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)

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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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)

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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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)

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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Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment? Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of …

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Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)

Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)

Coming from a humble background, Charlie Neer experienced financial turmoil early in his life.  But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ. Two years ago, Charlie became a client of Centura Wealth Advisory (Centura). In this episode, Centura’s …

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Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)

Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)

Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Without proper guidance and planning, you may be tempted to kick the can down the road until it’s too late. Listen …

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Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and …

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How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)

How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)

Some states (like California, New Jersey, and New York) charge significant capital gains taxes.  However, there are 8 states that have zero capital gains tax! This disparity creates some tax planning opportunities for people living in highly taxed states. Tune in to Derek Myron’s conversation with Adam Buchwalter, Partner at Wilson Elser, about effective tax-saving …

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Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)

Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)

Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura’s clients embark on, …

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How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)

How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)

Business owners with a lot of surplus cash flow often want to put it away in a qualified plan and defer taxes. The problem is that they might feel restricted by the contribution limits. However, there is a way to set up a qualified plan and potentially contribute millions of dollars. To learn more about …

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