Episode 35

Published on:

1st Sep 2023

Advance Your Wealth - Three Fears That Keep the Super Rich Up at Night

Like many of us, the wealthiest people often worry about their health, their families and their finances. On the latest episode of Advance Your Wealth, we’re looking at how you can adopt some of the Super Rich’s strategies for addressing their fears and staying on the right track.

This episode is packed with helpful considerations for your own financial world. Let's get started!


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

1:01 - Even significant wealth doesn't eliminate fundamental challenges

3:24 - How wealth plays a role with health for many of us

4:45 - An overview on concierge medicine

7:18 - Navigating dysfunctional family dynamics and how they threaten wealth

11:57 - We all fear losing our wealth

13:27 - Recommendations on fighting the fear of losing your wealth

15:15 - Taking the best ideas from the billionaires and implementing them for everyone

16:50 - How to get in touch with Homer and his team

18:20 - 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.