Advance Your Wealth With Homer Smith podcast

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Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

All About Change

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Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17

16일 전32:17

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32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Advance Your Wealth With Homer Smith

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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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Advance Your Wealth With Homer Smith

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Advance Your Wealth With Homer Smith

1
Are Big Estate Tax Changes Coming? 18:52

15일 전18:52

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18:52

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 risk? Join us as we navigate these questions and provide insights to help you protect and optimize your wealth transfer strategy—no matter what lies ahead. Chapters: 0:00 - Introduction 1:40 - Are tax changes coming? 8:06 - How trusts can be leveraged here 13:33 - Key takeaways 16:21 - Closing remarks…

Advance Your Wealth With Homer Smith

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Preparing for Your Exit: Key Things to Review Before Going to Market 18:58

6 weeks 전18:58

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18:58

As 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 business owner contemplating an exit, this episode is packed with actionable insights to help you optimize your strategy and secure the best outcome.…

Advance Your Wealth With Homer Smith

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Should You Do An Earn-Out When Selling Your Business? 19:29

8 weeks 전19:29

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19:29

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 earn-outs and how they might fit into your business transition strategy. Chapters: 0:00 - Introduction 1:30 - What is an Earn-Out? 4:58 - Is an Earn-Out a good fit for you and your business? 11:22 - The level of complexity with Earn-Outs 14:01 - Key takeaways 17:05 - Closing remarks…

Advance Your Wealth With Homer Smith

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Leverage a Tax-Aware Investment Strategy in Your Long-Term Planning 24:21

10 weeks 전24:21

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24:21

In 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 valuable addition to your financial plan. Chapters: 0:00 - Introduction 1:49 - What is Private Placement Life Insurance? 6:55 - The industry issues surrounding life insurance 12:22 - The disadvantages of PPLI 19:54 - How to get in touch with Homer's team 22:18 - Closing remarks…

Advance Your Wealth With Homer Smith

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The Biggest Scale Traps for Business Owners 30:42

19 weeks 전30:42

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30:42

In 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 rapid change. Whether you’re preparing to scale your business or currently navigating the growth phase, this episode is packed with practical advice to help you avoid costly missteps and achieve long-term success. Chapters: 0:00 - Introduction 1:41 - Growth vs. Scale 9:07 - Distractions 17:47 - Employees thinking like owners 22:20 - Scaling successfully 26:24 - Complimentary Growth Session 28:04 - Closing remarks…

Advance Your Wealth With Homer Smith

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How the 2024 Election Results Will Impact Your Financial World 21:23

20 weeks 전21:23

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21:23

On 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 implications for wealth management. The future of Opportunity Zones and how they might evolve. The administration’s strategy for funding tax cuts, including proposed tariffs and their potential economic impacts. We close by addressing how to navigate these complex changes. Our guest, Homer, shares strategies for cutting through the noise and helping clients make informed decisions during major transitions. Chapters: 0:00 - Introduction 1:53 - The stock market's response 4:11 - Notable tax law changes 9:21 - Estate tax exemptions 11:50 - Trump's plan to pay for tax cuts 15:21 - Dealing with uncertainty 18:00 - How to contact Homer and his team 18:54 - Closing remarks…

Advance Your Wealth With Homer Smith

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Here's How the Ultra-Wealthy Set Their Heirs Up for Success 21:20

23 weeks 전21:20

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21:20

Many 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 day 1:06 - Estate planning and wealth planning conversations don't go far enough 2:56 - What can we learn from the ultra-wealthy families out there? 4:15 - Addressing the tension created in these moments 5:52 - Steps to instill values before transferring wealth 7:09 - The importance of discussing wealth a lot over time 9:11 - Advice on getting these important conversations started 11:29 - Steps you can take to begin discussing values and living them 14:17 - What if you have a very large family? 17:41 - How to get in touch with Homer's team 18:37 - Closing remarks…

Advance Your Wealth With Homer Smith

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The Costly Threats and Untapped Opportunities of Managing Your Company's 401k with Guy Ridout 24:41

