe Costly Threats and Untapped Opportunities of Managing Your Company's 401k with Guy RidoutIn this episode of Advance Your Wealth, Homer Smith sits down with financial expert Guy Ridout to discuss "The Costly Threats and Untapped Opportunities of Managing Your Company's 401k." Together, they explore the often-overlooked challenges and risks businesses face when managing 401k plans, including hidden fees, regulatory pitfalls, and fiduciary responsibilities. But it’s not all about the threats—Guy also shares valuable insights into the untapped opportunities that can benefit both employers and employees, from improving plan performance to boosting employee retention.Whether you're a business owner, executive, or plan administrator, this episode provides essential knowledge on h...2024-10-0724 min

Hidden Potential: Connecting and Growing The Best We Can76. How I Wrote My Next bookIn this episode of, Homer shares how he wrote his next book by staying consistent, blocking out time effectively, and identifying gaps to serve his readers. Tune in for three actionable takeaways that will help you apply these strategies to your own creative projects. — Leave a rating and review for this show! Connect with Homer or become a Support Member by visiting https://www.homerhargrove.com Follow on YouTube, Instagram, Facebook and TikTok by searching @homerdh3 SHOP merch: https://www.homerhargrove.com/shop ORDER my NEW BOOK: ht...2024-09-1823 min

Advance Your Wealth With Homer SmithThe Key Differences Between A Single Family Office and A Multi-Family OfficeToday Homer breaks down the differences and benefits of Single Family and MultiFamily Offices. Both have their strengths and depending on your families circumstances, one may behoove you more than the other. No one family is the same. To figure out which category yours may fit in best, join us on today's episode of "Advance Your Wealth."Chapters:0:00 - Introduction and overview on the topic of the day1:55 - The Single Family Office3:10 - The Multi-Family Office7:00 - Key Differences9:00 - Multi-Generational Planning10:10 - Virtual...2024-09-1017 min

Advance Your Wealth With Homer SmithWhat Does Your Best Life Look Like?Today Homer examines the fundamental aspects that may make up your best financial life. The qualities you can develop in order to best live a life of significance and happiness. Easier said than done, that's clear. However, knowing where these aspects show up in your life will lead to better being able to act in accordance with your best life and the values that make it possible.This and more on today's episode of "Advance Your Wealth."Chapters:0:00 - Introduction and overview on the topic of the day3:22 - Success vs...2024-08-2020 min

Hidden Potential: Connecting and Growing The Best We Can69. 5 Things I Would Do If I Started Over69. 5 Things I Would Do If I Started Over In this episode, Homer shares the top five actions he would take if starting over. Learn how to define your purpose, connect with your audience, and build a strong, engaging ministry. — Leave a rating and review for this show! Connect with Homer or become a Support Member by visiting https://www.homerhargrove.com Follow on YouTube, Instagram, Facebook and TikTok by searching @homerdh3 SHOP merch on https://www.homerhargrove.com/shop --- Support this podcast: ht...2024-07-0237 min

Hidden Potential: Connecting and Growing The Best We Can68. 3 Tips For Effective LeadershipIn this episode, Homer shares three transformative tips for effective leadership. Tune in to discover how staying busy, bouncing back from setbacks, and embracing the belief in your success can elevate your leadership and ministry. — Leave a rating and review for this show! Connect with Homer or become a Support Member by visiting https://www.homerhargrove.com Follow on YouTube, Instagram, Facebook and TikTok by searching @homerdh3 SHOP merch on https://www.homerhargrove.com/shop --- Support this podcast: https://podcasters.spotify.com/pod/show/homerhargrove/support 2024-06-2014 min

Advance Your Wealth With Homer SmithRemove the Film and Create Exponential GrowthToday we are joined by Chad Jenkins, CEO and founder of SeedSpark. Seeking exponential growth is difficult for most entrepreneurs. Many times, business owners may get laser focused on the wrong areas which could lead to missing out on great opportunities. Chad and Homer break down ways to remove the film over your eyes and see opportunities clearly.This and more on today's episode of "Advance Your Wealth."Chapters:0:00 - Introduction and overview on the topic of the day2:10 - Collaboration vs. Competition5:40 - Chad's Hero Target and Creating...2024-06-1937 min

