Live Life Liberated

Centura Wealth Advisory
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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.

  1. 4D AGO

    Navigating Post-Election Exemption Planning

    Are you prepared for the changes on the horizon with estate tax exemptions?  Let’s discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the … Read More Read More

    26 min

  2. MAR 3

    The Power of Strategic Financial Planning (Ep. 106)

    Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success! In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly … Read More Read More

    34 min

  3. JAN 6

    Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)

    Are you leaving money on the table? If you’re a high-net-worth family or business owner, hidden tax savings could add up to millions in your real estate or business.  But how do you find them? This week on Live Life Liberated, Derek Myron sits down with tax professional Eric P Wallace to talk about strategies … Read More Read More

    36 min

  4. 12/04/2024

    A Better Way to Manage Your Wealth (Ep. 104)

    How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets? This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to … Read More Read More

    35 min

  5. 11/13/2024

    How Trusts Can Protect Your Wealth (Ep. 103)

    With tax laws on the brink of change, how can high-net-worth families not only protect their wealth but maximize their tax efficiency?  This week on Live Life Liberated, Kyle Malmstrom, Managing Director at Centura Wealth Advisory, and Adam Buchwalter, Partner at Wilson Elser, deliver a powerful, must-hear breakdown of the critical differences between grantor and … Read More Read More

    25 min

  6. 10/24/2024

    From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

    What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy? At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved. Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million … Read More Read More

    32 min

  7. 10/09/2024

    The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

    What’s the secret to cultivating a workplace where people are empowered, engaged, and driven to succeed? At Centura Wealth Advisory, it all starts with a commitment to core values and a leadership approach rooted in trust and open communication.  Krystal Puryear, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how Centura … Read More Read More

    20 min

  8. 09/25/2024

    Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

    Are you fully capitalizing on your business’s financial strategy? If not, you could be missing out on critical growth opportunities and tax savings. Let’s celebrate 100 episodes of Live Life Liberated with a value-packed discussion! 🎉 This week, host Derek Myron interviews Jonny Borok, a highly experienced fractional CFO, about how these experts help business … Read More Read More

    28 min
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    Ratings & Reviews

    4.9
    out of 5
    7 Ratings

    About

    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.

    Information

    • Creator
      Centura Wealth Advisory
    • Years Active
      2020 - 2025
    • Episodes
      106
    • Rating
      Clean
    • Copyright
      © Live Life Liberated All Rights Reserved
    • Show Website
      Live Life Liberated

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