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
  • How Trusts Can Protect Your Wealth (Ep. 103)

    How Trusts Can Protect Your Wealth (Ep. 103)
    Nov 13 2024
    With tax laws on the brink of change, how can high-net-worth families not only protect their wealth but maximize their tax efficiency? This week on Live Life Liberated, Kyle Malmstrom, Managing Director at Centura Wealth Advisory, and Adam Buchwalter, Partner at Wilson Elser, deliver a powerful, must-hear breakdown of the critical differences between grantor and …

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    25 mins
  • From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

    From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)
    Oct 24 2024
    What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy? At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved. Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million …

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    32 mins
  • The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

    The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)
    Oct 9 2024
    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, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how Centura …

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    20 mins
  • Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

    Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)
    Sep 25 2024
    Are you fully capitalizing on your business’s financial strategy? If not, you could be missing out on critical growth opportunities and tax savings. Let’s celebrate 100 episodes of Live Life Liberated with a value-packed discussion! 🎉 This week, host Derek Myron interviews Jonny Borok, a highly experienced fractional CFO, about how these experts help business …

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    28 mins
  • Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

    Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)
    Sep 4 2024
    Could your business be missing out on thousands in tax savings right now? In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduction — a powerful yet often overlooked tax benefit designed to help small businesses reduce their tax burden. Despite its potential, many business owners …

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    20 mins