Hidden Potential: Connecting and Growing The Best We Can67. Website and Social Media for BeginnersIn this, Homer dives into the essentials of building your online presence with a focus on website creation and social media strategies. Learn practical tips on choosing the right website template, optimizing for mobile, understanding your audience's social media habits, and creating authentic connections both online and offline. — Leave a rating and review for this show! Connect with Homer or become a Support Member by visiting https://www.homerhargrove.com Follow on YouTube, Instagram, Facebook and TikTok by searching @homerdh3SHOP merch on https://www.homerhargrove.com/shop --- Su...2024-06-0536 min

Hidden Potential: Connecting and Growing The Best We Can66. Anticipating Problems PrematurelyIn this episode, Homer discusses how to anticipate and prevent problems before they arise. Learn strategies for event planning, managing staff and volunteers, and protecting against burnout, with three actionable takeaways to boost your leadership skills. — Leave a rating and review for this show! Connect with Homer or become a Support Member by visiting https://www.homerhargrove.com Follow on YouTube, Instagram, Facebook and TikTok by searching @homerdh3 SHOP merch on https://www.homerhargrove.com/shop --- Support this podcast: https://podcasters.spotify.com/pod/show/homerhargrove/support 2024-05-2925 min

Advance Your Wealth With Homer SmithIs it Time to Stress Test Your Business PlanningOften times, preparation and thorough planning is seen as the safeguard to a successful business. However, there comes a point where the plan can become stale and out-of-date. Many business owners and entrepreneurs may want to update their business plan but don't know what to look for in terms of weak points. That's where Homer comes in with this episode of Advance Your Wealth.Join us today to learn how to stress test your business plan and better prepare for the unknown future.Chapters:0:00 - Introduction and overview on the topic of the...2024-05-2821 min

Advance Your Wealth With Homer SmithThe Power of PossibilityIn a world often dominated by limitations and barriers, it's time to shift our focus towards what's possible. Join us in this illuminating episode as we delve into the realm of possibility with our esteemed guest, Chris Smith, Founder of The PSBLTY Co. Chris brings a wealth of experience working with successful entrepreneurs and business owners, helping them navigate through challenges and unlock the full potential of their lives.In this conversation, we'll explore why it's crucial to prioritize possibility over limitations and how this mindset can revolutionize our approach to life and business. From reframing setbacks...2024-05-1430 min

Advance Your Wealth With Homer SmithValuing Your Business: An Entrepreneurial Best PracticeIf you’re an entrepreneur, do you know what your business is really worth? It turns out, you might be surprised to discover its true value. On the latest episode of Advance Your Wealth, we examine the importance of valuing a business, why it makes sense (even if you’re not planning to sell), and how you might set out to get a proper valuation done.Chapters:0:00 - Introduction and overview on the topic of the day1:30 - Very few business owners are ultimately satisfied following the sale of their business 2024-05-0623 min

Advance Your Wealth With Homer SmithThree Key Elements of Smart Estate PlanningHow 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 day1:37 - Why this topic is becoming so important among invest...2024-04-0121 min

Advance Your Wealth With Homer SmithFive Things the Super Rich Probably Do Better Than YouWhen 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 day1...2024-03-2117 min

Advance Your Wealth With Homer SmithWhat Type of Buyer Should You Sell Your Company To?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 Advance Your Wealth, we’re exploring how these two categories of buyers could play an important part in how much you get for your companyChapters:0:00 - Introduction and overview...2024-02-2218 min

Advance Your Wealth With Homer SmithNavigating Life's Transitions as a Business OwnerLife 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 Advance Your Wealth, Homer explores the key decisions a business owner is faced with during this major milestone in their life. Chapters:0:00 - Introduction and overview on the topic of the day 2024-02-0516 min

Advance Your Wealth With Homer SmithAnalyzing the Tax Benefits of an ESOPMany 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 an ESOP, and what you should be thinking about before initiating a program like this. Chapters:0:00 - Introduction and overview on the topic of the day1:50 - How an ESOP works and who it works best for 2024-01-3119 min

