Homer Smith - Podcast Details

Shows

Fertility Freedom 47. Amy Homer-Brown: Supercharging Egg & Sperm Health with Oxygen Therapy Amy is an East Asian Medicine & Functional Medicine Hyperbaric Provider in Tigard, Oregon. Join us to explore hyperbaric oxygen therapy (HBOT) and its potential in fertility support. Key points: How HBOT boosts mitochondrial function Why that matters for egg and sperm quality What this innovative therapy could mean for your fertility journey Connect with Amy: Ikigai Wellness PDX Socials: ikigaiwellnesspdx Support from Haley: Foundations (self-led) - learn more and get instant access Fertility Freedom (1:1) - book a free Discovery Call Connect with Haley: Email: info@holisticfertilityclinic.co Newsletter: Health & Her Instagram: haleysmith.hfc TikTok: haleysmit...

2025-09-241h 01

Zero to a Hundred Zero To A Hundred – Episode 46: The Business Exit Strategy That Actually Works—And Why Most Fail With Homer SmithAccelerators! 🚀Are you an entrepreneur looking to sell your business and maximize your wealth? This week, Jarrod Guy Randolph welcomes Homer Smith, founder of Konvergent Wealth Partners and a fiduciary advisor with over two decades of experience in wealth management. Homer specializes in helping business owners like you navigate the complexities of exiting your company, managing multi-generational wealth, and ensuring a successful transition. Having built one of the nation’s largest advisories, Homer shares invaluable insights on optimizing your exit strategy.What’s on the Menu:The Three Pillars of a Success...

2025-07-1041 min

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers No Regrets: Maximizing Wealth When Selling Your Business - Homer Smith What if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose. If you're a business owner asking, "What's next?" — this one's for you. [00:00 – 12:00] Two Pa...

2025-06-0245 min

Passive Cash Flow Podcast SHOCKING Wealthy Money Mistakes You Won't Believe! with Homer SmithDiscover the surprising money mistakes even the ultra-wealthy make and learn how to avoid them with Homer Smith on the Passive Cash Flow podcast with Aaron Fragnito. Gain expert insights into wealth preservation, tax strategies, estate planning, and navigating complex financial transitions to secure your financial future.Homer Smith is a Private Wealth Advisor with over 23 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both...

2025-05-1524 min

Advance Your Wealth With Homer Smith The Founder's Exit Paradox (Feat: Jerome Myers)Exiting a business is often seen as the ultimate milestone — but for many founders, it’s just the beginning of a more complex, emotional journey. In this episode of Advance Your Wealth, I sit down with Jerome Myers, one of the country’s leading experts on business exits and the psychology behind them. After building a $20M division of a Fortune 550 company, Jerome walked away to help high-achieving entrepreneurs confront what he calls the Founder’s Exit Paradox — the unexpected void that can follow even the most successful exits. We discuss the emotional challenges leaders face when...

2025-05-1225 min

Advance Your Wealth With Homer Smith Don't Have a Vision for Retirement? It's Time to Fix That!Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about. On the latest installment of Advance Your Wealth, we’re examining how you can craft and refine a compelling vision for your retirement. Chapters:0:00 - Introduction2:01 - This doesn't get enough attention6:2...

2025-05-0119 min

Advance Your Wealth With Homer Smith Are Big Estate Tax Changes Coming?As we step into 2025, wealthy families and their advisors are already looking ahead to major potential changes in estate and gift tax laws. With key provisions of the 2017 Tax Cuts and Jobs Act set to expire at the end of this year, many are wondering: What does this mean for estate planning?In this episode, we break down the possible changes that could take effect on January 1, 2026, and explore strategies to prepare for an uncertain tax landscape. Should you accelerate your gifting? Are certain trusts a smart move? How can stress testing your estate plan help mitigate...

