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 8 – Powerful Strategies for True Asset Protection –– With Siddharth Chhokar
With 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group a…
00:36:26 |
Fri 08 May 2020
Episode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Yates, CEO of Endeavor Bank
The Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity. I…
00:29:59 |
Fri 01 May 2020
Episode 6 — How can small business owners optimize SBA PPP loans? – with Curt Welker, CPA and Tax Partner of PKF San Diego
Congress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that …
00:29:50 |
Fri 24 Apr 2020
Episode 5 – SPECIAL UPDATE: COVID-19, PART 2
In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the COVID-19 economic shut down, and follow up on some previously shared information. As the …
00:28:51 |
Tue 21 Apr 2020
Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.
Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do …
00:36:18 |
Wed 15 Apr 2020
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of un…
00:30:04 |
Fri 10 Apr 2020
Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)
While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs.…
00:28:42 |
Wed 01 Apr 2020
Episode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, CFP®
Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who …
00:20:56 |
Wed 18 Mar 2020
Episode 1 — Introducing the Live Life Liberated Podcast
Centura Wealth Advisory is pleased to introduce the Live Life Liberated Podcast! In this inaugural episode of the series, founding managing directors, Derek Myron and Kyle Malmstrom, introduce Centur…
00:33:59 |
Fri 28 Feb 2020
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