Advance Your Wealth With Homer Smith

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. read less
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Episodes

Diving Deep into Human Longevity
Apr 22 2024
Diving Deep into Human Longevity
In 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 about ensuring those years are filled with vitality and quality. We discuss the importance of proactive health management, personalized medicine, and preventive strategies to ward off age-related diseases and maximize wellness in our later years.Chapters:0:00 - Introduction and overview on the topic of the day1:39 - Conversations surrounding human longevity are becoming more popular3:24 - Welcoming David to the show and an overview on longevity planning7:15 - The benefits of taking a more proactive approach to your health10:53 - Leveraging data to make very informed health and wealth decisions 15:38 - Longevity planning goes way beyond pills and treatment procedures18:22 - Areas where we need to improve our current health care system21:23 - How to get in touch with David and his team at Human Longevity, Inc.23:25 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite
Advance Your Wealth - The 7 Self-Development Lessons You Never Learned in School
Dec 5 2023
Advance Your Wealth - The 7 Self-Development Lessons You Never Learned in School
Growing up is hard, especially in today's day and age. But when you add financial challenges, like the transfer of significant wealth from an older generation to their heirs, life can become overwhelming for today's youth. On the latest episode of Advance Your Wealth, we sit down with Barry Garapedian, the visionary Founder & CEO of Mag 7 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.Barry sheds light on the importance of mentorship and coaching during the crucial formative years. Gain insights into the methodologies employed by MAG 7 Consulting to nurture skills, foster resilience, and instill a mindset of success in the next generation.Enjoy!Timecodes:0:06 - Introduction and overview on the topic of the episode1:03 - The importance of long-term wealth planning within families3:05 - Welcoming Barry Garapedian to the show!3:55 - Barry's career pivot from wealth management to Mag 7 Consulting6:41 - The greatest challenges facing today's youth9:22 - Kids growing up in a wealth environment and the importance of instilling financial wisdom12:37 - How Mag 7 actually works with today's youth 16:00 - Teaching clients the power of a handwritten note17:45 - The responses Barry receives from parents of his clients19:52 - The difference between an expectation and an agreement23:50 - The 7 self-development lessons you never learned in school26:48 - How to learn more about the work Barry does for clients through Mag 7 Consulting28:02 - How to connect with Homer and his team28:51 - Closing remarksConnect with Homer Smith:FacebookLinkedInWebsite