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Live Life Liberated Podcast

Real Stories and Interviews

Welcome to the Live Life Liberated Podcast, where Centura Wealth Advisory delivers the strategies, insights, and techniques you need to take control of your wealth.

We cut through complexity to bring you innovative tax planning and wealth management solutions—helping you protect and grow your assets with precision. Join us as we share real-world strategies, backed by experience and research, to turn financial burdens into opportunities to live your live… liberated

ACCESS ALL PODCAST EPISODES HERE
NEWS, PODCASTS

Ep. 107 Navigating Post-Election Exemption Planning

What Post-Election Exemption Planning Means for Your Estate With the current federal estate tax exemption set to sunset at the end of 2025, high-net-worth individuals have a rare opportunity to optimize their wealth transfer strategies. In this episode of Live Life Liberated, host Bryan Schick is joined by Dan Stolfa, Senior Wealth Advisor and former […]

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March 26, 2025
https://centurawealth.com/wp-content/uploads/2025/03/iStock-2182909291.jpg 1414 2121 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2025-03-26 19:36:032025-04-08 16:16:44Ep. 107 Navigating Post-Election Exemption Planning
NEWS, PODCASTS

Ep. 106 The Power of Strategic Financial Planning

The Power of Strategic Financial Planning Success in financial planning isn’t just about making money—it’s about making the right decisions at the right time. As wealth grows, so does the complexity of managing it effectively. That’s why high-achieving professionals and business owners must level up their financial strategy and assemble the right advisory team. In […]

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March 3, 2025
https://centurawealth.com/wp-content/uploads/2025/03/The-Power-of-Strategic-Financial-Planning-Ep.-106.jpg 836 1254 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2025-03-03 21:01:462025-04-08 16:16:44Ep. 106 The Power of Strategic Financial Planning
high net worth individuals tax planning
NEWS, PODCASTS, TAX PLANNING

Ep. 105: Are You Leaving Money on the Table? Unlock Wealth You Didn’t Know You Had

If you’re a high-net-worth individual or a business owner, there’s a good chance you might be missing out on significant tax savings. These opportunities, often hidden within the complexities of tax codes and financial strategies, could add up to millions—especially if you own real estate or operate a thriving business. So, how can you uncover […]

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January 6, 2025
https://centurawealth.com/wp-content/uploads/2025/01/Screenshot-2025-01-30-at-4.37.44 PM.png 594 892 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2025-01-06 00:30:002025-04-08 16:16:44Ep. 105: Are You Leaving Money on the Table? Unlock Wealth You Didn’t Know You Had
high net worth individuals tax planning
NEWS, PODCASTS, TAX PLANNING

Ep. 104: How to Protect Wealth & Maximize Tax Efficiency for High-Net-Worth Families & Business Owners

In today’s unpredictable financial environment, high-net-worth families and business owners face unique challenges when it comes to protecting their wealth and maximizing tax efficiency. As markets fluctuate and tax laws evolve, finding strategies that both safeguard assets and optimize returns is paramount. This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, […]

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December 4, 2024
https://centurawealth.com/wp-content/uploads/2025/01/Screenshot-2025-01-30-at-4.25.47 PM.png 402 608 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-12-04 00:21:002025-04-08 16:16:44Ep. 104: How to Protect Wealth & Maximize Tax Efficiency for High-Net-Worth Families & Business Owners
Grantor vs. Non-Grantor Trusts: Tax Strategies for Wealth Preservation in wealth management office
NEWS, PODCASTS, TAX PLANNING

Ep. 103: Grantor vs. Non-Grantor Trusts: Tax Strategies for Wealth Preservation

Trust planning can be overwhelming, especially with tax laws that seem to change constantly. But understanding the ins and outs of grantor and non-grantor trusts is key to making smart decisions about your wealth and legacy. In this episode of the Live Life Liberated podcast, Kyle Malmstrom from Centura Wealth Advisory and Adam Buchwalter from […]

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November 13, 2024
https://centurawealth.com/wp-content/uploads/2025/01/Screenshot-2025-01-30-at-4.46.03 PM.png 544 819 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-11-13 00:40:002025-04-08 16:16:44Ep. 103: Grantor vs. Non-Grantor Trusts: Tax Strategies for Wealth Preservation
Centura Wealth Building Legacy
NEWS, PODCASTS

Ep. 102: From Planning to Profit: The Centura Wealth Approach

Managing significant wealth comes with complexities that go beyond basic financial planning. For ultra-high-net-worth families—those with a net worth of $20 million or more and annual incomes exceeding $2 million—building a lasting legacy requires a strategic and personalized approach. At Centura Wealth Advisory, Derek Myron and Sean Clark specialize in crafting solutions tailored to the […]

