Episode 53

full
Published on:

20th Aug 2024

What Does Your Best Life Look Like?

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. However, knowing where these aspects show up in your life will lead to better being able to act in accordance with your best life and the values that make it possible.

This and more on today's episode of "Advance Your Wealth."

Chapters:

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

3:22 - Success vs. Significance

4:20 - What's Your Number? Why?

5:10 - Significance Based on Generation

6:40 - The Millennial Generation

7:00 - Wealth Thresholds and Value Creep

8:50 - Transitioning Values

10:30 - Getting Clarity on Success

12:00 - Recognize Where You Are

14:20 - Discovery and Rediscovery to Significance

17:25 - How to Connect with Homer Smith

18:25 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

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.