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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.
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.
109 Episodes
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QTIPs can do more than just clean your ears. They can provide another option in estate planning and tax strategies. Join Bryan Schick and estate and trust attorney Daniel Stolfa on “Live Life Liberated” as they unravel the intricacies of Qualified Terminable Interest Property (QTIP) trusts. This episode dives into the world of QTIP trusts, … Read More Read More
Feeling on edge about your investments during these unpredictable market waves? Matt Griffith and Sean Clark are breaking down the essentials of investment behavior amidst the whirlwind of market volatility, referencing specific examples from the years we’ve seen wild swings. They focus on the art of portfolio construction and maintaining discipline even when the market … Read More Read More
Are you prepared for the changes on the horizon with estate tax exemptions? Let’s discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the … Read More Read More
Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success! In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly … Read More Read More
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
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