エピソード

  • Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)

    Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)
    2025/05/14
    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
    続きを読む 一部表示
    29 分
  • How to Stay Disciplined During Market Fluctuations (Ep. 108)

    How to Stay Disciplined During Market Fluctuations (Ep. 108)
    2025/04/30
    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
    続きを読む 一部表示
    30 分
  • Navigating Post-Election Exemption Planning (Ep. 107)

    Navigating Post-Election Exemption Planning (Ep. 107)
    2025/03/26
    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
    続きを読む 一部表示
    26 分
  • The Power of Strategic Financial Planning (Ep. 106)

    The Power of Strategic Financial Planning (Ep. 106)
    2025/03/03
    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
    続きを読む 一部表示
    34 分
  • 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)
    2025/01/06
    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
    続きを読む 一部表示
    36 分
  • A Better Way to Manage Your Wealth (Ep. 104)

    A Better Way to Manage Your Wealth (Ep. 104)
    2024/12/04
    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 …

    Read More Read More
    続きを読む 一部表示
    35 分
  • How Trusts Can Protect Your Wealth (Ep. 103)

    How Trusts Can Protect Your Wealth (Ep. 103)
    2024/11/13
    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 …

    Read More Read More
    続きを読む 一部表示
    25 分
  • 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)
    2024/10/24
    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 …

    Read More Read More
    続きを読む 一部表示
    32 分