Live Life Liberated

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.... Show More

Episodes

The Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, is an economic law designed to address the financial impact of the COVID-19 pandemic. But how does this act provide support for entrepreneurs and business owners? Today, Kyle Malmstrom joins Ernst & Young partner Ken Van Damme to provide an update on the … Continue reading Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth I...
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With 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group about how ultra-wealthy individuals can achieve true asset protection. They discuss powerful planning options for people who live in states that don’t have … Continue reading Episode 8 – Powerful Strategies for True Asset Protection –– ...
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The Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity.   In part three of the PPP loans series, Derek Myron speaks with Dan Yates, CEO at Endeavour Bank, to offer an insight from the … Continue reading Episode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Y...
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Congress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that business owners gain an in-depth understanding of this program in order to optimize SBA PPP loans. At Centura Wealth Advisory, we help small business … Continue reading Episode 6 — How can small business owners optimize SBA PPP loans? –...
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April 21, 2020 28 min
In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the  COVID-19 economic shut down, and follow up on some previously shared information. As the circumstances are constantly changing, we want our clients and the community to be well informed. Dan Yates, CEO of Endeavor Bank, returns for … Continue reading SPECIAL UPDATE: COVID-19, PART 2 →
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Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David … Continue reading Episode 4 — Harnessing the General Power of Appointment f...
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April 10, 2020 30 min
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.  Derek Myron of Centura Wealth Advisory speaks with Dan Yates CEO of Endeavor Bank.  Dan shares updates on the ever-evolving processes … Continue reading SPECIAL UPDATE: COVID-19 →
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While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs.  But Centura Wealth Advisory sees CLATs as a tool that can offer so much more. Today, Derek Myron joins Centura’s director of planning … Continue reading Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Tr...
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Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who share their vision of what it means to have Liberated Wealth™. Today, you’ll meet one of those team members, Centura’s co-chief investment officer David … Continue reading Episode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, C...
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Centura Wealth Advisory is pleased to introduce the Live Life Liberated Podcast! In this inaugural episode of the series, founding managing directors, Derek Myron and Kyle Malmstrom, introduce Centura Wealth Advisory and how they help clients liberate their wealth with planning, precision, and purpose. In this episode, you’ll learn: Who Centura Wealth Advisory serves (and … Continue reading Episode 1 — Introducing the Live Life Lib...
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