“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall …

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Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)

Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)

Historically, many Americans have been quite charitably inclined. If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes when donating to your favorite organizations. In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) …

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Centura Client Experience from Retired Executives Point of View (Ep. 64)

Centura Client Experience from Retired Executives Point of View (Ep. 64)

Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client …

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Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes. One such alternative asset class is private equity, which has become highly accessible to individual investors today. In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow …

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What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your business. In this episode, Kyle Malmstrom interviews Doug Pate, a client of Centura Wealth Advisory (Centura) who recently sold his …

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How To Earn Greater Returns in a Risky Environment (Ep. 61)

How To Earn Greater Returns in a Risky Environment (Ep. 61)

Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?” In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted …

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Centura Client Experience from Retired Executives Point of View (Ep. 60)

Centura Client Experience from Retired Executives Point of View (Ep. 60)

Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors. In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey …

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Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

Real estate investors often use a 1031 exchange to defer taxes. However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares. In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and …

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Applications of Structured Notes in the Current Market Environment (Ep. 58)

Applications of Structured Notes in the Current Market Environment (Ep. 58)

Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet? No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio. In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss …

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The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial …

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