Live Life Liberated
By Centura Wealth Advisory
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Centura Wealth Advisory
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 109
Description
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.
| Episode | Date |
|---|---|
|
Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)
|
May 14, 2025 |
|
How to Stay Disciplined During Market Fluctuations (Ep. 108)
|
Apr 30, 2025 |
|
Navigating Post-Election Exemption Planning (Ep. 107)
|
Mar 26, 2025 |
|
The Power of Strategic Financial Planning (Ep. 106)
|
Mar 03, 2025 |
|
Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)
|
Jan 06, 2025 |
|
A Better Way to Manage Your Wealth (Ep. 104)
|
Dec 04, 2024 |
|
How Trusts Can Protect Your Wealth (Ep. 103)
|
Nov 13, 2024 |
|
From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)
|
Oct 24, 2024 |
|
The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)
|
Oct 09, 2024 |
|
Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)
|
Sep 25, 2024 |
|
Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)
|
Sep 04, 2024 |
|
Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)
|
Aug 21, 2024 |
|
Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)
|
Jun 26, 2024 |
|
Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)
|
Jun 12, 2024 |
|
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
|
May 01, 2024 |
|
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
|
Apr 17, 2024 |
|
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
|
Apr 03, 2024 |
|
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
|
Mar 20, 2024 |
|
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
|
Feb 14, 2024 |
|
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
|
Jan 10, 2024 |
|
How to Plan for the Looming Estate Tax Issue (Ep. 89)
|
Dec 27, 2023 |
|
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
|
Dec 13, 2023 |
|
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
|
Nov 22, 2023 |
|
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
|
Nov 08, 2023 |
|
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
|
Oct 25, 2023 |
|
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
|
Sep 27, 2023 |
|
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
|
Aug 31, 2023 |
|
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
|
Aug 16, 2023 |
|
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
|
Aug 02, 2023 |
|
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
|
Jul 19, 2023 |
|
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
|
Jul 05, 2023 |
|
Centura Client Experience: Exiting a Business (Ep. 78)
|
Jun 21, 2023 |
|
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
|
Jun 07, 2023 |
|
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
|
May 24, 2023 |
|
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)
|
May 10, 2023 |
|
Private Fiduciaries and Their Role in Estate Planning with David Stapleton (Ep. 74)
|
Apr 20, 2023 |
|
Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)
|
Apr 05, 2023 |
|
How To Navigate International Tax Planning With Connor Southwell (Ep. 72)
|
Mar 22, 2023 |
|
Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
|
Mar 08, 2023 |
|
Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)
|
Feb 22, 2023 |
|
Centura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)
|
Feb 08, 2023 |
|
How To Cut Your Tax Bill by Navigating the Cap on SALT Deductions (Ep. 68)
|
Jan 18, 2023 |
|
Section 1202: How Business Owners Can Save Millions of Dollars in Taxes (Ep. 67)
|
Jan 04, 2023 |
|
“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)
|
Dec 14, 2022 |
|
Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)
|
Nov 30, 2022 |
|
Centura Client Experience from Retired Executives Point of View (Ep. 64)
|
Nov 16, 2022 |
|
Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)
|
Nov 02, 2022 |
|
What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)
|
Sep 28, 2022 |
|
How To Earn Greater Returns in a Risky Environment (Ep. 61)
|
Sep 14, 2022 |
|
Centura Client Experience from Retired Executives Point of View (Ep. 60)
|
Aug 31, 2022 |
|
Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)
|
Aug 17, 2022 |
|
Applications of Structured Notes in the Current Market Environment (Ep. 58)
|
Aug 03, 2022 |
|
The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)
|
Jul 20, 2022 |
|
Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)
|
Jul 06, 2022 |
|
The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)
|
Jun 22, 2022 |
|
Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)
|
Jun 08, 2022 |
|
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)
|
May 04, 2022 |
|
How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)
|
Apr 20, 2022 |
|
What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)
|
Apr 06, 2022 |
|
The Current Commercial Real Estate Landscape in Southern California (Ep. 50)
|
Mar 23, 2022 |
|
What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)
|
Mar 09, 2022 |
|
Private Equity Investment Opportunities in India (Ep. 48)
|
Feb 23, 2022 |
|
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47)
|
Feb 02, 2022 |
|
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)
|
Jan 19, 2022 |
|
44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two
|
Dec 15, 2021 |
|
43. Articulate Your Vision With Lois Weinblatt
|
Dec 01, 2021 |
|
42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)
|
Nov 17, 2021 |
|
41. How To Become a Master Business Leader With Mitch Simon
|
Nov 03, 2021 |
|
40. How To Minimize Estate Taxes Using ILITs With Kristina Hess
|
Oct 20, 2021 |
|
39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp
|
Oct 06, 2021 |
|
38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme
|
Sep 22, 2021 |
|
37. The Financial Planning Guide for High-Net-Worth Families
|
Sep 08, 2021 |
|
36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower
|
Aug 25, 2021 |
|
35. Structured Notes Simplified With Robert Sowinski
|
Aug 11, 2021 |
|
34. Minimizing Taxes Through Cost Segregation With Isaac Downing
|
Jul 28, 2021 |
|
33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
|
Jun 30, 2021 |
|
32. Key Things You Need To Know About Corporate Valuations With Brent Glova
|
Jun 16, 2021 |
|
31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman
|
Jun 02, 2021 |
|
Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group
|
May 19, 2021 |
|
Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning
|
May 05, 2021 |
|
Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services
|
Apr 21, 2021 |
|
Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1
|
Mar 24, 2021 |
|
Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio
|
Mar 10, 2021 |
|
Episode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA Capital
|
Feb 24, 2021 |
|
Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare
|
Feb 10, 2021 |
|
Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris
|
Jan 27, 2021 |
|
Episode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business Grow – with Guest Jennifer Barnes, CEO of Optima Office
|
Jan 13, 2021 |
|
Episode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom Burns
|
Dec 30, 2020 |
|
Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief Outsiders
|
Dec 16, 2020 |
|
Episode 19 – Potential Tax Implications from 2020 National and California State Elections
|
Dec 02, 2020 |
|
Episode 18 – The World Of Alternative Investments
|
Nov 04, 2020 |
|
Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise
|
Oct 19, 2020 |
|
Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted Conrads
|
Sep 30, 2020 |
|
Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election
|
Sep 16, 2020 |
|
Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon
|
Sep 02, 2020 |
|
Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman
|
Aug 19, 2020 |
|
Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives
|
Aug 05, 2020 |
|
Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks
|
Jul 22, 2020 |
|
Episode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the Passage of the SECURE Act – With Guest Mike Zelch
|
Jul 08, 2020 |
|
Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & Young
|
May 29, 2020 |
|
Episode 8 – Powerful Strategies for True Asset Protection –– With Siddharth Chhokar
|
May 08, 2020 |
|
Episode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Yates, CEO of Endeavor Bank
|
May 01, 2020 |
|
Episode 6 — How can small business owners optimize SBA PPP loans? – with Curt Welker, CPA and Tax Partner of PKF San Diego
|
Apr 24, 2020 |
|
Episode 5 – SPECIAL UPDATE: COVID-19, PART 2
|
Apr 21, 2020 |
|
Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.
|
Apr 15, 2020 |
|
SPECIAL UPDATE: COVID-19
|
Apr 10, 2020 |
|
Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)
|
Apr 01, 2020 |
|
Episode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, CFP®
|
Mar 18, 2020 |
|
Episode 1 — Introducing the Live Life Liberated Podcast
|
Feb 28, 2020 |