Category: Finance
Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)

Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)

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While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs. 

But Centura Wealth Advisory sees CLATs as a tool that can offer so much more.

Today, Derek Myron joins Centura’s director of planning Sean Clark to explore the world of CLATs and the unique ways they are used at Centura to help clients also solve their income tax planning and retirement planning issues.

In this episode, you’ll learn:

  • How CLATs are structured and how they work
  • The different kind of CLATs available and what they’re useful for
  • How Centura utilizes grantor CLATs
  • Examples of how CLATs have helped Centura clients realize their financial goals
  • And more!

Tune in now to learn all about CLATs and how they can help you liberate your wealth!

Resources:  Centura Wealth Advisory | Doing Good By Doing Well White Paper
Episode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, CFP®

Episode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, CFP®

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Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who share their vision of what it means to have Liberated Wealth™.

Today, you’ll meet one of those team members, Centura’s co-chief investment officer David Cariani, CFA, CFP®. In this episode, get to know all about David and what drives him to help clients have the best planning experience — and why he’s such a good fit for the Centura team.

In this episode, you’ll learn:

  • Three key finance lessons David learned while growing up
  • Why David wants to maximize the value that families derive from their wealth
  • David’s proudest professional achievement
  • Why Centura’s team stands out from other firms
  • And more!

Tune in now to learn about David Cariani and what he brings to the table at Centura Wealth Advisory!

Resources:  Centura Wealth Advisory
Episode 1 — Introducing the Live Life Liberated Podcast

Episode 1 — Introducing the Live Life Liberated Podcast

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Centura Wealth Advisory is pleased to introduce the Live Life Liberated Podcast!

In this inaugural episode of the series, founding managing directors, Derek Myron and Kyle Malmstrom, introduce Centura Wealth Advisory and how they help clients liberate their wealth with planning, precision, and purpose.

In this episode, you’ll learn:

  • Who Centura Wealth Advisory serves (and how they help!)
  • How client education lends into Centura’s planning process 
  • Who is on the Centura Wealth Advisory team
  • About Derek and Kyle and who they are in and out of the office
  • And more!

Listen in now to learn about Centura Wealth Advisory and find out what you can expect to hear in upcoming episodes!

Resources:  Centura Wealth Advisory

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