business
Hosted by Homer Smith · business · EN · 71 episodes
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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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchAdvance 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.
Advance Your Wealth With Homer Smith is hosted by Homer Smith. The show has published 71 episodes to date.
Recent episodes include "The Founder's Exit Paradox (Feat: Jerome Myers)" (12 May 2025, 26 minutes), "Don't Have a Vision for Retirement? It's Time to Fix That!" (1 May 2025, 20 minutes), and "Are Big Estate Tax Changes Coming?" (1 April 2025, 19 minutes).
Advance Your Wealth With Homer Smith publishes roughly every two weeks, with episodes averaging 23 minutes across 71 episodes.
Booking probability for Advance Your Wealth With Homer Smith is 30%, and the host is rated Selective on guests. Advance Your Wealth With Homer Smith requires a Pod Score of 80 or higher. Advance Your Wealth With Homer Smith's contact route on record: public web form.
The strongest fits for Advance Your Wealth With Homer Smith are Investing & Wealth Management and Investment Banking & Trading. Advance Your Wealth With Homer Smith has a business audience.
Homer Smith hosts Advance Your Wealth With Homer Smith, a business show with 71 episodes published.
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Episode #64
<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...
Episode #63
<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...
Episode #62
<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...
Episode #61
<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...
Episode #60
<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...
Episode #59
<p>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...
Episode #58
<p>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...
Episode #57
<p>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...
Episode #56
<p>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? </p><p>On...
Episode #55
<p>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...
Episode #54
<p>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...
Episode #53
<p>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...
Episode #52
<p>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...
Episode #51
<p>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...
Episode #50
<p>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...
Episode #49
<p>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...
Episode #48
<p>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. </p><p>On the latest episode of Advance Your Wealth, we examine the...
Episode #47
<p>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...
Episode #46
<p>How confident are you about what will happen to your assets—and your loved ones—after you’re gone? </p><p>On the latest installment of Advance Your Wealth, we’re looking at a truly important topic: your estate plan...
Episode #45
<p>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. </p><p>On the latest installment of Advance...
Recent guests on Advance Your Wealth With Homer Smith. Study who booked and why before you pitch.
Developer of People and Places, Myers Development Group
corporate wellness coach and founder, Great Lakes Wildlife Alliance
president and CEO, The CoLab by SeedSpark
U.S. Representative for the 4th District of New Jersey, North Carolina Museum of Natural Sciences
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