Tag: Financial Services
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)

Centura Client Experience from the View of a Retired Business Owner (Ep. 80)

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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 discovered along the process and how it helped him achieve his goals.

Donovan discusses:

  • What it’s like to move through Centura’s Liberated Wealth® process
  • How Centura helped him navigate charitable planning and tax efficiency
  • How alternative investments have benefited his overall portfolio
  • His advice for business owners who haven’t considered an exit strategy yet
  • And more

Resources:

Connect with Derek Myron:

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: Exiting a Business (Ep. 78)

Centura Client Experience: Exiting a Business (Ep. 78)

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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 recently sold his business. Jimmy shares his experience of working with Centura Wealth Advisory (Centura) and how it has benefited his wealth management. 

Jimmy discusses:

  • When is the ideal time to start planning your business exit
  • The importance of having a collaborative team of professionals (financial advisors, CPA, estate planning attorneys, etc.)
  • How Centura helped him navigate alternative investments
  • His advice on what to look for in a professional wealth management team
  • And more

Resources:

Connect with Jimmy Page:

Connect with Derek Myron:

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.
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)

Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)

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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 Liberated Wealth® process.

Kyle and Matt discuss:

  • Key changes in the past 12 months that can impact your wealth
  • Tips for business owners either setting up a new entity or planning their exit
  • What to do if your wealth is tied up in a concentrated stock position
  • The importance of working with a professional advisory team
  • And more

Resources:

Connect with Kyle Malmstrom:

Connect with Matt Griffith:

Connect With Centura Wealth Advisory:
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)

Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)

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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 Director, for nearly two decades!

In this episode, Derek interviews Krista about her experience as Centura’s client moving through the Liberated Wealth® Process.

Derek and Krista discuss:

  • Why Krista started to feel that investing only in a 401(k) wasn’t enough
  • Her exposure to alternative investments as Centura’s client (and how it impacted her portfolio)
  • The benefits of working with a well-coordinated and trusted team of professionals
  • The best place to start if you do not have a team of advisors yet
  • And more

Resources:

Connect with Derek Myron:

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.
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

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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 Oliveira Wealth, LLC, about how collaboration in financial services can lead to exponential results.

Derek and Tom discuss:

  • Tom’s experience of collaborating with Centura Wealth Advisory on a complex case
  • How collaboration can lead to life-changing results for both firms
  • The scarcity vs. abundance mentality and the importance of trust and transparency
  • What it’s like to participate in our Elite Advisor Collaboration Program (EACP)
  • And more

Resources:

Connect with Tom Oliveira:

Connect with Derek Myron:

Connect With Centura Wealth Advisory:

About Our Guest:

Tom began his career in 1994 with an advisory position at Northwestern Mutual.  He helped clients with investments, risk management, retirement income, business and estate planning. In 2006, with a desire to offer his clientele premier wealth management, he started Oliveira Wealth, LLC, a SEC registered RIA to provide customized investment and estate services to high- net worth families and businesses. Oliveira Wealth prides itself on creative tax management strategies, tax favored retirement planning and “outside the box” concepts. He graduated from CSU, Stanislaus with a degree in Finance.  He has achieved industry designations of CLU, ChFC, CASL and RICP.  He enjoys playing pickleball in his spare time.
Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

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When financial advisors collaborate with fellow professionals (EPAs, CPAs, other advisors, etc.), it helps them improve their client service and simultaneously accelerate their own growth.

This is the rationale behind Centura Wealth Advisory’s Elite Advisor Collaboration Program (EACP), where radically transparency is the cornerstone.

In this episode, Jonathan Freeman and Derek Myron explain what EACP entails and how it helps advisors effectively serve ultra-high-net-worth clients.

Jonathan and Derek discuss:

  • The importance of collaboration within the financial services industry
  • What type of advisors are best suited for the Elite Advisor Collaboration Program
  • Five key pillars of serving ultra-high-net-worth clients
  • How advisors can leverage EACP for serving prospects
  • And more

Resources:

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Connect with Derek Myron:

Connect With Centura Wealth Advisory:
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)

Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)

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The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world.

Yet, if you have no idea what cryptocurrency is and how blockchain technology works, you’re not alone!

In part one of this two-part miniseries, Kyle Malmstrom speaks with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. Matt dives into the basics of cryptocurrencies and blockchain, their applications, and how they can continue to disrupt the financial industry.

Matt discusses:

  • How cryptocurrency enables much faster transactions compared to traditional banks
  • Why a blockchain is deemed as the world’s most secure database
  • The concepts of decentralized databases and cryptography — and their benefits for crypto investors
  • What the future for financial services could look like with cryptocurrency
  • And more

Resources:

Connect With Matt Hougan:

Connect With Centura Wealth Advisory:

About Our Guest:

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is the Chief Investment Officer for Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds. He was previously CEO of ETF.com and Inside ETFs, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference. Matt is co-author of two publications for the CFA Institute Research Foundation: “A Comprehensive Guide to Exchange-Traded Funds” and “Crypto assets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors.” He is a crypto columnist for Forbes, a three-time member of the Barron’s ETF Roundtable, a member of ETFdb’s ETF Hall of Fame, and the eighth person to receive a Lifetime Achievement Award from ETF.com for contributions to the ETF industry.

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