2025-04-0118 min

Advance Your Wealth With Homer Smith Preparing for Your Exit: Key Things to Review Before Going to MarketAs more baby boomer business owners reach the age of selling and many entrepreneurs recover from pandemic setbacks, the urgency to execute business transactions has never been greater. However, only a small percentage of owners achieve a truly successful exit.In this episode of Advance Your Wealth, we explore the three critical factors that determine whether a sale will meet expectations: Is the Business Ready? Is the Market Ready? Is the Owner Ready?Homer delves into financial readiness, market conditions, and the often-overlooked mental and emotional preparation required to transition smoothly. If you’re a bu...

2025-03-0418 min

Advance Your Wealth With Homer Smith Should 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 Smith Leverage 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 Smith The Biggest Scale Traps for Business OwnersIn this episode of Advance Your Wealth, we dive deep into the challenges of scaling a business and how to navigate the common pitfalls entrepreneurs face. Joining us is Joe Shrutz, Chief Operating Officer of the PSBLTY Company, who brings a wealth of experience and actionable insights.Joe shares his expertise on the biggest mistakes business owners make when attempting to scale, from operational inefficiencies to misaligned growth strategies. Together, we explore how to balance ambitious goals with sustainable practices, the importance of building the right team, and the critical role of clear communication during periods of...

2024-12-0430 min

Advance Your Wealth With Homer Smith How 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

Beyond the Book The Five Principles of Impactful Leadership (Feat: Homer Smith)"Some people flee from complexity. Some run toward it. My entire life I’ve felt called to helping people navigate their most important, complex, and difficult transitions. In fact, it was an unprecedented and life-shaking event that took place in our country at the very begin."In this episode of Beyond the Book, we take a closer look at a powerful chapter from "Influence and Impact with Chris Voss," featuring special guest Homer Smith, one of the book’s contributing authors. Homer shares key insights from his chapter entitled "The Five Principles of Impactful Leadership" and dives into...

2024-11-1511 min

Advance Your Wealth With Homer Smith Here's How the Ultra-Wealthy Set Their Heirs Up for SuccessMany families have plans to pass along some of their wealth to children and grandchildren. But what about passing on financial values, a sense of purpose and possibility, and other family legacy concerns? On the latest episode of Advance Your Wealth, we’re taking a look at how legacy planning can potentially help both the people transferring their wealth and the people receiving it.Chapters:0:00 - Introduction and overview on the topic of the day1:06 - Estate planning and wealth planning conversations don't go far enough2:56 - What can we...

2024-11-0421 min

Rest in the Homeschool Trench Our Need to Be Seen and HeardHave you ever read the Odyssey? It's the ancient story of Odysseus tring to return home after the Trojan War. In this epic poem, Homer shares numerous adventures that Odysseus encounters along the way, many of which reflect our own stories if we slow down long enough to notice. Today, I want to share with you some thoughts I've been contemplating recently about one moment in Homer's Odyssey. TODAY'S ONE STEP: Do you need to tell your story and allow yourself to be seen and heard? Or does someone else need you to see them, to hear...

2024-10-2816 min

Advance Your Wealth With Homer Smith The 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

Advance Your Wealth With Homer Smith The 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

What A Lot Of Things: Tech talk from a human perspective Employee Monitoring Software and The Cynefin FrameworkStrap in for a wild ride as Ian and Ash tackle the dystopian world of employee monitoring software! Marvel at the horrors on sale as our hosts ponder whether these digital taskmasters are the future of work or just really creepy ways to watch people type.But wait, there's more! Venture into the mind-bending realm of the Cynefin framework, where our intrepid duo attempt to make sense of not a model, but a framework. It's also not a quadrant (although it kinda looks like one).From mouse jigglers to Welsh castles, this episode has it...

2024-08-271h 13

Advance Your Wealth With Homer Smith What 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

Advance Your Wealth With Homer Smith Legacy Talks: How Family and Business CorrelateToday we are joined by Melissa Smith, CEO and founder of Family Brand Podcast. Melissa works with parent's on how to transform their family cultures, create relationships that last, and intentionally grow their families together. How does the family correlate with business success? This and more on today's episode of "Advance Your Wealth."Chapters:0:00 - Introduction and overview on the topic of the day2:12 - What is a Family Brand?3:30 - Family Doesn't Happen By Default.5:50 - How Melissa Works With Family.8:40 - The Idea...

