Advance Your Wealth - Leveraging Storytelling to Grow Your Business

Advance Your Wealth - From Savers to Investors

Release Date: 09/14/2021

Description: In this special installment of Advance Your Wealth, Homer dives into the investment philosophy at Konvergent Wealth Partners, which focuses on allowing clients to construct portfolios that can weather all seasons. Listen as Homer explains the value behind diversifying your portfolio to ensure a smooth performance across all times of the year. Sit 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 turn from savers to investors3:25 - Various estimates of what investors needed to earn 7.5%4:45 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite

Explicit: No

Advance Your Wealth - Stress Testing

Release Date: 12/03/2020

Description: In 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 even retirement strategies.Sit back, relax, and allow Homer to shed light on the importance of performing regular stress tests on your finances to mitigate potential issues and surprises!Timecodes:00:15 - What listeners can expect on the show moving forward01:09 - Homer's 18 years worth of experience in the financial sector04:10 - What is a stress test and how it can be applied to one's financial situation?06:20 - Why is stress testing a necessary process?07:30 - What are the three main ways a stress test can be utilized08:21 - What prompts someone to come in and meet with Homer for a stress test09:30 - An example of how a stress test saved Homer's client from making a mistake11:58 - What are the keys to making sure a stress test is done well?13:45 - The human element at play during stress tests16:00 - The four step process conducted during Homer's stress testing efforts19:50 - What does a stress testing appointment with Homer looks and feels like24:00 - Where you can go to get a stress test performed on your financesConnect with Homer Smith:FacebookLinkedInWebsite

Explicit: No

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

Release Date: 07/03/2023

Description: 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 begin healthy financial planning efforts?7:04 - Mistakes you should avoid in the event you become suddenly wealthy9:20 - The biggest challenges of managing sudden wealth11:50 - How asset protection planning efforts come into play 13:37 - The big picture on managing sudden wealth for you and your family15:45 - How you can get in touch with Homer and his team17:52 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite

Explicit: No

Advance Your Wealth - Finding the Right Wealth Manager For You

Release Date: 01/04/2022

Description: In the latest installment of Advance Your Wealth, Homer and Ryan explore the three key characteristics of a desirable wealth manager and the importance of identifying the right wealth manager given your personal needs and goals. Finding the right wealth manager for you can be a difficult process. It can be challenging to evaluate various wealth 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 Homer and Ryan discuss, it all starts with integrity, competence, and experience. So sit back, relax, and enjoy another enlightening conversation!Timecodes:0:07 - Overview on the topic of the day1:55 - The challenges associated with finding the right wealth manager for you3:27 - Issues that can often go unnoticed4:20 - The key characteristics of an elite wealth manager5:35 - How to assess a wealth manager's integrity8:03 - How competence comes into play when searching for the right wealth manager9:28 - How Homer would assess an advisor's competence level12:19 - Looking at the wealth manager's team and the relationships they forge there14:24 - How vital a wealth manager's experience is in this conversation17:02 - How to best reach out to Homer and the team at Konvergent Wealth Partners18:40 - Homer's final thoughts to leave us with20:13 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite

Explicit: No

True Wealth

Release Date: 08/24/2020

Authors: WCAT Radio

Description: True Wealth, with hosts Dave Basconi and Maria Smith, is a spiritual show about real life living.

Explicit: No

The Money Hour

Release Date: 08/31/2020

Authors: KPRC AM 950 (KPRC-AM)

Description: Avidian Wealth Solution's Luke Patterson and Michael Smith host a daily show designed to help listeners maintain and grow their personal wealth.

Explicit: No

Advance Your Health

Release Date: 09/05/2020

Description: What Your Doctor Should Be Telling You

Explicit: No

BR Cohn Concerts – Hollywood and West Napa on 91.3 FM

Release Date: 12/13/2021

Description: With your host Cat Smith, KSVY Sonoma

Explicit: No

Actor – Hollywood and West Napa on 91.3 FM

Release Date: 04/11/2021

Description: With your host Cat Smith, KSVY Sonoma

Explicit: No

The Royalty Movement presents: Financial Education for the Clueless with Mr. & Mrs. Smith

Release Date: 08/22/2020

Authors: Mr. & Mrs. Smith

Description: Financial Education for the Clueless with Mr. and Mrs. Smith is an economic empowerment show brought to you by Marcus and Angela Smith also known as @MrAndMrsSmithOfficial across all social platforms-We will discuss topics that well feel will increase your Financial IQ in the areas of Credit, Cashflow, Investing, as well as Crypto. We will also share articles with you that we feel will help you achieve your personal financial goals and speed up your wealth building journey along with us.-@MrAndMrsSmithOfficial

Explicit: No

Payne Points of Wealth

Release Date: 09/12/2020

Authors: Ryan Payne

Description: Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth.

Explicit: No

The Savvy Wealth Podcast

Release Date: 09/24/2020

Authors: Amar Shah

Description: Welcome to The Savvy Wealth Podcast with Amar Shah from Client First Capital. Get ready to spend some time at the intersection of your wealth, your values, and your family dynamics. Wealth comes in different shapes and sizes and with a deeper understanding of today’s wealth landscape, you will become a savvy steward of your family’s wealth. Join Amar and his expert guests as they share insight and stories to help align your wealth with your values and family dynamics.

Explicit: No

SUREFIRE WAY TO WEALTH

Release Date: 08/29/2020

Authors: Karl Schnitzer

Description: Welcome to the Surefire Way to Wealth Podcast with your hosts Karl Schnitzer and Joe McCabe. Over the past 200 years, 90% of Millionaires have made their wealth through one proven method, Real Estate. Joe and Karl have built a multi-million dollar real estate investment company in 1 year and truly believe that Real Estate is the #1 way to wealth. Their mission is to educate their audience through the experience and knowledge of their guests to advance you in your Real Estate Investing.

Explicit: No

How Gen Y Buy

Release Date: 08/17/2020

Authors: Birdie Wealth

Description: Nathan Smith from Birdie Wealth chats to Gen Y buyers about how they are entering the property market.

Explicit: No

Build Your Wealth with Trajan Wealth

Release Date: 03/30/2021

Authors: Jeff Junior

Description: Looking to retire rich? Financial expert Jeff Junior can help.

Explicit: No