Church on The Rock HomerNew Years Kickoff | Worship MinistryChurch on the Rockers, Somewhere in the neighborhood of 30 years ago, I went with several of my family members and some friends to the Araneta Colosseum in Cubao, the transportation center of the metroplex that is Manila in the Philippines. We were there with tickets to see Michael W. Smith and Amy Grant live at the Colosseum. It was amazing. I don’t actually remember the size of the Araneta Colosseum, but it seemed like a billion Filipinos were there to rock out with two of Contemporary Christian Music’s pioneers. Many years later, I brought my olde...2024-01-0746 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Five Ways to Ease the Tax Bite When Selling Your BusinessSelling 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!Chapters:0:00 - Introduction and overview on the topic of the day1:35 - The top-of-mind concerns for entrepreneurs selling their business3:31 - Transferring assets regularly over time...2024-01-0327 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - The 7 Self-Development Lessons You Never Learned in SchoolGrowing 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 Consulting, a boutique coaching, mentoring, and advisory firm tailored specifically for high-school and college-aged students. In this conversation, Barry shares the remarkable journey of MAG 7 and how it has become a beacon for young individuals seeking to unlock their full potential.2023-12-0531 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Market Update: Monitoring Earnings and Interest RatesOn 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 Interest Rates. Join us for another enlightening conversation, where we unpack some of the key considerations for your financial portfolio given some of the top trends unfolding in the markets. Timecodes:0:06 - Introduction and overview on the...2023-11-0714 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Addressing the Challenges of Giving and Receiving Family WealthSimply 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 issues and hurdles that inheritors of significant wealth may need to overcome—along with strategies aimed at addressing them successfully.Timecodes:0:06 - Introduction and overview on the topic of the day1:23 - What Homer...2023-10-2420 min

Church on The Rock HomerI love Homer SundayThis Sunday kicked off our 2023 Global Missions Conference. On I Love Homer Sunday, we had the opportunity to hear from special people who are the hands and feet of Jesus in our community, in our state, and across the globe. Our desire is to open doors for you to take another step in your divine assignment here on earth. You will be encouraged and the world will be blessed.2023-10-2354 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Should You Have a Family Bank?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 topic of the show1:15 - What is a Family Bank? 2:28 - What is a Family Bank ultimately used for? 3:39 - How a Family Bank supports a fami...2023-09-2616 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Three Fears That Keep the Super Rich Up at NightLike 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 financial world. Let's get started!Timecodes:0:06 - Introduction and overview on the topic of the day1:01 - Even significant wealth doesn't eliminate fundamental challenges3:24 - How wealth plays a role...2023-09-0120 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Market Update: What to Expect in the Remainder of 2023As 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 and discuss what the remainder of the year has in store for investors of all types. This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!...2023-08-0914 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Homer Featured on the Middle Market MomentToday'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 business for its sale and ensure they're maximizing the value of their clients' life work. Recently, Homer was invited to be a guest on the Middle Market Moment podcast, featuring Craig Dickens, CEO of JD Merit, for a...2023-07-2440 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Market Update: Where Do We Stand?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 discuss what the future has in store for investors of all types. This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!Timecodes:0:06...2023-07-1227 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Sudden Wealth: What Should You Do if You Strike it Rich?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 of the day1:30 - Significant wealth is typically created over a long period of time3:10 - Sudden wealth comes with serious risk4:20 - How should you navigate sudden wealth and...2023-07-0320 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - The Impacts of Artificial IntelligenceArtificial 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 business world. By leveraging Chat GPT, among an array of other AI tools, business leaders are able to transform the very definition of productivity and allow their organizations to accomplish more with less. Timecodes:0:06 - Introduction...2023-06-1459 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Analyzing Key Investment ThemesThe 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 deep dive into some of the key investment themes that we should be observing these days. Dave and John Luke share their insights on the current market situation, as well as their expectations on the future. This episode...2023-05-1525 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Do You Need a Personal Umbrella Policy?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 Solutions at Sterling Risk, and taking a closer look at personal umbrella insurance. Primarily, we're pinpointing just how important it can be if you have significant assets!Timecodes:0:06 - Introduction and overview on the topic of t...2023-04-2429 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Seven Steps to Powerful Professional RelationshipsThe 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 particular strategies you can leverage to enhance the professional relationships you'll make throughout your career. Timecodes:0:06 - Introduction and overview on the topic of the day1:11 - "It's not what yo...2023-03-2817 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Can Your Company Survive if You're Unable to Run it?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 asking yourself and what entrepreneurs can do about it right now!Tune in and discover some steps you can be taking to avoid the major financial hardship that accompanies thes...2023-01-3118 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - How an ESOP Can Benefit Your Business, Your Employees and Your Net WorthMany 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 ESOP. Sit back, relax, and enjoy another enlightening conversation surrounding a strategy that is bound to leave you with some considerations for your own business. Timecodes:0:06 - Introduction and overview on the topic of the...2022-10-2420 min