2024-07-3023 min

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers Maximizing Your Liquidity Event: Expert Advice from Homer SmithWhat does it truly take to navigate a liquidity event successfully? In a compelling discussion with seasoned wealth advisor Homer Smith, host Jerome Myers explores the intricate layers of financial and emotional preparation required to survive and thrive through a business exit. Homer illuminates the often overlooked aspects of such transitions, from the critical importance of early tax planning to the profound impact of family dynamics on wealth preservation. How can values be effectively passed along with wealth to ensure a lasting legacy? What strategies can business owners employ to protect and maximize their financial gains? These are just...

2024-07-1543 min

Advance Your Wealth With Homer Smith Remove 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

Advance Your Wealth With Homer Smith Is 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 Smith The 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 Smith Valuing 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 Smith Diving Deep into Human LongevityIn 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 ab...

2024-04-2225 min

Advance Your Wealth With Homer Smith Three 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 Smith Five 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 Smith What 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 Smith Navigating 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 Smith Analyzing 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

BJKS Podcast 89. Camillo Padoa-Schioppa: Value in the brain, orbitofrontal cortex, and causality in neuroscienceCamillo Padoa-Schioppa is a Professor of Neuroscience at the Washington University School of Medicine in St. Louis. In this conversation, we talk about Camillo's work on economic values in the brain, whether it is causally involved in choice, Camillo's career, working with different species, and much more.BJKS Podcast is a podcast about neuroscience, psychology, and anything vaguely related, hosted by Benjamin James Kuper-Smith.Support the show: https://geni.us/bjks-patreonTimestamps0:00:00: The historic background of economic value0:12:31: How Camillo became a neuroeconomist0:38:50: What does neuroscience add to our understanding...

2024-01-131h 52

Advance Your Wealth With Homer Smith Advance 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

Alaska Sports Talk Kodiak Boys Head Coach John Malloy, Ketchikan Head Coaches Kelly Smith & Eric StockhausenKeaton and Isaiah preview two tournaments happening this week with:Joe Floyd Tournament - John Malloy - Kodiak Boys Head CoachClarke Cochrane Classic - Ketchikan Kelly Smith Girls Head Coach & Eric Stockhausen Boys Head CoachAlso happening this week is the Mountain City Basketball Invitational in Anchorage, and the Capital City Classic in Juneau. Stay tuned for some instant reaction podcasts later this week on what is happening in these tournaments! #AKSPORTSTALKPlease Like and Subscribe to Alaska Sports Talk podcast on all your podcast platforms! Visit and Like our Facebook and Instagram pages too...

2023-12-2738 min

Elevate and Accelerate Wisdom in Wealth with Private Wealth Advisor Homer SmithIn this episode of Elevate and Accelerate, we examine financial wellness habits and techniques of the ultra wealthy. A Private Wealth Advisor with over 18 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.Homer has the unique ability of taking complex strategies and presenting them in...

2023-12-1931 min

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance 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

Advance Your Wealth With Homer Smith Advance Your Wealth - 3rd Quarter Updates: What You Need To KnowThe 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 Partners defends its clients portfolios, and where the market appears to be heading in 2024. Timecodes:0:06 - Introduction and overview on the topic of the show1:19 - What are some high level year-to-date trends the Konvergent te...

2023-10-1017 min

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance 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

Your Law Firm is a Business. Take it to the Next Level The Top Mistakes to Avoid When Outsourcing Your First Impression with Maddy MartinWhen your firm receives a call, how is it handled? Does it go to an automatic receiver, or does a receptionist answer it? What is the conversation like? Do you think your firm makes a good first impression, or do you lose more potential clients than you gain? In this episode, we have a conversation with Maddy Martin, the Senior Vice President of growth at Smith AI. Smith AI is a 24/7 customer engagement platform best known for virtual reception and outreach. Maddie is a nationwide speaker that's been recognized over the last six years for providing CLE...

