Tag: Derek Myron
Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

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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 Gebhardt of Centara Legal Group. Together, they discuss how they help clients save estate taxes with some extraordinary strategies using the general power of appointment.

In this episode, you’ll learn:

  • What the general power of appointment is and why it was introduced
  • Ways Centura Wealth Advisory gives clients greater flexibility with their estate planning
  • How the power of appointment can impact your tax planning
  • When and why you would use a power of appointment
  • And more!

Tune in now to learn how to use the power of appointment to help you Liberate your wealth!

Resources: Centura Wealth Advisory | Centara Legal Group
SPECIAL UPDATE: COVID-19

SPECIAL UPDATE: COVID-19

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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 for the distribution of the SBA’s Paycheck Protection Program funding, from the application process to the timely importance of requesting your loan forgiveness. 

Tune in now to learn how the banks and government are working together in this time of need to keep the small businesses of America afloat.

Resources: Centura Wealth Advisory | Endeavor Bank
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 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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