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
What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)
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 pos…
00:41:23 |
Wed 09 Mar 2022
Private Equity Investment Opportunities in India (Ep. 48)
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 mark…
00:27:04 |
Wed 23 Feb 2022
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47)
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 Ma…
00:29:10 |
Wed 02 Feb 2022
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)
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 w…
00:27:15 |
Wed 19 Jan 2022
44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two
The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s imp…
00:28:23 |
Wed 15 Dec 2021
43. Articulate Your Vision With Lois Weinblatt
Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international visi…
00:29:11 |
Wed 01 Dec 2021
42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)
Over the years, you may have accumulated a large sum of wealth in your retirement accounts. But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes…
00:29:54 |
Wed 17 Nov 2021
41. How To Become a Master Business Leader With Mitch Simon
Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership. In this episode, Jonathan Freeman speaks w…
00:25:31 |
Wed 03 Nov 2021
40. How To Minimize Estate Taxes Using ILITs With Kristina Hess
Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transf…
00:32:38 |
Wed 20 Oct 2021
39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp
We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, intr…
00:27:52 |
Wed 06 Oct 2021
38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme
On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable …
00:34:39 |
Wed 22 Sep 2021
37. The Financial Planning Guide for High-Net-Worth Families
Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts. How can you bring them all together and create a holistic financial plan?…
00:30:32 |
Wed 08 Sep 2021
36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower
Have you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this ep…
00:28:23 |
Wed 25 Aug 2021
35. Structured Notes Simplified With Robert Sowinski
The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environ…
00:42:18 |
Wed 11 Aug 2021
34. Minimizing Taxes Through Cost Segregation With Isaac Downing
Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Direc…
00:19:04 |
Wed 28 Jul 2021
33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are mult…
00:36:37 |
Wed 30 Jun 2021
32. Key Things You Need To Know About Corporate Valuations With Brent Glova
For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busi…
00:31:35 |
Wed 16 Jun 2021
31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman
The interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode,…
00:34:07 |
Wed 02 Jun 2021
Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group
When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. In this episo…
00:31:31 |
Wed 19 May 2021
Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning
With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated. What can you do now to …
00:31:39 |
Wed 05 May 2021
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