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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


Episodes
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Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)

6/26/2024
Coming from a humble background, Charlie Neer experienced financial turmoil early in his life. But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ. Two years ago, Charlie became a client of Centura Wealth Advisory (Centura). In this episode, Centura’s … Read More Read More

Duration:00:36:42

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Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)

6/12/2024
Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Without proper guidance and planning, you may be tempted to kick the can down the road until it’s too late. Listen … Read More Read More

Duration:00:26:52

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Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

5/1/2024
Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and … Read More Read More

Duration:00:52:22

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How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)

4/17/2024
Some states (like California, New Jersey, and New York) charge significant capital gains taxes. However, there are 8 states that have zero capital gains tax! This disparity creates some tax planning opportunities for people living in highly taxed states. Tune in to Derek Myron’s conversation with Adam Buchwalter, Partner at Wilson Elser, about effective tax-saving … Read More Read More

Duration:00:32:59

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Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)

4/3/2024
Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura’s clients embark on, … Read More Read More

Duration:00:35:47

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How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)

3/20/2024
Business owners with a lot of surplus cash flow often want to put it away in a qualified plan and defer taxes. The problem is that they might feel restricted by the contribution limits. However, there is a way to set up a qualified plan and potentially contribute millions of dollars. To learn more about … Read More Read More

Duration:00:36:39

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Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)

2/14/2024
Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance … Read More Read More

Duration:00:41:53

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Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)

1/10/2024
In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side. Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes! Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, … Read More Read More

Duration:00:35:22

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How to Plan for the Looming Estate Tax Issue (Ep. 89)

12/27/2023
The once-generous estate and gift tax exemptions set by the Tax Cuts and Jobs Act (TCJA) are due to sunset on December 31, 2025. Is your estate plan ready for the challenge? In this episode, Kyle Malmstrom, Managing Director, and Christopher Hyman, Director of Insurance Solutions, refer to strategies to reduce the estate tax liability … Read More Read More

Duration:00:29:39

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Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)

12/13/2023
As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning. But are clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits … Read More Read More

Duration:00:37:02

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Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

11/22/2023
Are you worried about the impact of the 2024 election on the markets and your investments? Especially when geopolitical tensions, the uncertainty of tax law changes, the ousting of the Speaker of the House, and the threat of a government shutdown are adding to the stress? In this episode, Matt Griffith, CFP®, Senior Wealth Advisor, … Read More Read More

Duration:00:31:38

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Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)

11/8/2023
With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams. In this episode, Derek Myron, CEO, and Jonathan Freeman, COO, share actionable ideas to build a thriving corporate culture. They tap into best practices that have helped Centura Wealth Advisory … Read More Read More

Duration:00:31:25

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How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)

10/25/2023
As your wealth grows, your financial planning needs become significantly more complex. At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individuals, helping them lighten the burdens of wealth! In this episode, Kyle Malmstrom and Sean Clark, MBA, talk about Centura’s Liberated Wealth® process, including an overview of our sophisticated wealth management … Read More Read More

Duration:00:26:58

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Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

9/27/2023
Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework. In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about … Read More Read More

Duration:00:27:23

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ING Trusts: How to Minimize State Income Taxes (Ep. 83)

8/31/2023
There is a wide disparity in tax rates between U.S. states. For example, the top tax rate in California is 13.3%, while South Dakota has 0% state tax on trusts! However, if you live in a high-income-tax state, you can still benefit from lower tax rates without moving physically. In this episode, Kyle Malmstrom, Managing … Read More Read More

Duration:00:37:51

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The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

8/16/2023
While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, … Read More Read More

Duration:00:27:04

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How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)

8/2/2023
High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income. This is where private placement life insurance (PPLI) can come into play. In this episode, Derek Myron interviews Christopher Hyman, Director of Insurance Solutions at Centura Wealth Advisory. They explain … Read More Read More

Duration:00:27:29

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Centura Client Experience from the View of a Retired Business Owner (Ep. 80)

7/19/2023
Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process? In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the planning process he went through at Centura Wealth Advisory (Centura) before and after selling his business, the things he … Read More Read More

Duration:00:31:16

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Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)

7/5/2023
With its young population, strong tailwinds, and supportive political regime, India might be the next bright spot for investors. In this episode, Chris Osmond, Chief Investment Officer speaks with Manu Rikhye, partner at GrowX Venture Management and Merak Ventures, about the Indian investment landscape and how to navigate the risks. Join them to learn about … Read More Read More

Duration:00:39:38

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Centura Client Experience: Exiting a Business (Ep. 78)

6/21/2023
The sale of a business represents not only the culmination of years of hard work and dedication but also a unique opportunity to amass considerable wealth. With so much at stake, having a specialized wealth management team in your corner can make a significant difference! In this episode, Derek Myron speaks with Jimmy Page, who … Read More Read More

Duration:00:34:39