Live Life Liberated-logo

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

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

Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief Outsiders

12/16/2020
When it comes to marketing, businesses need to constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. … Continue reading Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief...

Duration:00:28:13

Episode 19 – Potential Tax Implications from 2020 National and California State Elections

12/2/2020
Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation. In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and … Continue reading Episode 19 – Potential Tax Implications from 2020 National and California State Elections →

Duration:01:13:53

Episode 18 – The World Of Alternative Investments

11/4/2020
Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you … Continue reading Episode 18 – The World Of Alternative Investments →

Duration:00:35:47

Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise

10/19/2020
Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners. Today, Jonathan Freeman is joined by John Parise and Michael Parise … Continue reading Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise →

Duration:00:34:59

Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted Conrads

9/30/2020
The single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental … Continue reading Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted...

Duration:00:45:32

Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election

9/16/2020
The Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you … Continue reading Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election →

Duration:00:28:37

Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon

9/2/2020
Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to … Continue reading Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon →

Duration:00:29:31

Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman

8/19/2020
Multi-family real estate can provide a tax-efficient wealth-building model for yourself and your family. But has COVID-19 impacted the market, and if so, how? Today, Derek Myron speaks with Mark Gleiberman, CEO of MG Properties about multi-family real estate, the tax implications of multi-family real estate, and the impacts of COVID on the multi-family real … Continue reading Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman →

Duration:00:35:19

Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives

8/5/2020
Businesses of all sizes face risk in the best (and worst) of economic times, and it’s important as a business owner to make sure that you are covered. In this episode, Jonathan Freeman is joined by Mark Sims from Captive Alternatives to discuss alternative insurance options for risk management and how business owners and entrepreneurs … Continue reading Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives →

Duration:00:46:17

Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks

7/22/2020
WINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies, but what do all these acronyms really mean, and how can this strategy help save you money in taxes? In this episode of Live Life Liberated, Kyle Malmstrom is joined by Levitzacks’ tax strategist Mark Morris to discuss the ING strategy—who … Continue reading Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks →

Duration:00:31:46

Episode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the Passage of the SECURE Act – With Guest Mike Zelch

7/8/2020
For many high-income earners, the problem they face when it comes to saving for retirement is an inability to save enough money pre-tax to meet their retirement goals. Rather than utilizing an “off-the-shelf” solution, Centura shares how options exist to supersize their deductions in a Defined Benefits Plan. In this episode, Derek Myron speaks with … Continue reading Episode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the...

Duration:00:27:24

Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & Young

5/29/2020
The Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, is an economic law designed to address the financial impact of the COVID-19 pandemic. But how does this act provide support for entrepreneurs and business owners? Today, Kyle Malmstrom joins Ernst & Young partner Ken Van Damme to provide an update on the … Continue reading Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & Young →

Duration:00:36:14

Episode 8 – Powerful Strategies for True Asset Protection –– With Siddharth Chhokar

5/8/2020
With 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group about how ultra-wealthy individuals can achieve true asset protection. They discuss powerful planning options for people who live in states that don’t have … Continue reading Episode 8 – Powerful Strategies for True Asset Protection –– With Siddharth Chhokar →

Duration:00:36:26

Episode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Yates, CEO of Endeavor Bank

5/1/2020
The Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity. In part three of the PPP loans series, Derek Myron speaks with Dan Yates, CEO at Endeavour Bank, to offer an insight from the … Continue reading Episode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Yates, CEO of Endeavor Bank →

Duration:00:29:58

Episode 6 — How can small business owners optimize SBA PPP loans? – with Curt Welker, CPA and Tax Partner of PKF San Diego

4/24/2020
Congress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that business owners gain an in-depth understanding of this program in order to optimize SBA PPP loans. At Centura Wealth Advisory, we help small business … Continue reading Episode 6 — How can small business owners optimize SBA PPP loans? – with Curt Welker, CPA and Tax Partner of PKF San Diego →

Duration:00:29:49

SPECIAL UPDATE: COVID-19, PART 2

4/21/2020
In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the COVID-19 economic shut down, and follow up on some previously shared information. As the circumstances are constantly changing, we want our clients and the community to be well informed. Dan Yates, CEO of Endeavor Bank, returns for … Continue reading SPECIAL UPDATE: COVID-19, PART 2 →

Duration:00:28:51

Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

4/15/2020
Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David … Continue reading Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq. →

Duration:00:36:17

SPECIAL UPDATE: COVID-19

4/10/2020
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Derek Myron of Centura Wealth Advisory speaks with Dan Yates CEO of Endeavor Bank. Dan shares updates on the ever-evolving processes … Continue reading SPECIAL UPDATE: COVID-19 →

Duration:00:30:03