Church on The Rock HomerI Love Homer Sunday | Hope FloatsI Love Homer Sunday is a moment to celebrate some of our local heroes and learn about the organizations they serve. Enjoy this panel discussion and a very hopeful message from Bill Wilkinson.2022-10-161h 03

Advance Your Wealth With Homer SmithAdvance Your Wealth - Family Business Succession: An Overview for Owners and HeirsIf 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 latest episode of Advance Your Wealth, we discuss the importance of the communication in the family business transition planning process and some of the issues that need to...2022-09-3022 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Health and Wealth: How Concierge Medicine Can Impact Your LongevityPeople 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 topic of concierge medicine and longevity planning with Dr. Daniel Carlin, Founder & CEO of WorldClinic. This episode is packed with beneficial information for your wealth and your health! Timecodes:0:06 - Introduction and o...2022-09-0948 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - The Virtuous CycleWhen 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 the virtuous cycle and how you can use it to power the pursuit of better results in your own financial life.Timecodes:0:06 - Introduction and overview on the topic of the day1:56 - Why...2022-07-0519 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Getting Heirs Ready for WealthWhen 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 for another enlightening conversation that features strategies and solutions that Homer is utilizing with his clients at Konvergent Wealth Partners. Enjoy!Timecodes:0:06 - Introduction and overview on the topic of...2022-05-2719 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Financial Planning for a Special Needs ChildOn 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 shares his own personal experiences with this topic and the various solutions available to help parents along the way. Timecodes:0:06 - Introduction and overview on the topic of the day2:32 - The challenges th...2022-03-2218 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - It's Time to Review That Trust!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 changes are appropriate.Sit back, relax, and enjoy another thought-provoking conversation that Homer routinely discusses with his clients at Konvergent Wealth Partners. Tim...2022-03-0117 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Entrepreneurs: Here's Why You Need an Estate Plan!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 planning can help you pursue these goals and build an amazing life of significance. Too often estate plans can become outdated. Listen as we showcase the steps you can take to ensure yo...2022-01-2719 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Finding the Right Wealth Manager For YouIn 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 managers and pinpoint the specific issues you need their assistance with. This episode peels back the curtain on this very topic and provides a few schools of thought that could change how you approach the wealth manager search. As...2022-01-0422 min

ChrysomerHomerShadows in play revealed as Homer speaks Shalom and Love.2021-12-3115 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Succession Planning for Family BusinessesFamily 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 satisfied. Homer conducts regular succession planning meetings with his clients at Konvergent Wealth Partners, so this episode is bound to leave you with some insights to consider for your own family business! Timecodes:0:06...2021-11-2318 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - A Charitable Planning PrimerPlanned 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 strategies and vehicles to help get you started - or make your existing philanthropy even more impactful. Since this is such an important topic that Homer weaves into regular discussions with clients, this episode is bound to leave you...2021-10-2618 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Quarterly Themes (Q4 - 2021)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 to help keep your portfolio on track. Additionally, he provides an update on the proposed tax law changes that could be entering the fold soon. Timecodes:0:06 - Welcome to the show and an overview on today's episode0:43 - Q3...2021-10-0617 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Do You Have What it Takes to Create Significant Wealth?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 generating significant wealth, there are plenty of strategies and essential best practices to consider before attaining significant wealth. So sit back, relax, and enjoy this unique conversation featuring the other side of the wealth management equation. Timecodes:0:05...2021-09-2820 min

