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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.
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Advance Your Wealth - Addressing the Challenges of Giving and Receiving Family Wealth

20:46
 
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Manage episode 380768390 series 2834060
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.

Simply 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 day

1:23 - What Homer's team is known for

2:29 - There are challenges associated with giving and receiving wealth

5:13 - Where families can begin to effectively navigate these challenges

7:00 - The red flags to be on the lookout for

8:58 - Steps your family can be taking to avoid these mistakes overall

10:20 - Advice on dealing with the emotional challenges of inheriting wealth

13:02 - Smart ways we can be good stewards of our wealth

15:21 - The bottomline: Addressing the challenges of giving and receiving wealth

17:30 - How you can get in touch with Homer's team and learn more about a VFO

18:25 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

Artwork
icon공유
 
Manage episode 380768390 series 2834060
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.

Simply 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 day

1:23 - What Homer's team is known for

2:29 - There are challenges associated with giving and receiving wealth

5:13 - Where families can begin to effectively navigate these challenges

7:00 - The red flags to be on the lookout for

8:58 - Steps your family can be taking to avoid these mistakes overall

10:20 - Advice on dealing with the emotional challenges of inheriting wealth

13:02 - Smart ways we can be good stewards of our wealth

15:21 - The bottomline: Addressing the challenges of giving and receiving wealth

17:30 - How you can get in touch with Homer's team and learn more about a VFO

18:25 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

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