Episode 20

Published on:

9th Sep 2022

Advance Your Wealth - Health and Wealth: How Concierge Medicine Can Impact Your Longevity

People are living longer these days, which means that our retirement planning has to adapt accordingly to meet those needs. While living longer gives you more time to do the things you really love, it also means you have to financially plan for that longer lifetime.

In the latest installment of Advance Your Wealth, we're excited to explore the topic of concierge medicine and longevity planning with Dr. Daniel Carlin, Founder & CEO of WorldClinic.

This episode is packed with beneficial information for your wealth and your health!


0:06 - Introduction and overview on the topic of the day

1:40 - Welcoming Dr. Dan to the show

3:00 - Overview on Dr. Dan's background and approach to concierge medicine

6:40 - How affluent families are using concierge medicine

11:06 - You can't make presumptive diagnosis

15:48 - Example of a wealthy couple utilizing concierge medicine

21:08 - The access to your health professional is second to none

26:00 - Longevity planning and what this means for your wealth

31:47 - The traditional healthcare system

35:00 - How you can get in touch with Dr. Dan and WorldClinic

41:33 - Managing injured workers

45:00 - How you can contact Homer's team for wealth management concerns

47:00 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
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.