Tag: Derek Myron
Centura Client Experience from Retired Executives Point of View (Ep. 64)

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

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 experience at Centura. Chuck provides insights into the wealth management approach adopted by Centura and how it has improved his financial well-being over the years.

Chuck discusses:

  • The challenges he and Mary Ann faced while managing wealth on their own
  • How Centura advisors helped him in estate planning, tax planning and balance sheet optimization
  • How alternative investments contributed to his financial goals
  • Why he was able to assist in his daughter’s business without taking a hit on his own financial position
  • And more

Resources:

Connect With Centura Wealth Advisory:

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

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

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 which includes comprehensive tax planning, estate planning, balance sheet optimization, and cash flow planning.

Aubrey and Lori discuss:

  • Major pain points they uncovered during their discovery process
  • How they have benefited from trusts (e.g. CLATs) and various alternative investments
  • Balance sheet items that caused maximum problems — and how they addressed them
  • Their advice to executives who are trying to manage wealth on their own
  • And more

Resources:

Connect With Centura Wealth Advisory:

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.
The Current Commercial Real Estate Landscape in Southern California (Ep. 50)

The Current Commercial Real Estate Landscape in Southern California (Ep. 50)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

Are you looking for lucrative real estate opportunities in Southern California?

If yes, then this episode is for you.

In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with potential investment opportunities for both individuals and businesses.

Eric discusses:

  • Recent trends in multi-family, office, and industrial real estate
  • Key variables that can impact commercial real estate moving forward
  • Current real estate inventories in the San Diego County
  • Areas that are gaining more traction from real estate investors
  • And more

Connect With Eric Northbrook:

Connect With Centura Wealth Advisory:

About Our Guest:

As Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices, Eric Northbrook oversees Voit’s operations and directs a team of brokerage professionals who work together to provide clients with a single-point of service for all of their commercial real estate requirements. Prior to joining Voit, Northbrook served as Executive Director of Brokerage Services for Cushman & Wakefield of San Diego. While there, his focus was on the Central San Diego County and I-15 Corridor specializing in tenant and corporate representation. He is an expert in representing institutional owners in the marketing and leasing of quality Class A office space. Prior to Cushman & Wakefield, Northbrook was with Colliers International for 12 years, where he was a consistent top producer.
Private Equity Investment Opportunities in India (Ep. 48)

Private Equity Investment Opportunities in India (Ep. 48)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

Do you want to diversify your portfolio by investing outside of the U.S. markets?

If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging markets — India. 

In this episode, Derek Myron is joined by Manu Rikhye, partner at GrowX Venture Management. They talk about the emerging sectors in India and how you can invest in early-stage businesses during the different rounds of venture capital funding.

Manu discusses:

  • Why more companies are opting for private equity instead of an IPO
  • Factors that make India an attractive market to invest in today
  • The investment life cycle of a company from idea stage to a large enterprise
  • Mortality rates for early-stage businesses and expected returns if they succeed.
  • And more

Resources:

Connect With Manu Rikhye:

Connect With Centura Wealth Advisory:

About Our Guest:

An accomplished professional with 16 years of all‐round contribution in financial services, Manu has extensive experience in the offshoring industry and distressed debt management space – with expertise in core business strategy, M&A, and inspirational leadership. A founding member of the Midland Credit Management India Pvt. Ltd, a wholly owned subsidiary of US-based Encore Capital Group, he was responsible for strategy, business plans, budgets, and P&L for the India Debt Recovery Operations for Encore’s US, UK and Australia & New Zealand portfolios. In 2015, Manu led the acquisition of Baycorp, a leading debt purchasing and contingency collections company based in Australia and New Zealand. Prior to Encore, Manu has worked with established brands including Global Vantedge and GE Capital International Services.

 
44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two

44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

The Build Back Better Act has recently been passed by the U.S. House of Representatives.

While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed.

In this episode, Derek Myron and Kyle Malmstrom dive into the potential tax implications of the proposal for retirement plan owners. They also share how they are helping clients at Centura Wealth Advisory to prepare for these expected tax changes.

