Episode 45

Published on:

21st Mar 2024

Five Things the Super Rich Probably Do Better Than You

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.

On the latest installment of Advance Your Wealth, we’re examining five personal finance lessons from the so-called Super Rich, those with a net worth of at least $500 million. The steps they take, and don’t take, may prove illuminating as you journey down the path toward your most important financial goals.


0:00 - Introduction and overview on the topic of the day

1:29 - Homer's big-picture takeaway on how the Super Rich build their wealth

2:50 - Working with the best experts you can find

4:24 - How to identify top-tier professionals to work with

6:05 - Going beyond the numbers

7:58 - Recognizing the importance of negotiation

9:37 - Trust, but verify

11:17 - The importance of keeping your emotions in check

12:28 - Tips for staying logical during emotionally tough circumstances

13:54 - How to get in touch with Homer and his team

14:48 - 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.