If you’re an entrepreneur, do you know what your business is really worth? It turns out, you might be surprised to discover its true value.

On the latest episode of Advance Your Wealth, we examine the importance of valuing a business, why it makes sense (even if you’re not planning to sell), and how you might set out to get a proper valuation done.

Chapters:

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

1:30 - Very few business owners are ultimately satisfied following the sale of their business

4:40 - Entrepreneurs should be aware of their business' value over the course of time

6:06 - Business owners are often surprised by the results of a true valuation process

8:36 - Advice for getting this process started

11:10 - The key issues that arise when a business valuation process is conducted

15:41 - What business owners should be considering today

17:39 - Business owners need to take time to work on the business, rather than in the business

19:03 - How to get in touch with Homer and his team

21:09 - Closing remarks

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In this illuminating episode, we delve into the fascinating realm of human longevity with our esteemed guest, David Karow, President & CIO of Human Longevity, Inc. As our lifespans extend, we are faced with profound questions about how to optimize both our health and our financial well-being.

Join us as we explore the latest advancements in longevity science and how they are reshaping our understanding of aging. From cutting-edge genetic research to innovative health interventions, we uncover the keys to living longer, healthier lives.

But longevity isn't just about adding years to our lives—it's also about ensuring those years are filled with vitality and quality. We discuss the importance of proactive health management, personalized medicine, and preventive strategies to ward off age-related diseases and maximize wellness in our later years.

Chapters:

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

1:39 - Conversations surrounding human longevity are becoming more popular

3:24 - Welcoming David to the show and an overview on longevity planning

7:15 - The benefits of taking a more proactive approach to your health

10:53 - Leveraging data to make very informed health and wealth decisions

15:38 - Longevity planning goes way beyond pills and treatment procedures

18:22 - Areas where we need to improve our current health care system

21:23 - How to get in touch with David and his team at Human Longevity, Inc.

23:25 - Closing remarks

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How confident are you about what will happen to your assets—and your loved ones—after you’re gone?

On the latest installment of Advance Your Wealth, we’re looking at a truly important topic: your estate plan and whether it’s set up to get the results you want. In particular, we’ll be focusing on three main components of an estate plan that can potentially position most families for success.

Chapters:

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

1:37 - Why this topic is becoming so important among investors and families

3:05 - The delicacy involved in estate planning efforts

4:24 - The three key areas of estate planning

5:23 - What makes a will a foundational piece of estate planning

6:51 - Navigating trusts and how they can impact a family's estate planning

9:52 - How to decide if a trust makes the most sense for you and your family

12:36 - The fiduciary you choose to work with on your estate plan

15:37 - Your estate plan can get out-of-date rather quickly

17:20 - How to get in touch with Homer and his team

19:20 - Closing remarks

Connect with Homer Smith:

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