Derek and Kyle discuss:

  • Why they believe the new proposal to be an “assault on the U.S. retirement plans”
  • People who might be severely affected by this potential tax law change
  • How existing wealth transfer strategies might become obsolete under the new proposal
  • Best practices to minimize your estate taxes
  • And more

Resources:

Connect With Centura Wealth Advisory:
42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)

42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

Over the years, you may have accumulated a large sum of wealth in your retirement accounts.

But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes currently being discussed.

In this episode, Derek Myron and Kyle Malmstrom discuss how the expected estate tax changes may potentially affect your retirement plan distributions, and share effective strategies to help you transfer your accumulated wealth to your desired beneficiaries in a tax-efficient manner.

Derek and Kyle discusses:

  • A brief overview of the proposed Build Back Better Act
  • Different ways to take your money out of Individual Retirement Accounts (IRAs)
  • “Live-on” assets versus “leave-on” assets — what is better for you
  • Reasons to start planning your wealth transfer as early as possible
  • And more

Resources:

Connect With Centura Wealth Advisory:
37. The Financial Planning Guide for High-Net-Worth Families

37. The Financial Planning Guide for High-Net-Worth Families

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts.

How can you bring them all together and create a holistic financial plan?

Derek Myron and Kyle Malmstrom answer the question in this episode. Join them as they explain strategies to create a forward-looking financial plan, minimize income and estate taxes, and optimize your wealth transfer for future generations. They also walk you through Centura Wealth Advisory’s comprehensive wealth management process that liberates you from financial burdens.

Derek and Kyle discuss:

  • Ways to know if a particular financial services professional is ideal for you
  • How to avoid a silo approach to your finances and focus on long-term planning
  • Tips for building a customized financial strategy based on your unique goals
  • Best practices to help you prepare for the potential tax changes
  • And more

Connect With Centura Wealth Advisory:
32. Key Things You Need To Know About Corporate Valuations With Brent Glova

32. Key Things You Need To Know About Corporate Valuations With Brent Glova

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier!

In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the ins and outs of the current valuation landscape for both private and public companies, and share strategies to help you cope with the changing market conditions.

Brent discusses:

  • The impact of COVID-19 on various valuation methods
  • Major factors driving the growth of the M&A market and business valuation needs
  • Tips for efficient and timely estate and gift tax planning to adapt to potential tax changes
  • Why you should start planning your valuation process as early as possible
  • And more

Connect With Brent Glova:

Connect With Centura Wealth Advisory:

About Our Guest:

Prior to becoming managing director in Vantage Point Advisor’s San Diego office, Brent Glova has been a director and manager with the firm. In his tenure in the valuation field, Mr. Glova has performed business valuations for purchase price allocations, goodwill impairment testing, share based compensation valuations, ESOP transactions, board advisory, shareholder buy-outs, fairness opinions, and for fundraising support. Mr. Glova has served domestic and international clients in an array of industries including: life sciences, technology, real estate and industrials, among others.
Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group

Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. 

In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running businesses all over the world, Joe shares how he coaches and mentors several CEOs to improve their leadership skills and business acumen through his highly exclusive peer advisory group.

You will learn:

  • What Joe’s three peer groups are all about – and how they serve CEOs and their key employees
  • How a diverse group of businesses can help you broaden your scope of knowledge
  • Why sharing your issues with fellow executives can be highly impactful
  • What differentiates The BEST CEO Group from other peer advisory groups
  • And more!

Tune in now to learn how you can glean insights from fellow business leaders and enhance your leadership skills!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Joe Phillips on LinkedIn | The BEST CEO Group | Contact Joe Phillips at: Joe@thebestceogroup.com
Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning

Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning

By |

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated.

What can you do now to minimize the impact of this act on your estate planning?

Derek Myron and Kyle Malmstrom answer this question in this episode. They discuss what the new tax proposal entails, the implications if it is passed, and things you can do before the 2021 year-end to minimize your estate taxes and ensure maximum wealth transfer to your beneficiaries.

You will learn:

  • Tax saving opportunities posed by the current, all-time high benefits
  • Why you should contact a professional and begin estate planning as early as possible
  • The benefits of IR-2019-189 regulations for your estate and gift taxes
  • Strategies to build a blueprint for efficient estate planning
  • And more!

Tune in now to learn how you can prepare yourself to deal with the expected tax changes!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Kyle Malmstrom on LinkedIn

Archives

Categories