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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. 83 ING Trusts: How to Minimize State Income Taxes 

The Power of an ING Trust: Reducing State Income Taxes For high-net-worth individuals living in high-tax states, state income taxes can be a significant financial burden. However, there is a way to lower these taxes without physically moving: an Incomplete Non-Grantor (ING) Trust. In episode 83 of Live Life Liberated, Centura Wealth Advisory’s Kyle Malmstrom […]

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August 31, 2023
https://centurawealth.com/wp-content/uploads/2025/03/ING-Trusts_-How-to-Minimize-State-Income-Taxes-Ep.-83.jpg 835 1257 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-08-31 08:59:002025-04-08 16:16:41Ep. 83 ING Trusts: How to Minimize State Income Taxes 
Real estate, keychain with house symbol. Key with finance blank.
NEWS, PODCASTS

Ep. 82 The QPRT Strategy: How to Reduce Estate and Gift Taxes

When planning to pass wealth to future generations, minimizing estate and gift taxes is a key consideration. One strategy that offers significant tax advantages is the Qualified Personal Residence Trust (QPRT). In this episode of Live Life Liberated, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, and Samantha Lawrence, CFP®, discuss how the QPRT strategy works, its […]

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August 16, 2023
https://centurawealth.com/wp-content/uploads/2025/03/The-QPRT-Strategy_-How-to-Reduce-Estate-and-Gift-Taxes-.jpg 836 1254 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-08-16 08:54:002025-04-08 16:16:41Ep. 82 The QPRT Strategy: How to Reduce Estate and Gift Taxes
insurance form, calculator and pen on the table
INSURANCE SOLUTIONS, NEWS, PODCASTS

Ep. 81 How to Achieve Tax Efficiency With Private Placement Life Insurance With Chris Hyman

Understanding Private Placement Life Insurance (PPLI) for High-Net-Worth Individuals For high-net-worth and ultra-high-net-worth individuals, protecting and growing wealth while minimizing taxes is a key priority. However, not all assets generate tax-efficient income, making tax planning strategies essential. One such strategy is Private Placement Life Insurance (PPLI), which offers tax efficiency, flexibility, and investment customization. In […]

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August 2, 2023
https://centurawealth.com/wp-content/uploads/2025/03/How-to-Achieve-Tax-Efficiency-With-Private-Placement-Life-Insurance-With-Christopher-Hyman-Ep.-81.jpg 837 1254 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-08-02 08:50:002025-04-08 16:43:27Ep. 81 How to Achieve Tax Efficiency With Private Placement Life Insurance With Chris Hyman
wealth advisors Centura Advisor Program
INVESTING, NEWS, PODCASTS

Ep 71: Inside Centura’s Elite Advisor Collaboration Program

At Centura Wealth Advisory, we believe that collaboration is key to achieving financial success for their clients.  In Episode 71 of our podcast, Live Life Liberated, we discussed our new program, the Elite Advisor Collaboration Program (EACP), which aims to help financial advisors achieve success by collaborating with other top-tier professionals. Collaborating for Success EACP […]

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March 8, 2023
https://centurawealth.com/wp-content/uploads/2025/01/Screenshot-2025-01-30-at-5.06.21 PM.png 524 789 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-03-08 01:03:002025-04-08 16:16:40Ep 71: Inside Centura’s Elite Advisor Collaboration Program
wealth advisors discuss Pass through Entities
NEWS, PODCASTS, TAX PLANNING

Ep. 70: Everything You Need to Know about Pass-Through Entities

Pass-through entities are a popular business structure for small business owners that allow profits and losses to pass through to the owners’ personal tax returns instead of being taxed at the corporate level.  In Episode 70 of the Live Life Liberated podcast, Chuck Levun, a tax and business attorney with Levun, Goodman and Cohen, shares […]

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February 22, 2023
https://centurawealth.com/wp-content/uploads/2025/01/Screenshot-2025-01-30-at-4.58.17 PM.png 330 935 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-02-22 00:48:002025-04-08 16:16:40Ep. 70: Everything You Need to Know about Pass-Through Entities
NEWS, PODCASTS

Ep. 69:The Importance of Passion and Professional Help in Starting a Business

Starting a business can be both exciting and challenging. Many entrepreneurs start their businesses out of passion, hoping to create something new, solve a problem or fill a gap in the market. However, passion alone is not enough to ensure the success of a business. A range of skills, including effective communication, problem-solving, and financial […]

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February 8, 2023
https://centurawealth.com/wp-content/uploads/2025/01/ep69-TonyChen.jpg 1414 2121 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2023-02-08 11:15:002025-04-08 16:16:39Ep. 69:The Importance of Passion and Professional Help in Starting a Business
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INSIGHTS

  • Annual review, business, customer review. Action plan, review evaluation time for review inspection assessment auditing. Learning, improvement, planning and development. End of year business concept.
    Market Month in Review – April 2025
  • Close up of businessman using digital tablet with calendar planner and organizer to plan and reminder daily appointment, meeting agenda, schedule, timetable, and management, event planning
    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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