2023-05-2331 min

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance Your Wealth - Leveraging Storytelling to Grow Your BusinessStorytelling 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 biographer" and the "voice of a new generation" by Larry King, Nick has developed numerous award-winning documentaries and shared stories that have touched millions of people across the globe. We sat down to discuss how t...

2023-03-0919 min

On the Circuit 4. David Canter & Homer SmithHomer Smith has been in the industry for over 20 years, beginning his journey as an advisor the week of 9/11/2001. About 10 years into his career, Smith pivoted to working with business owners and opened his own practice.“What I recognized is the wealth management space didn't have a lot of great solutions for business owners if they were still owning their business, running their business and not liquid yet,” Smith explains. “And so I started building an entire client service model around th...

2023-02-0121 min

Advance Your Wealth With Homer Smith Advance 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 Smith Advance Your Wealth - Becoming Preeminent: How Business Owners Can Stand Out in Their IndustryWith 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, Chris and his team believe that your story and your message are the most powerful things you have to grow and scale your business. In this episode, Chris will walk through some of his teachings and explain how this can be leveraged to...

2022-12-2739 min

Advance Your Wealth With Homer Smith Advance Your Wealth - Cyber Threats Against Individuals and BusinessesOn 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, TN, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. By removing personally identifiable information from...

2022-12-0134 min

Coach and Coordinator Podcast The OC Office Hour - Play Calling Strategy From Homer SmithOn today's episode of the OC Office Hour Series, Keith shares Homer Smith's strategies for play calling. He wrote these in his book "Handbook for Coaching the Football Passing Attack" in 1970 but they are as applicable as ever today. Coach Smith ideas provide food for thought in how you approach calling plays and can provide some clarity in using the game plan you work all week long to prepare. Related: Be Your Own Futurist - The Game Continues to Change, Reflecting on Homer Smith's Thoughts https://soundcloud.com/user-804678956/be-your-own-futurist-the-game-continues-to-change-reflecting-on-homer-smiths-thoughts-61022-857-am How to Train as a Play Caller...

2022-11-1424 min

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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

The Derivative The Business of Staying Wealthy with Homer Smith of Konvergent WealthFor those lucky few who’ve sold a business, inherited wealth, or otherwise find themselves in the enviable position of staying wealthy, not getting wealthy – the investment game can be more about playing defense than going on offense. But how do you go about that, who do you partner with to figure out complex tax and estate issues. This week, Jeff is sitting down with Homer Smith(@HomerSmith_KWP), the founder of Konvergent Wealth Management, to dig into just how investment advisors like him go about solving the complex financial challenges end investors face. Homer and Jeff dive...

2022-09-011h 05

Gospel Conversations podcast Breakfast with Jesus - #4 - Jeremiah and Homer; a Surprising contrastTony takes us on an intriguing literary journey in this short talk. He compares Old Testament literature to Homer and Greek literature and explains how they offer contrasting views of reality. He then turns this contrast onto Jeremiah and explains how Jeremiah offers the climax and the resolution to much of Kings and the anger of God in the histories. In all of this he uses the great literary text Mimesis by Eric Auerbach, who famously compared Homer and the Old Testament Get full access to Gospel Conversations at gospelconversations.substack.com/subscribe

2022-08-2923 min

Advance Your Wealth With Homer Smith Advance 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

Coach and Coordinator Podcast Be Your Own Futurist - The Game Continues To Change - Reflecting On Homer Smith's ThoughtsOn today's podcast I share the thoughts of Homer Smith from his manual "The History of Football Concepts." Homer Smith was a forward thinker on the game with a strong understanding of how the past affects the future. He envisioned much of what is happening in the game today over two decades ago. Homer Smith was the head coach at Davidson College, the University of Pacific, and the US Military Academy. He was offensive coordinator at UCLA, Alabama, Arizona and for the Kansas City Chiefs. He was a Broyles award winner in 1997. He held degrees from Princeton, Stanford School of...

