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.

Episodes

August 3, 2022 39 min

Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet?

No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio.

In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss how structured notes operate and their applications in the current market environm...

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After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client.

In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial picture has evolved over the years.

Marilyn discusses:

  • Major wealth transfer challenges she faced...
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    As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors.

    In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge against rising interest rates (and potentially inflation).

    Christopher disc...

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    We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years.

    In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. Tina provides a glimpse into what it’s like to work with Centura Wealth Advisory (Centura) and how ...

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    With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money.

    In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates.

    Paul discusses:

  • How real estate in general responds to inflationary pressures
  • ...
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    Recently, we had a great addition to our team!

    In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer.

    In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and professional journey. Seth also shares his future plans with the firm and the type of ...

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    Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates.

    During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns?

    Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this question in today’s episode! They explore financial planning an...

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    One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. 

    And who better to talk about the client experience than one of our current clients?

    In this episode, Roby Kotcamp interviews our client David Pann, who has held executive positions at major tech companies like Microsoft, Yahoo!, and Netscape, and is currently on the path to retirement. Dav...

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    Are you looking for lucrative real estate opportunities in Southern California?

    If yes, then this episode is for you.

    In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with potential investment opportunities for both individuals and businesses.

    Eri...

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    If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position.

    So, what should you do when a major portion of your wealth is tied up in a single stock?

    Sean Clark, Director of Financial Planning, and David Cariani, Chief Investment Officer, answer this question in today’s episode. They unpac...

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    Do you want to diversify your portfolio by investing outside of the U.S. markets? If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging markets — India.  In this episode, Derek Myron is joined by Manu Rikhye, partner at GrowX Venture Management. They talk … Continue reading Private Equity Investment Opportunities in India (Ep. 48) →
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    Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. They walk you through the different platforms … Continue reading Cryptocurrency and Blockchain: A Revolution in Financial Se...
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    The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. Yet, if you have no idea what cryptocurrency is and how blockchain technology works, you’re not alone! In part one of this two-part miniseries, Kyle Malmstrom speaks with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the … Continue reading Cryptocurrency and Blockchain: A Revolution in Financi...
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    The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed. In this episode, Derek Myron and Kyle Malmstrom dive into … Continue reading 44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two →
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    Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better … Continue reading 43. Articulate Your Vision With Lois Weinblatt →
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    Over the years, you may have accumulated a large sum of wealth in your retirement accounts. But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes currently being discussed. In this episode, Derek Myron and Kyle Malmstrom discuss how the expected estate tax changes may potentially affect your retirement plan … Continue reading 42. How To Optimize Retirement Plan Distributions (In...
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    Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership. In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance … Continue reading 41. How To Become a Master Business Leader With Mitch Simon ...
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    Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations. In this episode, Kyle Malmstrom speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and … Continue reading 40. How To Minimize Estate Taxes Using ILITs With Kristina Hess →
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    We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his … Continue reading 39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp →
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    On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income. In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 … Continue reading 38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme →
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