27 weeks 전24:41

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24:41

In 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 how to protect your company's 401k from costly mistakes and maximize its potential for long-term success. Tune in to learn how proactive 401k management can be a powerful tool for your business and your employees' financial futures. Chapters: 0:00 - Introduction and overview on the topic of the day 2:59 - Identifying Threats in 401K Planning 5:48 - Compliance Challenges in 401K Plans 8:50 - Employee Perception and Engagement with 401K Plans 11:57 - Unlocking Opportunities 15:00 - The Role of Financial Advisors in 401K Management 17:50 - Real World Applications and Success Stories 21:05 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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The Key Differences Between A Single Family Office and A Multi-Family Office 17:00

31 weeks 전17:00

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17:00

Today 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 day 1:55 - The Single Family Office 3:10 - The Multi-Family Office 7:00 - Key Differences 9:00 - Multi-Generational Planning 10:10 - Virtual Family Office 12:10 - Common Needs of Family Office Clients 13:00 - Benefits of Multi-Family Offices 14:00 - How to Connect with Homer Smith 14:35 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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What Does Your Best Life Look Like? 20:33

34 weeks 전20:33

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20:33

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 day 3:22 - Success vs. Significance 4:20 - What's Your Number? Why? 5:10 - Significance Based on Generation 6:40 - The Millennial Generation 7:00 - Wealth Thresholds and Value Creep 8:50 - Transitioning Values 10:30 - Getting Clarity on Success 12:00 - Recognize Where You Are 14:20 - Discovery and Rediscovery to Significance 17:25 - How to Connect with Homer Smith 18:25 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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Legacy Talks: How Family and Business Correlate 23:28

37 weeks 전23:28

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23:28

Today 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 day 2:12 - What is a Family Brand? 3:30 - Family Doesn't Happen By Default. 5:50 - How Melissa Works With Family. 8:40 - The Idea of And. 13:15 - Family Brand Across Time. 15:10 - Melissa's Personal Examples In The Process 17:30 - Empty Nester's Experience with Family Branding 20:40 - How to Connect with Melissa Smith 21:45 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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Remove the Film and Create Exponential Growth 37:39

43 weeks 전37:39

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37:39

Today 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 day 2:10 - Collaboration vs. Competition 5:40 - Chad's Hero Target and Creating Value 9:20 - The Benefit of Outside Perspective 12:50 - Levels of Friction 17:15 - New Rate Plans Example and Innovation Solutions 20:00 - Leveraging The Market 25:30 - Common Components Business are Missing 34:10 - How to Connect with Chad Jenkins 35:15 - How to Connect with Homer Smith 35:30 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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Is it Time to Stress Test Your Business Planning 21:09

46 weeks 전21:09

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21:09

Often 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 day 1:40 - Homer Smith on Stress Testing 2:50 - What Does a Good Stress Test Look Like 4:40 - Who is Qualified for Stress Testing 6:30 - Areas to Focus on in Your Planning Check-up 10:05 - Selling Your Business and Exit Planning 17:05 - When to Go Through a Stress Testing Process 19:10 - Getting the Outcome That You Want 19:45 - How to connect with Homer Smith 20:00 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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The Power of Possibility 30:10

48 weeks 전30:10

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30:10

In 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 as opportunities to embracing uncertainty with open arms, Chris shares invaluable insights and strategies to inspire listeners to dream bigger and reach higher. Chapters: 0:00 - Introduction and overview on the topic of the day 1:23 - Homer working closely with Chris and his team over the years 3:18 - Possibility versus limitation 6:50 - Over-focusing on what's not working in your life and business 10:49 - "I don't matter. I'm not enough. I'm not worthy." 15:09 - A story from Chris helping to coach a high school basketball team 18:39 - Recognizing the importance of positive reinforcement and speaking possibility into people 24:35 - You matter, you're worthy, and you belong! 27:24 - How to connect with Chris Smith online 27:53 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

Advance Your Wealth With Homer Smith

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Valuing Your Business: An Entrepreneurial Best Practice 23:40

49 weeks 전23:40

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23:40

If 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 day 1:30 - Very few business owners are ultimately satisfied following the sale of their business 4:40 - Entrepreneurs should be aware of their business' value over the course of time 6:06 - Business owners are often surprised by the results of a true valuation process 8:36 - Advice for getting this process started 11:10 - The key issues that arise when a business valuation process is conducted 15:41 - What business owners should be considering today 17:39 - Business owners need to take time to work on the business, rather than in the business 19:03 - How to get in touch with Homer and his team 21:09 - Closing remarks Connect with Homer Smith: Facebook LinkedIn Website…

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Advance Your Wealth With Homer Smith

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