Businesses of all sizes face risk in the best (and worst) of economic times, and it’s important as a business owner to make sure that you are covered. In this episode, Jonathan Freeman is joined by Mark Sims from Captive Alternatives to discuss alternative insurance options for risk management and how business owners and entrepreneurs …
WINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies, but what do all these acronyms really mean, and how can this strategy help save you money in taxes? In this episode of Live Life Liberated, Kyle Malmstrom is joined by Levitzacks’ tax strategist Mark Morris to discuss the ING strategy—who …
For many high-income earners, the problem they face when it comes to saving for retirement is an inability to save enough money pre-tax to meet their retirement goals. Rather than utilizing an “off-the-shelf” solution, Centura shares how options exist to supersize their deductions in a Defined Benefits Plan. In this episode, Derek Myron speaks with …
The Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, is an economic law designed to address the financial impact of the COVID-19 pandemic. But how does this act provide support for entrepreneurs and business owners? Today, Kyle Malmstrom joins Ernst & Young partner Ken Van Damme to provide an update on the …
With 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group about how ultra-wealthy individuals can achieve true asset protection. They discuss powerful planning options for people who live in states that don’t have …
The Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity. In part three of the PPP loans series, Derek Myron speaks with Dan Yates, CEO at Endeavour Bank, to offer an insight from the …
Congress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that business owners gain an in-depth understanding of this program in order to optimize SBA PPP loans. At Centura Wealth Advisory, we help small business …
In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the COVID-19 economic shut down, and follow up on some previously shared information. As the circumstances are constantly changing, we want our clients and the community to be well informed. Dan Yates, CEO of Endeavor Bank, returns for …
Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David …
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Derek Myron of Centura Wealth Advisory speaks with Dan Yates CEO of Endeavor Bank. Dan shares updates on the ever-evolving processes …