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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

Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)

11/30/2022
Historically, many Americans have been quite charitably inclined. If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes when donating to your favorite organizations. In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) … Continue reading Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65) →

Duration:00:38:43

Centura Client Experience from Retired Executives Point of View (Ep. 64)

11/16/2022
Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client … Continue reading Centura Client Experience from Retired Executives Point of View (Ep. 64) →

Duration:00:29:41

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

11/2/2022
The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes. One such alternative asset class is private equity, which has become highly accessible to individual investors today. In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow … Continue reading Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63) →

Duration:00:33:05

What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

9/28/2022
Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your business. In this episode, Kyle Malmstrom interviews Doug Pate, a client of Centura Wealth Advisory (Centura) who recently sold his … Continue reading What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62) →

How To Earn Greater Returns in a Risky Environment (Ep. 61)

9/14/2022
Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?” In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted … Continue reading How To Earn Greater Returns in a Risky Environment (Ep. 61) →

Centura Client Experience from Retired Executives Point of View (Ep. 60)

8/31/2022
Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors. In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey … Continue reading Centura Client Experience from Retired Executives Point of View (Ep. 60) →

Duration:00:33:54

Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

8/17/2022
Real estate investors often use a 1031 exchange to defer taxes. However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares. In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and … Continue reading Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59) →

Duration:00:24:25

Applications of Structured Notes in the Current Market Environment (Ep. 58)

8/3/2022
Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet? No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio. In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss … Continue reading Applications of Structured Notes in the Current Market Environment (Ep. 58) →

Duration:00:39:33

The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

7/20/2022
After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial … Continue reading The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57) →

Duration:00:27:52

Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

7/6/2022
As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors. In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge … Continue reading Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56) →

Duration:00:35:48

The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

6/22/2022
We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years. In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. … Continue reading The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55) →

Duration:00:23:27

Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

6/8/2022
With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money. In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates. Paul … Continue reading Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54) →

Duration:00:34:41

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

5/4/2022
Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer. In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and … Continue reading Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53) →

Duration:00:31:22

How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)

4/20/2022
Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates. During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns? Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this … Continue reading How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52) →

Duration:00:31:31

What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)

4/6/2022
One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. And who better to talk about the client experience than one of our current clients? In this episode, Roby Kotcamp interviews our client David Pann, who has held … Continue reading What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51) →

Duration:00:37:31

The Current Commercial Real Estate Landscape in Southern California (Ep. 50)

3/23/2022
Are you looking for lucrative real estate opportunities in Southern California? If yes, then this episode is for you. In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with … Continue reading The Current Commercial Real Estate Landscape in Southern California (Ep. 50) →

Duration:00:24:45

What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

3/9/2022
If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director … Continue reading What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49) →

Duration:00:40:42

Private Equity Investment Opportunities in India (Ep. 48)

2/23/2022
Do you want to diversify your portfolio by investing outside of the U.S. markets? If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging markets — India. In this episode, Derek Myron is joined by Manu Rikhye, partner at GrowX Venture Management. They talk … Continue reading Private Equity Investment Opportunities in India (Ep. 48) →

Duration:00:27:03

Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47)

2/2/2022
Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. They walk you through the different platforms … Continue reading Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47) →

Duration:00:29:08

Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)

1/19/2022
The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. Yet, if you have no idea what cryptocurrency is and how blockchain technology works, you’re not alone! In part one of this two-part miniseries, Kyle Malmstrom speaks with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the … Continue reading Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46) →

Duration:00:27:09