Homer On OlympusEpisode XXIII, Walking Many Paths🗡️Ares has a secret meeting with ☀️Apollo, discussing their competing plans and of fates and prophecies. As things get heated, a new 🍇God enters the fray. Who is this mysterious entrant? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-09-2018 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - From Savers to InvestorsIn 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 back, relax, and enjoy this special edition of Advance Your Wealth!Timecodes:0:05 - Overview on the Konvergent Wealth Partners investment philosophy0:44 - The origin of this philosophy2:07 - The problem is we've had to...2021-09-1407 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - What is a Private Trust Company?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 viable alternative that adds value to their situation. Listen as Homer examines some key features of private trust companies and how families can decide if they should establish one for themselves. So sit back, relax...2021-08-2016 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Interview Series (Frank Seneco: Part 2)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 as the value they creates. PPLI is a version of a life insurance contract that is used frequently by high net worth individuals because of the various benefits it possess. So sit back, relax, and enjoy the second part in our...2021-08-0918 min

Homer On OlympusEpisode XXII, Fated causality💨Hermes joins ⚒️Hephaestus to aid him while they discuss about fates. As the discussion continues, Hephaestus catches Hermes' inconsistencies and challenges him on it. Can Hermes keep his composure? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-08-0312 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Stress Testing for Successful Business OwnersIn 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 unfavorable circumstances and ensure the business is on track to achieve desired goals. So sit back, relax, and enjoy another thought provoking conversation that is sure to leave you considering the stress testing process for your own business!Timecodes:0:07...2021-07-2718 min

Homer On OlympusEpisode XXI, Do you have merit?🧔Homer sensing his life-force fading, seeks help from 💀Hades and ⚰️Thanatos to see if the Lords of Underworld and Death have the means to help him before it’s too late. Will they help, or are they even able too? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-07-2612 min

Homer On OlympusEpisode XX, Keep your enemies closer💨Hermes returns to port to 🔱Poseidon and 🗡️Ares the results of Ares slip up, and danger of Olympus’s response. Ares has other plans for the campaign far beyond his reach to gain revenge over Zeus. What are his new plans? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-07-1913 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Interview Series (Frank Seneco: Part 1)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 stranger to this subject and provides services across the nation, as well as internationally. Frank believes in services that best meets the clients needs!So sit back, relax, and enjoy the first part in our three-part interview series with Frank!2021-07-1513 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Should You Be An Executor?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 position. When an individual becomes an executor for a given estate, they are tasked with numerous things. Not only do they need to track down the assets linked to the estate, but they also need to ensure...2021-07-1318 min

Homer On OlympusEpisode XIX, Movers and Shakers💨Hermes confers with ⚰️Thanatos to find out what has been occurring around the Underworld. When 🧔Homer arrives from escaping his capture, he brings troubling news. ⚡Zeus and ☀️Apollo attempt to enlist a new ⚒️God for support in the troubles brewing. Who are they, and what is transpiring? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-07-1313 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Quarterly Themes (Q3 - 2021)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 new all-time high! Finally, Homer showcases some wealth planning strategies to help manage your wealth throughout all seasons and their various circumstances. Timecodes:0:07 - Introduction and the agenda for this episode1:20 - Beginning full...2021-07-0628 min

Homer On OlympusEpisode XVIII, Inconvenient truths🧔Homer is kidnaped and debates the morals of Canada Day and injustices being perpetuated, with an unexpected God. Who has kidnapped him? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-06-2715 min

Advance Your Wealth With Homer SmithMonthly Market Update - May 2021In 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 and Financials outperformed the Broader Market, showing slight growth.So sit back, relax, and enjoy Homer’s insights on last month’s market trends and what we can expect as we move throughout the summer as a whole! Timecodes:0:07 - Overvie...2021-06-2313 min