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October 24, 2024
https://centurawealth.com/wp-content/uploads/2025/02/iStock-1917771195-3.jpg 836 1253 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-10-24 06:16:232025-04-08 16:16:43Ep. 102: From Planning to Profit: The Centura Wealth Approach
centura wealth team
NEWS, PODCASTS

Ep. 101: The Leadership Approach Driving Centura’s Success

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, SHRM-CP, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how […]

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October 10, 2024
https://centurawealth.com/wp-content/uploads/2025/02/iStock-677808784.jpg 836 1254 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-10-10 16:17:592025-04-08 16:16:43Ep. 101: The Leadership Approach Driving Centura’s Success
business tax savings
NEWS, PODCASTS, TAX PLANNING

Ep 100: How a Fractional CFO Can Elevate Your Wealth Strategy

Managing a successful business requires more than just revenue growth—it demands strategic financial oversight, tax optimization, and precise estate planning. If you are not fully capitalizing on your business’s financial strategy, you could be missing out on significant opportunities. That is why Live Life Liberated is celebrating its 100th episode with a value-packed discussion. In […]

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September 24, 2024
https://centurawealth.com/wp-content/uploads/2024/09/iStock-2149838473-1-scaled.jpg 1159 2560 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-09-24 02:26:002025-04-08 16:16:43Ep 100: How a Fractional CFO Can Elevate Your Wealth Strategy
tax savings
NEWS, PODCASTS, TAX PLANNING

Ep 99: Is Your Business Missing Out on Thousands in Tax Savings?

Many small business owners miss out on significant tax savings each year simply because they’re unaware of certain deductions. One of the most overlooked opportunities is the Qualified Business Income (QBI) deduction. This powerful tax break, introduced in the 2017 Tax Cuts and Jobs Act, allows eligible business owners to deduct up to 20% of […]

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September 5, 2024
https://centurawealth.com/wp-content/uploads/2025/02/iStock-2189657642.jpg 1414 2120 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-09-05 00:59:002025-04-08 16:16:43Ep 99: Is Your Business Missing Out on Thousands in Tax Savings?
An image of a multifamily apartment building to illustrate the focus of this article Investing in Multifamily Real Estate
NEWS, PODCASTS

Ep. 98 Investing in Multifamily Real Estate with Rob Ireland

Why Multifamily Real Estate Is a Smart Investment Multifamily real estate has long been recognized as a resilient and potentially lucrative asset class. In a recent episode of Live Life Liberated, Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, sat down with Rob Ireland, Managing Director at Continental Realty Assets (CRA), […]

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August 21, 2024
https://centurawealth.com/wp-content/uploads/2025/02/investing-in-multifamily-real-estate-with-rob-ireland-Episode-98.jpg 1453 2064 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-08-21 10:22:002025-04-08 16:16:43Ep. 98 Investing in Multifamily Real Estate with Rob Ireland
A warehouse representing successful business owners and the speaker in this podcast Charlie Neer
NEWS, PODCASTS

Ep. 97 Working With Centura: Candid Feedback From Our Client Charlie Neer

A Personal Wealth Management Journey Charlie Neer, Chief Revenue Officer (US) at MiQ, has navigated a transformative financial journey over the past two years as a client of Centura Wealth Advisory. In a candid conversation with Centura’s Managing Director, Derek Myron, Charlie shares his experiences, lessons learned, and how his financial strategy is now more […]

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June 26, 2024
https://centurawealth.com/wp-content/uploads/2025/02/Ep-97-Working-with-Centura-Charlie-Neer-scaled.jpg 1075 2560 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-06-26 12:47:002025-04-08 16:16:43Ep. 97 Working With Centura: Candid Feedback From Our Client Charlie Neer
Exit negotiations in a board room through a plate glass window
NEWS, PODCASTS

Ep. 96 Exit Readiness: How to Prepare Your Business for Sale

Many business owners assume they are five years away from selling their company. The problem? That five-year window often remains constant, year after year. Without proper planning, the timeline for exit can keep getting pushed back until it’s too late to maximize value and ensure a smooth transition. In a recent episode of the Live […]

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June 12, 2024
https://centurawealth.com/wp-content/uploads/2025/02/Ep-96-Exit-Readiness.jpg 1414 2121 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2024-06-12 01:01:002025-04-08 16:16:43Ep. 96 Exit Readiness: How to Prepare Your Business for Sale
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    Market Month in Review – April 2025
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    Q1 2025 Market Wrap: You get a tariff. You get a tariff. Everybody gets a tariff!
  • Long-Term Investing: Why Market Timing Fails and Diversification Wins
  • Ep. 107 Navigating Post-Election Exemption Planning

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Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.

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CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For more information click here

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