Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework. In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about …
There is a wide disparity in tax rates between U.S. states. For example, the top tax rate in California is 13.3%, while South Dakota has 0% state tax on trusts! However, if you live in a high-income-tax state, you can still benefit from lower tax rates without moving physically. In this episode, Kyle Malmstrom, Managing …
While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, …
High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income. This is where private placement life insurance (PPLI) can come into play. In this episode, Derek Myron interviews Christopher Hyman, Director of Insurance Solutions at Centura Wealth Advisory. They explain …
Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process? In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the planning process he went through at Centura Wealth Advisory (Centura) before and after selling his business, the things he …
With its young population, strong tailwinds, and supportive political regime, India might be the next bright spot for investors. In this episode, Chris Osmond, Chief Investment Officer speaks with Manu Rikhye, partner at GrowX Venture Management and Merak Ventures, about the Indian investment landscape and how to navigate the risks. Join them to learn about …
The sale of a business represents not only the culmination of years of hard work and dedication but also a unique opportunity to amass considerable wealth. With so much at stake, having a specialized wealth management team in your corner can make a significant difference! In this episode, Derek Myron speaks with Jimmy Page, who …
Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment? In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a range of topics, including ways to prepare for a huge liquidity event, tax planning, investment considerations during high interest rates, and an overview of our …
Krista Schmitt, a retired CPA, has spent nearly 30 years working for a Fortune-500 company in the area of accounting and financial information systems. Despite her financial background, she knew she wanted to lean on an expert and decided to work with Centura Wealth Advisory (Centura) and has been a client of Derek Myron, Managing …
If you’re a financial advisor, you know that the industry can be tough to navigate alone. The key to growth lies in collaboration with fellow professionals. Collaboration not only paves the way for accelerated growth, but it can also improve your client service! In this episode, Derek Myron speaks with Tom Oliveira, Wealth Advisor at …