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Advance Your Wealth With Homer Smith  

Advance Your Wealth With Homer Smith

Financial advice to generate the results you expect and desire

Author: Homer Smith

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

Genres: Business, Investing, Management

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Five Things the Super Rich Probably Do Better Than You
Episode 45
Thursday, 21 March, 2024

When it comes to building, preserving and transferring wealth, it’s natural to look to the wealthiest among us for insights and actions we might adopt in our own efforts. On the latest installment of Advance Your Wealth, we’re examining five personal finance lessons from the so-called Super Rich, those with a net worth of at least $500 million. The steps they take, and don’t take, may prove illuminating as you journey down the path toward your most important financial goals.Chapters:0:00 - Introduction and overview on the topic of the day1:29 - Homer's big-picture takeaway on how the Super Rich build their wealth2:50 - Working with the best experts you can find4:24 - How to identify top-tier professionals to work with6:05 - Going beyond the numbers7:58 - Recognizing the importance of negotiation9:37 - Trust, but verify 11:17 - The importance of keeping your emotions in check12:28 - Tips for staying logical during emotionally tough circumstances13:54 - How to get in touch with Homer and his team14:48 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite

 

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