Homer On OlympusEpisode XVII, Cogs in the system☀️Apollo sees clearly how we are trapped, and the systems that hold us. How will 🧔homer react? Meanwhile, 🔱Poseidon and 🗡️Ares assess their growing power. What are they plotting next? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-06-2017 min

Homer On OlympusEpisode XVI, Means to an end💀Hades and his trusted ⚰️General discuss the fallout of Tartarus break-in, and how his new deal with Poseidon will unfold in his favour. What new plots are brewing? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-06-1317 min

Homer On OlympusEpisode XV, Where power flows💨Hermes provides🗡️Ares news, debating how their next actions against the mortals. Meanwhile, ☀️Apollo and ⚡Zeus discuss their underlying plans for humanity. What are they conspiring on? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-06-0616 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - The Five Mistakes of Successful Family BusinessesIn 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 address them. Throughout Homer's time at Konvergent Wealth Partners, he's worked with countless family businesses to help them avoid these critical wealth planning mistakes and wants to share the tips with you. So sit back, relax, and enjoy another thought-provoking conversation that...2021-06-0419 min

Homer On OlympusEpisode XIV, Blurring the linesHomer and Hermes connect over recent events, as Hermes works to gain his trust. Meanwhile, Poseidon and Hades rendezvous with Hades offering a curious deal given recent Poseidon deception. What plan is in the works? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-05-3017 min

Homer On OlympusEpisode XIII, Plans within plansWith the break-in to Tatarus still weighing heavily on Hades, while Zeus put the matter aside, he takes things into his own hands. Meanwhile, Homer presses Zeus on starting the next trial. What will it be? Listen to find out! Written/performed/produced by SJ Homer, Homer Sapient.2021-05-2321 min

Homer On OlympusEpisode XII, Lost in a fogPoseidon works with Ares to help him discover and connect lost memories of how things transpired before being locked away. As well, learning what the humans have done to the world in his absence, and why Zeus must be stopped. Written, performed, and produced by SJ Homer, Homer Sapient.2021-05-1720 min

Homer On OlympusEpisode XI, Pressing matters of concernHades arrives at Olympus to deliver the troubling news about Tartarus, and the escapee, only to find the Hermes is still nowhere to be found. Later Hermes is found by a rescue party and gives his account of his absence and injuries. Will he succeed? Listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-05-0917 min

Front End Nerdery Podcast3 - Homer GainesIn this talk with Interactive Designer and Certified Accessibility Professional Homer Gaines, we dive into accessibility, music, have a lot of laughs, and the state of where the web is and how people can leap into accessibility. It was a blast, a lot of laughs, and check out Homer's great music! Intro/Outro music graciously given permission to use called, "Settle In" by Homer Gaines. Transcripts can be found at https://toddl.dev/podcast/transcripts/gaines/ Shownotes https://www.homergaines.com/ - Homer Gaines personal site https://open.spotify.com/artist/0RYjAcmLjU9inmnOyE66a...2021-05-091h 11

Advance Your Wealth With Homer SmithAdvance Your Wealth - Three Reasons Life Insurance Should Be Part of Your Wealth PlanIn 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. So sit back, relax, and enjoy another enlightening conversation surrounding how these policies can be harnessed and utilized to better position your financial portfolio. Timecodes:00:50 - Why life insurance should be...2021-05-0417 min

Homer On OlympusEpisode X, Once lost, now foundHomer has words with Zeus as he learns more about his predicament and why he was chosen. Meanwhile, Poseidon and Hermes slip into Tartarus for their prize. What are they releasing? Listen in to find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-05-0222 min

Homer On OlympusEpisode IX, While you were sleepingWith Zeus off checking on things, Hades reveals a disturbing truth the Gods have been keeping from Homer on why he hasn’t been able to return to the mortal realm. What trouble is afoot? Listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-04-2618 min

Homer On OlympusEpisode VIII, Distraction or defection?To make the planned operation succeed, Zeus sent a messenger to misdirect and distract Poseidon from focusing on their invasion of his realm. But where does the deceit end? Listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-04-1917 min

