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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.
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6 January 2025
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

35 min
4 December 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

34 min
13 November 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
24 October 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
9 October 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

19 min
25 September 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
4 September 2024
Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

Could your business be missing out on thousands in tax savings right now? In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduction — a powerful yet often overlooked tax benefit designed to help small businesses reduce their tax burden. Despite its potential, many business owners … Read More Read More

19 min
21 August 2024
Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment? Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of … Read More Read More

33 min
26 June 2024
Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)

Coming from a humble background, Charlie Neer experienced financial turmoil early in his life.  But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ. Two years ago, Charlie became a client of Centura Wealth Advisory (Centura). In this episode, Centura’s … Read More Read More

36 min
12 June 2024
Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)

Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Without proper guidance and planning, you may be tempted to kick the can down the road until it’s too late. Listen … Read More Read More

26 min
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