Advance Your Wealth With 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.

Advance Your Wealth With Homer Smith is a business podcast hosted by Homer Smith, with 71 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Homer Smith hosts Advance Your Wealth With Homer Smith, a business show with 71 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #64

  The Founder's Exit Paradox (Feat: Jerome Myers)

  May 12, 202526 minS0

  <p>Exiting a business is often seen as the ultimate milestone — but for many founders, it’s just the beginning of a more complex, emotional journey. </p><p>In this episode of Advance Your Wealth, I sit down with Jerome Myers, one of the country’s leading experts on business exits and the psychology behind them. After building a $20M division of a Fortune 550 company, Jerome walked away to help high-achieving entrepreneurs confront what he calls the Founder’s Exit Paradox — the unexpected void that can follow even the most successful exits. </p><p>We discuss the emotional challenges leaders face when...

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  Episode #63

  Don't Have a Vision for Retirement? It's Time to Fix That!

  May 1, 202520 minS0

  <p>Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about. </p><p>On the latest installment of Advance Your Wealth, we’re examining how you can craft and refine a compelling vision for your retirement. </p><p>Chapters:</p><p>0:00 - Introduction</p><p>2:01 - This doesn't get enough attention</p><p>6:2...

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  Episode #62

  Are Big Estate Tax Changes Coming?

  Apr 1, 202519 minS0

  <p>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?</p><p>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...

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  Episode #61

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

  Mar 4, 202519 minS0

  <p>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.</p><p>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?</p><p>Homer delves into financial readiness, market conditions, and the often-overlooked mental and emotional preparation required to transition smoothly. If you’re a bu...

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  Episode #60

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

  Feb 18, 202519 minS0

  <p>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. </p><p>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 e...

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