Artwork

Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

Advance Your Wealth - Getting Heirs Ready for Wealth

19:45
 
Condividi
 

Manage episode 329953494 series 2834060
Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When family wealth gets passed on to the next generation, too often that wealth tends to shrink instead of grow.

On the latest installment of Advance Your Wealth, Homer examines how you can help your loved ones prepare to become good financial stewards of family wealth before the day comes when their bottom line suddenly gets a lot bigger!

Join us for another enlightening conversation that features strategies and solutions that Homer is utilizing with his clients at Konvergent Wealth Partners. Enjoy!

Timecodes:

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

1:47 - Should parents be worried about their heirs handling their money?

3:00 - Homer's advice to clients who wish to avoid becoming another bad statistic

7:25 - How you should be evaluating your wealth manager's skillset

9:00 - Today's heirs have many goals and it's important to consider them

10:30 - Educating heirs that are planning to take on the family business

14:08 - You don't have to be passing down significant wealth for these efforts to take place

15:36 - The best way to get in touch with Homer's team to discuss you're unique situation

16:50 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

65 episodi

Artwork
iconCondividi
 
Manage episode 329953494 series 2834060
Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When family wealth gets passed on to the next generation, too often that wealth tends to shrink instead of grow.

On the latest installment of Advance Your Wealth, Homer examines how you can help your loved ones prepare to become good financial stewards of family wealth before the day comes when their bottom line suddenly gets a lot bigger!

Join us for another enlightening conversation that features strategies and solutions that Homer is utilizing with his clients at Konvergent Wealth Partners. Enjoy!

Timecodes:

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

1:47 - Should parents be worried about their heirs handling their money?

3:00 - Homer's advice to clients who wish to avoid becoming another bad statistic

7:25 - How you should be evaluating your wealth manager's skillset

9:00 - Today's heirs have many goals and it's important to consider them

10:30 - Educating heirs that are planning to take on the family business

14:08 - You don't have to be passing down significant wealth for these efforts to take place

15:36 - The best way to get in touch with Homer's team to discuss you're unique situation

16:50 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

65 episodi

Todos los episodios

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida