90 episodes

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.

Live Life Liberated Jonathan Freeman

    • Business

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.

    Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)

    Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)

    Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance … Read More Read More

    • 41 min
    Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)

    Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)

    In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side. Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes! Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, … Read More Read More

    • 35 min
    How to Plan for the Looming Estate Tax Issue (Ep. 89)

    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 Malmstrom, Managing Director, and Christopher Hyman, Director of Insurance Solutions, refer to strategies to reduce the estate tax liability … Read More Read More

    • 29 min
    Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)

    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 clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning,  explore the benefits … Read More Read More

    • 37 min
    Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

    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 House, and the threat of a government shutdown are adding to the stress? In this episode, Matt Griffith, CFP®, Senior Wealth Advisor, … Read More Read More

    • 31 min
    Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)

    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 Myron, CEO, and Jonathan Freeman, COO, share actionable ideas to build a thriving corporate culture. They tap into best practices that have helped Centura Wealth Advisory … Read More Read More

    • 31 min

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