Homer On OlympusEpisode VII, Sleight of HandReturning to the Underworld, Zeus and Hades unveil their plans on how to reinsert themselves into the influence of humans, with Homer keeping tempers from flaring. Written, performed, and produced by SJ Homer, Homer Sapient.2021-04-1118 min

Homer On OlympusEpisode VI, Does ignorance know no bounds?Homer, having achieved his first feat, inquires about how the tool he retrieved can help the cause. However, Zeus discovered the internet, and a discussion ensues on humanity’s most ignorant mess, racist. Written, performed, and produced by SJ Homer, Homer Sapient.2021-04-0518 min

ChrysomerPsalms of HomerHere, Homer extols and exhorts the name of His Creator, finding beauty in moments of stillness and vibrations.2021-03-3007 min

Homer On OlympusEpisode V, A deal made, a deal brokenWith Homer properly off on his trial, Poseidon clashes with Hades to sow seeds of discontent between him and Zeus. But what are Hades true plans? Have a listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-03-2917 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - A Family ConstitutionOne 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 and others who might seek to take it unjustly. Often the best place to start, is to ensure that your family members are aligned and “on the same page” when it comes to key issues. A family cons...2021-03-2319 min

Homer On OlympusEpisode IV, Done before it began?Off to a poor start, Homer returns to Zeus and Hades on his run in with Poseidon. But, did he just forfeit his chance to help the Gods? Have a listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient. This episode went a different but welcomed direction than planned. Once I started talking about the negativity around failure in society, and how we often can’t deal with it well ourselves in the Western world. This brought out speaking about my personal experience with dealing with obesity in a lens I ra...2021-03-2120 min

Homer On OlympusEpisode III, Out with the tideHomer attempts to begin his first trail. Barely making it on his way, he runs into the Lord of the Sea, Poseidon. Yet, to what end? Have a listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-03-1517 min

Homer On OlympusEpisode II, To Hades with youHades is unsure of seeking help from a human will prove fruitful. Will Homer stand up to Hades’s scrutiny, or feed him to Cerberus? Have a listen and find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-03-0815 min

Homer On OlympusEpisode I, Zeus's hot take on 2020As our tale begins, Homer finds himself whisked away by Zeus to the seat of the Gods in Olympus. What does Zeus have in store for him, and what will the other Gods think of this action? Listen to find out! Written, performed, and produced by SJ Homer, Homer Sapient.2021-03-0117 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Key Issues Facing Successful Families and Business OwnersOver 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 conditions and those that do make it require significant time and sacrifice by the owner and their family with only a small percentage truly creating significant family wealth.In the fourth episode of Advance Your Wealth, Homer and Ryan explore the key issues that su...2021-02-1823 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - What Makes Good Wealth Managers GreatWealth managers are usually focused on the cold, hard numbers of your estate. They want the best for your dollars and cents because they think that will keep you happy. However, it's this mindset that keeps them from ascending to the next level of wealth management. In the third installment of Advance Your Wealth, Homer and Ryan investigate the key ingredient that makes good wealth managers great. It all comes down to the human element! If your advisor effectively understands your personal and professional goals for the future, they can cultivate a better strategy and ultimately preserve...2021-02-1721 min

Front End Nerdery Podcast3 - Homer GainesIn this talk with Interactive Designer and Certified Accessibility Professional Homer Gaines, we dive into accessibility, music, have a lot of laughs, and the state of where the web is and how people can leap into accessibility. It was a blast, a lot of laughs, and check out Homer's great music! Transcripts can be found at https://gist.github.com/colabottles/2d805c3d688ea7c0781238a1cc3cef4d Shownotes https://www.homergaines.com/ - Homer Gaines personal site https://open.spotify.com/artist/0RYjAcmLjU9inmnOyE66aw - Homer...2021-02-121h 11

