Live Life Liberated
Business & Economics Podcasts
Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.
Location:
United States
Description:
Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.
Language:
English
Contact:
858-771-9500
Website:
https://centurawealth.com/
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
Duration:00:41:53
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
Duration:00:35:22
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Duration:00:29:39
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Duration:00:37:02
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Duration:00:31:38
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
Duration:00:31:25
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Duration:00:26:58
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
Duration:00:27:23
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
Duration:00:37:51
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
Duration:00:27:04
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Duration:00:27:29
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Duration:00:31:16
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Duration:00:39:38
Centura Client Experience: Exiting a Business (Ep. 78)
Duration:00:34:39
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Duration:00:44:42
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
Duration:00:43:12
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)
Duration:00:40:37
Private Fiduciaries and Their Role in Estate Planning with David Stapleton (Ep. 74)
Duration:00:35:20
Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)
Duration:00:40:16
How To Navigate International Tax Planning With Connor Southwell (Ep. 72)
Duration:00:40:17