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.
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
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
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
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
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
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
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
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
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
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