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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.

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

40. How To Minimize Estate Taxes Using ILITs With Kristina Hess

10/20/2021
Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations. In this episode, Kyle Malmstrom speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and … Continue reading 40. How To Minimize Estate Taxes Using ILITs With Kristina Hess →

Duration:00:32:37

39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

10/6/2021
We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his … Continue reading 39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp →

Duration:00:27:51

38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme

9/22/2021
On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income. In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 … Continue reading 38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme →

Duration:00:34:39

37. The Financial Planning Guide for High-Net-Worth Families

9/8/2021
Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts. How can you bring them all together and create a holistic financial plan? Derek Myron and Kyle Malmstrom answer the question in this episode. Join them as they explain strategies to create a forward-looking financial plan, minimize income and … Continue reading 37. The Financial Planning Guide for High-Net-Worth Families →

Duration:00:30:31

36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower

8/25/2021
Have you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this episode, Dana Levin, client Relationship Manager at Centura’s Philanthropic Strategies, speaks with Wendy Beerbower, Senior Vice President at Eisenhower Health Foundation. They … Continue reading 36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower →

Duration:00:28:23

35. Structured Notes Simplified With Robert Sowinski

8/11/2021
The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environment. In this episode, Kyle Malmstrom speaks with Robert Sowinski, managing director, structured products at Advisors Asset Management. Robert simplifies the complexities of structured notes and discusses … Continue reading 35. Structured Notes Simplified With Robert Sowinski →

Duration:00:42:17

34. Minimizing Taxes Through Cost Segregation With Isaac Downing

7/28/2021
Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Director of Planning, interviews Isaac Downing, Regional Director at Capstan Tax Strategies, and an expert in the cost segregation landscape. Isaac explains how … Continue reading 34. Minimizing Taxes Through Cost Segregation With Isaac Downing →

Duration:00:19:04

33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun

6/30/2021
A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Continue reading 33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun →

Duration:00:36:37

32. Key Things You Need To Know About Corporate Valuations With Brent Glova

6/16/2021
For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier! In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the … Continue reading 32. Key Things You Need To Know About Corporate Valuations With Brent Glova →

Duration:00:31:34

31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman

6/2/2021
The interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode, David Cariani, CIO, is joined by Christopher Hyman, senior case designer at Centura Wealth Advisory, to discuss how life insurance can be a powerful … Continue reading 31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman →

Duration:00:34:07

Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group

5/19/2021
When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running … Continue reading Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group →

Duration:00:31:31

Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning

5/5/2021
With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated. What can you do now to minimize the impact of this act on your estate planning? Derek Myron and Kyle Malmstrom answer this question in this … Continue reading Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning →

Duration:00:31:39

Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services

4/21/2021
Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business. But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process? In this episode, Jonathan Freeman is joined by Pamela Holden, Vice … Continue reading Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services →

Duration:00:24:48

Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1

3/24/2021
Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees. In part one of this two-part series, join Kyle Malmstrom and Roy Farmer, Managing Director at Business Transition Advisors, as they talk about a highly effective tool for exit planning –– Employee … Continue reading Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1 →

Duration:00:45:15

Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio

3/10/2021
Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address … Continue reading Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio →

Duration:00:29:31

Episode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA Capital

2/24/2021
The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Peters, managing director at RA Capital Advisors, to explore the growing opportunities in the M&A space. Considering that interest rates are … Continue reading Episode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA Capital →

Duration:00:29:14

Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare

2/10/2021
Now that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myron and Kyle Malmstrom discuss some of the major tax changes expected to be announced in the coming years. They dive … Continue reading Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare →

Duration:00:31:00

Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris

1/27/2021
Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents! In this episode, Kyle Malmstrom is joined … Continue reading Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris →

Duration:00:29:37

Episode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business Grow – with Guest Jennifer Barnes, CEO of Optima Office

1/13/2021
Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions. In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced … Continue reading Episode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business...

Duration:00:30:05

Episode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom Burns

12/30/2020
Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner. In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the … Continue reading Episode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom Burns →

Duration:00:38:41