Advance Your Wealth With Homer SmithAdvance Your Wealth - Five Mistakes Affluent Families MakeTypically, years of hard work and dedication to a job allows individuals to cultivate wealth for their family. Once they have it, the number one concern shifts to keeping it and establishing a lasting legacy for generations to come. In the second installment of Advance Your Wealth, Homer and Ryan investigate strategies to protect and secure wealth. With over 18 years of industry experience, Homer is accustomed to having these conversations with clients and can identify the five major mistakes made by affluent families today. Sit back, relax, and allow Homer to share what these mistakes are...2020-12-2120 min

Advance Your Wealth With Homer SmithAdvance Your Wealth - Stress TestingIn the inaugural episode of Advance Your Wealth With Homer Smith, Host Ryan Ruff is joined by the man-of-the-hour, private wealth advisor with Konvergent Wealth Partners, Homer Smith. Homer brings over 18 years of industry experience to the show and strives to help clients achieve their goals.Listen as Homer and Ryan dive into the vitally important process of stress testing your personal or business finances. In order to assess the risks facing your estate or business, Homer and his team break down all of the elements contributing to your personal wealth, including saving plans, financial goals, and...2020-12-0327 min

Uncompromising FaithFlying as EaglesHave you been meditating as to why this year feels like we are being turned upside down? Could it be that God is throwing us out of the comfort of the nest so we might learn to fly in faith? In this episode Homer and Wanda unravel the mystery of what it means to fly like an eagle. Using Isaiah 40:31 as a basis, they discuss how God uses this majestic creature to help us understand the beauty of intimacy Jesus desires with His people. Flying as eagles is the high calling Jesus beckons us to as we pursue Him...2020-09-2115 min

Uncompromising FaithAt the Right Hand of GodAt the right hand of God is Jesus, our example for how we are to live. The character of Jesus is what is formed in us when we traverse the wilderness with uncompromising faith. The enemy of our soul, however, does not want us to succeed. The 'self' nature is bent on preventing us from every embracing the joys in the Father's right hand. By obeying Jesus, we feed our spirit and starve 'self'. Slowly we develop into the very character of Jesus as He leads us through the wilderness. In this episode Homer and Wanda...2020-09-1114 min

Uncompromising FaithFacing Your FearOne of the greatest battles we fight with 'self' is over fear. Fear has such tremendous power to control, and eventually destroy us, but did you know that most fear is based on lies? The father of lies deftly traffics in deception and so keeps us perennially trapped in fear. This is by design for if we knew, and walked, in the power of faith and truth satan knows he would lose us as pawns forever. Today, you can see these lies continually as the media uses them to create fear and control every aspect of our lives. This...2020-09-0511 min

Uncompromising FaithThat You May SeeWe are but blind beggars stumbling around in the light of day not knowing which way to go. Such is the life of those that walk in their 'self' made pride. God beckons us to buy from Him that which would heal our eyes and bring back vision. His healing ointment is humility and it is the one thing we need if we are to gain spiritual sight. In this podcast Wanda and Homer bring some of this balm to those that would listen. Unveiling the Lamb of God as the humble Lord who teaches us how...2020-09-0213 min

Uncompromising FaithWhen it's Time to Take Out the SwordWhen we are under attack for our faith it is hard to know how to respond. We do not want to respond with our 'self' nature and yet we are compelled to stand for our faith. Knowing when it is time to take out the sword is a lesson we learn in the wilderness. Today Homer and Wanda discuss the nature of the Lamb, the Lion and how we respond when under attack. --- Send in a voice message: https://anchor.fm/uncompromisingfaith/message 2020-08-3012 min

Plapperbu:deChronische Erkrankungen - Teil 1/3Lotte ist Diplom-Psychologin, Norwegerin und heute zu Gast in der Plapperbu:de. Sie berichtet uns in der laufenden Trilogie von chronischen somatischen Erkrankungen und deren Bedeutung für davon Betroffene. In Teil 1 suchen sie und Homer nach einer Definition des Konzepts "Chronisch", sprechen sie über Häufigkeiten und werfen ein Schlaglicht auf das subjektive Erleben Betroffener.2019-07-311h 18

Church on The Rock Homer10th Anniversary Celebration ServiceCelebrate 10 years of loving God, loving people, and making disciples here in Homer, Alaska!2018-10-0744 min