2022-06-1030 min

Advance Your Wealth With Homer Smith Advance 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

Life On The Line Podcast The Essentials (detoured by Will Smith) An entire episode slapped silly by Will Smith.

2022-04-0927 min

Life On The Line Podcast The Essentials (detoured by Will Smith) An entire episode slapped silly by Will Smith.

2022-04-0927 min

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance 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 Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance 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 $Mel\'s Music$

Mel's Music Homer’s Hungers = a song for The Simpsons (Tribute to Shivers by Ed Sheeran)Homer’s Hungers = a song for The Simpsons/ Tribute to Shivers by the always amazing Ed Sheeran 😃-Spellbinding Cover by Adam Christopher *Fantastic original written by Ed Sheeran, Johnny McDaid, & Steve McCutcheon**Homer’s Hungers is my mix of Ed Sheeran’s on fire hit Shivers with the cult classic TV show known as The Simpsons! Lyrics:The Simpsons are special, set apartSpringfield is representative of the nature of humor Craving pork chops, steamed hams, and ‘sweet can’…Plus Homer loves his donuts holesSquishees from the Kwik-E...

2021-09-3003 min

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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 Smith Advance Your Wealth - Interview Series (Frank Seneco: Part 3)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 of value associated with premium financed life insurance. Listen as Homer and Frank dive deep into this strategy and who it makes the most sense for. Sit back, relax, and enjoy the finale of a great interview series featuring Frank Seneco!

2021-08-1918 min

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Monthly 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

Perfectly Integrated 13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer SmithAs a business owner, there are lots of things that you need to be considering and it can all be made easier when you have support on your side. In this episode, Matt Ackermann is joined by Rich Austin and Homer Smith, Integrated Partner’s business owner solutions team, as they discuss the challenges business owners face. Rich and Homer give advice to business owners to help them prepare to make the bigger decisions within the business. Rich & Homer discusses: What inspired them to begin working with business owners The biggest challenges that business ow...

2021-06-1724 min

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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

Advance Your Wealth With Homer Smith Advance 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 Smith Advance 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

Hearts Entwined Podcast Creating Lasting Partnerships - Lyn Smith & Rob Moore (Disruptors)This week, Lyn talks to multi-millionaire entrepreneur and businessman Rob Moore, one of the most influential people in the UK, about a very different kind of relationship. Relationships in business require maintenance and work in some very different ways, but as Rob shares, they also have much in common with personal relationships, such as, they are built upon the foundations of common interests, communication, shared values and goals. KEY TAKEAWAYS Rob’s business partnership with Mark Homer was sparked by a common interest with a similar vision, in a field that they were both pas...

2020-07-1651 min

Poems of Annihilation Homer and Plato are so admirably reconciledAn Apology for the Fables of Homer section 10 11 12 in Thomas Taylor the Platonist selected writings translation of Proclus’s essay on the fables of Homer lamenting or laughing the sport of divinity temperance Ulysses harmonizing through music Socrates.

2020-04-0632 min

Poems of Annihilation An Apology for the role of the Gods in HomerProclus’s essay translated by Thomas Taylor an Apology for the Fables of Homer Venus Amatory Hades Agamemnon section 5 to 9

2020-04-0451 min

Poems of Annihilation Reading Homer in the Region of Mortality -CoronavirusAn Apology for the Fables of Homer section III: in what manner an apology is to be made for those Divine Fables which appear to Make the Gods the causes of Evil by Thomas Taylor the Platonist Selected Writings Proclus impediments of energies tranquil management of human affairs disease evil Plato Timaeus Minerva Plotinus Pandarus Trojans

2020-04-0351 min

Poems of Annihilation The Divine Battles of HomerAn Apology for the Fables of Homer by Thomas Taylor modes of Theomachy among the Theologists Proclus

2020-04-0234 min