Episode 1

Published on:

3rd Dec 2020

Advance Your Wealth - Stress Testing

In the inaugural episode of Advance Your Wealth With Homer Smith, Host Ryan Ruff is joined by the man-of-the-hour, private wealth advisor with Konvergent Wealth Partners, Homer Smith. Homer brings over 18 years of industry experience to the show and strives to help clients achieve their goals.

Listen as Homer and Ryan dive into the vitally important process of stress testing your personal or business finances. In order to assess the risks facing your estate or business, Homer and his team break down all of the elements contributing to your personal wealth, including saving plans, financial goals, and even retirement strategies.

Sit back, relax, and allow Homer to shed light on the importance of performing regular stress tests on your finances to mitigate potential issues and surprises!


00:15 - What listeners can expect on the show moving forward

01:09 - Homer's 18 years worth of experience in the financial sector

04:10 - What is a stress test and how it can be applied to one's financial situation?

06:20 - Why is stress testing a necessary process?

07:30 - What are the three main ways a stress test can be utilized

08:21 - What prompts someone to come in and meet with Homer for a stress test

09:30 - An example of how a stress test saved Homer's client from making a mistake

11:58 - What are the keys to making sure a stress test is done well?

13:45 - The human element at play during stress tests

16:00 - The four step process conducted during Homer's stress testing efforts

19:50 - What does a stress testing appointment with Homer looks and feels like

24:00 - Where you can go to get a stress test performed on your finances

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Show artwork for Advance Your Wealth With Homer Smith

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.