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Live Life Liberated

Centura Wealth Advisory

109 episodes

2 weeks ago

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.

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All content for Live Life Liberated is the property of Centura Wealth Advisory and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/109)

Live Life Liberated

Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)

QTIPs can do more than just clean your ears. They can provide another option in estate planning and tax strategies. Join Bryan Schick and estate and trust attorney Daniel Stolfa on “Live Life Liberated” as they unravel the intricacies of Qualified Terminable Interest Property (QTIP) trusts. This episode dives into the world of QTIP trusts, … Read More Read More

5 months ago

29 minutes 22 seconds

Live Life Liberated

How to Stay Disciplined During Market Fluctuations (Ep. 108)

Feeling on edge about your investments during these unpredictable market waves? Matt Griffith and Sean Clark are breaking down the essentials of investment behavior amidst the whirlwind of market volatility, referencing specific examples from the years we’ve seen wild swings. They focus on the art of portfolio construction and maintaining discipline even when the market … Read More Read More

6 months ago

30 minutes 14 seconds

Live Life Liberated

Navigating Post-Election Exemption Planning (Ep. 107)

Are you prepared for the changes on the horizon with estate tax exemptions? Let’s discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the … Read More Read More

7 months ago

26 minutes 9 seconds

Live Life Liberated

The Power of Strategic Financial Planning (Ep. 106)

Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success! In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly … Read More Read More

8 months ago

33 minutes 37 seconds

Live Life Liberated

Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)

Are you leaving money on the table? If you’re a high-net-worth family or business owner, hidden tax savings could add up to millions in your real estate or business. But how do you find them? This week on Live Life Liberated, Derek Myron sits down with tax professional Eric P Wallace to talk about strategies … Read More Read More

10 months ago

35 minutes 59 seconds

Live Life Liberated

A Better Way to Manage Your Wealth (Ep. 104)

How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets? This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to … Read More Read More

11 months ago

34 minutes 31 seconds

Live Life Liberated

How Trusts Can Protect Your Wealth (Ep. 103)

With tax laws on the brink of change, how can high-net-worth families not only protect their wealth but maximize their tax efficiency? This week on Live Life Liberated, Kyle Malmstrom, Managing Director at Centura Wealth Advisory, and Adam Buchwalter, Partner at Wilson Elser, deliver a powerful, must-hear breakdown of the critical differences between grantor and … Read More Read More

11 months ago

25 minutes 6 seconds

Live Life Liberated

From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy? At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved. Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million … Read More Read More

1 year ago

32 minutes 16 seconds

Live Life Liberated

The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

What’s the secret to cultivating a workplace where people are empowered, engaged, and driven to succeed? At Centura Wealth Advisory, it all starts with a commitment to core values and a leadership approach rooted in trust and open communication. Krystal Puryear, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how Centura … Read More Read More

1 year ago

19 minutes 37 seconds

Live Life Liberated

Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

Are you fully capitalizing on your business’s financial strategy? If not, you could be missing out on critical growth opportunities and tax savings. Let’s celebrate 100 episodes of Live Life Liberated with a value-packed discussion! 🎉 This week, host Derek Myron interviews Jonny Borok, a highly experienced fractional CFO, about how these experts help business … Read More Read More

1 year ago

28 minutes 10 seconds

Live Life Liberated

Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

Could your business be missing out on thousands in tax savings right now? In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduction — a powerful yet often overlooked tax benefit designed to help small businesses reduce their tax burden. Despite its potential, many business owners … Read More Read More

1 year ago

19 minutes 30 seconds

Live Life Liberated

Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment? Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of … Read More Read More

1 year ago

33 minutes 56 seconds

Live Life Liberated

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

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

1 year ago

36 minutes 42 seconds

Live Life Liberated

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

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

1 year ago

26 minutes 52 seconds

Live Life Liberated

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

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

1 year ago

52 minutes 22 seconds

Live Life Liberated

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

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

1 year ago

32 minutes 59 seconds

Live Life Liberated

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

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

1 year ago

35 minutes 47 seconds

Live Life Liberated

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

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

1 year ago

36 minutes 39 seconds

Live Life Liberated

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

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

1 year ago

41 minutes 53 seconds

Live Life Liberated

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

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

1 year ago

35 minutes 22 seconds