Tag: Tax Efficiency
How to Stay Disciplined During Market Fluctuations (Ep. 108)

How to Stay Disciplined During Market Fluctuations (Ep. 108)

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Feeling on edge about your investments during these unpredictable market waves? 

Matt Griffith and Sean Clark are breaking down the essentials of investment behavior amidst the whirlwind of market volatility, referencing specific examples from the years we’ve seen wild swings. 

They focus on the art of portfolio construction and maintaining discipline even when the market seems all over the place. Listen closely for pointers on navigating through uncertainty with confidence, thanks to their Liberated Wealth® process.

Key discussion points include:

  • The importance of maintaining a disciplined investment strategy to weather market storms [00:06:42]
  • How diversification and alternatives can add balance and reduce risk [00:03:11]
  • Strategies to protect against inflation and utilize tax efficiencies [00:11:41]
  • Real-world scenarios showcasing practical investment responses to market changes [00:09:29]
  • And more!

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About Our Team:

As the son of a coach, Matt grew up roaming the sidelines of football games and tagging along to local gyms during basketball season. Basketball was his sport, and he enjoyed being a part of some really good teams playing small college basketball. There was no better feeling than being a part of a winning team, collaborating with others, and working toward a specific goal. After college, Matt became fascinated with capital markets. It was hard to miss in the late 90’s, as stocks were running wild in the formation of the tech bubble. He made his way to the investment business in late 2000.

Sean Clark has 13 years of experience in the Financial Services Industry serving High Net Worth Families and Institutional Clients. Sean holds a Bachelor of Arts (B.A.) in Economics from Clemson University and a Master of Science (M.Sc.) in Risk Management from New York University. Areas of expertise include Financial Planning and Portfolio Management, specializing in applied mathematics and risk.
How Trusts Can Protect Your Wealth (Ep. 103)

How Trusts Can Protect Your Wealth (Ep. 103)

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With tax laws on the brink of change, how can high-net-worth families not only protect their wealth but maximize their tax efficiency? 

This week on Live Life Liberated, Kyle Malmstrom, Managing Director at Centura Wealth Advisory, and Adam Buchwalter, Partner at Wilson Elser, deliver a powerful, must-hear breakdown of the critical differences between grantor and non-grantor trusts—and how each could be a key tool to elevate and optimize your estate plan.

Tune in as they explore the potential impact of upcoming legislation on grantor trusts, revealing why right now is the perfect moment to take action and lock in benefits before it’s too late. 

Talking points include:

  • The difference between grantor trusts, where the grantor pays the taxes, and non-grantor trusts, which file their own returns and face higher tax rates
  • How grantor trusts help assets grow tax-efficiently, and how non-grantor trusts can lower state income taxes by being set up in low-tax states like Nevada or Delaware
  • Why proposed laws, like Senator Warren’s bill, could change the benefits of grantor trusts—and why it’s critical to act quickly
  • How states like New York and California tax trusts differently, and strategies to avoid high state taxes with proper trust planning
  • Why working with professionals is key to navigating the complex rules and keeping your wealth safe for the future
  • And much more!

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