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
Centura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)
After moving from China to the US in 1989 to pursue his Ph.D. in psychology at UCSD, Tony Chen transitioned from an academic in post-doctorate studies to business — becoming a lifelong entrepreneur a…
00:27:21 |
Wed 08 Feb 2023
How To Cut Your Tax Bill by Navigating the Cap on SALT Deductions (Ep. 68)
In 2017, the state and local tax (SALT) deduction was capped. This severely impacted the taxes for many people, especially the high-income earners in high-income-tax states. In this episode, Roby Kot…
00:31:01 |
Wed 18 Jan 2023
Section 1202: How Business Owners Can Save Millions of Dollars in Taxes (Ep. 67)
Section 1202 of the IRS code can potentially save eligible business owners millions of dollars in taxes. However, it is an underutilized section as few business owners know how to successfully implem…
00:31:01 |
Wed 04 Jan 2023
“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)
At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in y…
00:30:30 |
Wed 14 Dec 2022
Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)
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 yo…
00:38:48 |
Wed 30 Nov 2022
Centura Client Experience from Retired Executives Point of View (Ep. 64)
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 s…
00:29:45 |
Wed 16 Nov 2022
Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)
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 priv…
00:33:05 |
Wed 02 Nov 2022
What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)
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 …
00:31:48 |
Wed 28 Sep 2022
How To Earn Greater Returns in a Risky Environment (Ep. 61)
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…
00:34:45 |
Wed 14 Sep 2022
Centura Client Experience from Retired Executives Point of View (Ep. 60)
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…
00:34:00 |
Wed 31 Aug 2022
Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)
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. I…
00:24:28 |
Wed 17 Aug 2022
Applications of Structured Notes in the Current Market Environment (Ep. 58)
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 no…
00:39:41 |
Wed 03 Aug 2022
The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)
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 Ad…
00:27:59 |
Wed 20 Jul 2022
Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)
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 Lo…
00:35:54 |
Wed 06 Jul 2022
The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)
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 nea…
00:23:28 |
Wed 22 Jun 2022
Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)
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 Inv…
00:34:54 |
Wed 08 Jun 2022
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)
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…
00:31:25 |
Wed 04 May 2022
How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)
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 infla…
00:31:39 |
Wed 20 Apr 2022
What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)
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 tha…
00:37:39 |
Wed 06 Apr 2022
The Current Commercial Real Estate Landscape in Southern California (Ep. 50)
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 Vo…
00:25:23 |
Wed 23 Mar 2022
Disclaimer: The podcast and artwork embedded on this page are the property of Centura Wealth Advisory. This content is not affiliated with or endorsed by eachpod.com.