57 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.

    Applications of Structured Notes in the Current Market Environment (Ep. 58)

    Applications of Structured Notes in the Current Market Environment (Ep. 58)

    Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet? No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio. In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss … Continue reading Applications of Structured Notes in the Current Market Environment (Ep. 58) →

    • 39 min
    The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

    The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

    After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial … Continue reading The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57) →

    • 27 min
    Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

    Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

    As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors. In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge … Continue reading Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56) →

    • 35 min
    The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

    The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

    We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years. In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. … Continue reading The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55) →

    • 23 min
    Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

    Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

    With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money. In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates. Paul … Continue reading Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54) →

    • 34 min
    Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

    Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

    Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer. In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and … Continue reading Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53) →

    • 31 min

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