Month: April 2022
How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)

How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)

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Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates.

During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns?

Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this question in today’s episode! They explore financial planning and investment strategies to help you cope with rising interest rates.

Sean and David discusses:

  • Why interest rates are a key input into your planning and investment decisions
  • Potential impact of rising interest rates on the U.S. economy
  • How to minimize the risk of principal loss and reduced purchasing power
  • Four alternative investments to consider over traditional fixed income
  • And more

Resources:

Connect With Centura Wealth Advisory:
What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)

What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)

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One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. 

And who better to talk about the client experience than one of our current clients?

In this episode, Roby Kotcamp interviews our client David Pann, who has held executive positions at major tech companies like Microsoft, Yahoo!, and Netscape, and is currently on the path to retirement. David shares his experience in using Centura Wealth Advisory’s Liberated Wealth® process.

David discusses:

  • How his goals and priorities shifted while advancing his career and accumulating wealth
  • Reasons to bring in professionals instead of managing your own finances
  • How he benefits from Centura Wealth’s holistic, process-driven approach (with examples)
  • His advice to other high-net-worth individuals looking for efficient wealth management
  • And more

Resources:

Connect With David Pann:

Connect With Centura Wealth Advisory:

About Our Guest:

David Pann is a current client of Centura Wealth Advisory. Having been a senior SaaS & global search advertising software executive, David Pann has expertise in R&D, product management, marketing, online marketplace design, & multi-channel field enablement & operations to create scalable solutions & businesses.

 

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

 

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