Live Life Liberated Jonathan Freeman

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

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

As your wealth grows, your financial planning needs become significantly more complex. At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individuals, helping them lighten the burdens of wealth! In this episode, Kyle Malmstrom and Sean Clark, MBA, talk about Centura’s Liberated Wealth® process, including an overview of our sophisticated wealth management … Read More Read More

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework. In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about … Read More Read More

There is a wide disparity in tax rates between U.S. states. For example, the top tax rate in California is 13.3%, while South Dakota has 0% state tax on trusts! However, if you live in a high-income-tax state, you can still benefit from lower tax rates without moving physically. In this episode, Kyle Malmstrom, Managing … Read More Read More

While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, … Read More Read More