Live Life Liberated

By: Centura Wealth Advisory
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  • Summary

  • 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.
    Live Life Liberated All Rights Reserved
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Economics Management Management & Leadership Personal Finance
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Episodes
  • The Power of Strategic Financial Planning (Ep. 106)

    The Power of Strategic Financial Planning (Ep. 106)
    Mar 3 2025
    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 …

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    34 mins
  • Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)

    Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)
    Jan 6 2025
    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 …

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    36 mins
  • A Better Way to Manage Your Wealth (Ep. 104)

    A Better Way to Manage Your Wealth (Ep. 104)
    Dec 4 2024
    How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets? This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to …

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    35 mins

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