Live Life Liberated
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.
- Update frequency
- every 15 days
- Average duration
- 32 minutes
- Episodes
- 109
- Years Active
- 2020 - 2025
How to Plan for the Looming Estate Tax Issue (Ep. 89)
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 Mal…
00:29:39 |
Wed 27 Dec 2023
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
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 client…
00:37:02 |
Wed 13 Dec 2023
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
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…
00:31:38 |
Wed 22 Nov 2023
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
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 Myr…
00:31:25 |
Wed 08 Nov 2023
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
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 individua…
00:26:58 |
Wed 25 Oct 2023
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
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…
00:27:23 |
Wed 27 Sep 2023
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
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-…
00:37:51 |
Thu 31 Aug 2023
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
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 R…
00:27:04 |
Wed 16 Aug 2023
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
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. …
00:27:29 |
Wed 02 Aug 2023
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
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 interna…
00:31:16 |
Wed 19 Jul 2023
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
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 Ma…
00:39:38 |
Wed 05 Jul 2023
Centura Client Experience: Exiting a Business (Ep. 78)
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…
00:34:39 |
Wed 21 Jun 2023
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment? In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a rang…
00:44:42 |
Wed 07 Jun 2023
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
Krista Schmitt, a retired CPA, has spent nearly 30 years working for a Fortune-500 company in the area of accounting and financial information systems. Despite her financial background, she knew she …
00:43:12 |
Wed 24 May 2023
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)
If you’re a financial advisor, you know that the industry can be tough to navigate alone. The key to growth lies in collaboration with fellow professionals. Collaboration not only paves the way for a…
00:40:37 |
Wed 10 May 2023
Private Fiduciaries and Their Role in Estate Planning with David Stapleton (Ep. 74)
Private fiduciaries can play a critical role in managing and protecting the assets of their clients. They also help ensure that their clients’ wishes are carried out after they are gone and their ass…
00:35:20 |
Thu 20 Apr 2023
Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)
High-interest rates have caused both stocks and bonds to perform poorly in recent months. However, looking beyond stocks and bonds, private credit and direct lending have emerged as particularly attr…
00:40:16 |
Wed 05 Apr 2023
How To Navigate International Tax Planning With Connor Southwell (Ep. 72)
Whether you are a U.S. citizen with international sources of income or a foreign national conducting business in the U.S., it is important to understand how international taxation works so that you d…
00:40:17 |
Wed 22 Mar 2023
Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
When financial advisors collaborate with fellow professionals (EPAs, CPAs, other advisors, etc.), it helps them improve their client service and simultaneously accelerate their own growth. This is th…
00:22:00 |
Wed 08 Mar 2023
Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)
Pass-through entities are complex, but it’s important to pick the one that’s best for your business needs from the get-go. In this episode, Kyle Malmstrom speaks with Chuck Levun, a partner at Levun,…
00:41:17 |
Wed 22 Feb 2023
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