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
Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services
Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business. But when a claim happens, who is…
00:24:48 |
Wed 21 Apr 2021
Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1
Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees. In part one of this two-part series, join Kyle Malmstrom and Roy Far…
00:45:16 |
Wed 24 Mar 2021
Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio
Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series,…
00:29:32 |
Wed 10 Mar 2021
Episode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA Capital
The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Pet…
00:30:50 |
Wed 24 Feb 2021
Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare
Now that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myr…
00:31:01 |
Wed 10 Feb 2021
Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris
Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option m…
00:29:38 |
Wed 27 Jan 2021
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
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, Jonath…
00:30:06 |
Wed 13 Jan 2021
Episode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom Burns
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 e…
00:38:42 |
Wed 30 Dec 2020
Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief Outsiders
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…
00:28:14 |
Wed 16 Dec 2020
Episode 19 – Potential Tax Implications from 2020 National and California State Elections
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 Da…
00:44:20 |
Wed 02 Dec 2020
Episode 18 – The World Of Alternative Investments
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 …
00:35:47 |
Wed 04 Nov 2020
Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise
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 busin…
00:35:00 |
Mon 19 Oct 2020
Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted Conrads
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 C…
00:45:32 |
Wed 30 Sep 2020
Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election
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 Malmstr…
00:28:37 |
Wed 16 Sep 2020
Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon
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…
00:29:32 |
Wed 02 Sep 2020
Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman
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 Glei…
00:35:20 |
Wed 19 Aug 2020
Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives
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 …
00:46:17 |
Wed 05 Aug 2020
Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks
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…
00:31:46 |
Wed 22 Jul 2020
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
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-t…
00:27:25 |
Wed 08 Jul 2020
Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & Young
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 f…
00:36:14 |
Fri 29 May 2020
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