Live Life Liberated

Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

Live Life Liberated is a business podcast hosted by Centura Wealth Advisory, with 109 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Centura Wealth Advisory hosts Live Life Liberated, a business show with 109 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Live Life Liberated

  Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)

  May 14, 202529 minS0

  <p>QTIPs can do more than just clean your ears. They can provide another option in estate planning and tax strategies.</p> <p>Join Bryan Schick and estate and trust attorney Daniel Stolfa on “Live Life Liberated” as they unravel the intricacies of Qualified Terminable Interest Property (QTIP) trusts. This episode dives into the world of QTIP trusts, a vital estate planning tool, especially for high-net-worth individuals in states with high taxes like California. Listen as Daniel shares his extensive experience with estate and taxation strategies, offering insights on how to optimize estate and income tax advantages through intelligent planning.</p> <...

  ListenShow Notes
• 

  Live Life Liberated

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

  Apr 30, 202530 minS0

  <p>Feeling on edge about your investments during these unpredictable market waves? </p> <p>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. </p> <p>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.</p> <p>Key discussion points include:</p> The importance of maintaining a disciplined investment strategy to weather market storm...

  ListenShow Notes
• 

  Live Life Liberated

  Navigating Post-Election Exemption Planning (Ep. 107)

  Mar 26, 202526 minS0

  <p>Are you prepared for the changes on the horizon with estate tax exemptions? </p> <p>Let’s discover how to plan and preserve your wealth strategically!</p> <p>Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the complexities of the current transfer tax system and explore the potential impacts of upcoming changes to estate tax exemptions.</p> <p>Key discussion points include:</p> Understanding the current federal estate tax exemption and its impending reduction [00:03:05] The concept of...

  ListenShow Notes
• 

  Live Life Liberated

  The Power of Strategic Financial Planning (Ep. 106)

  Mar 3, 202534 minS0

  <p>Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success!</p> <p>In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly growing business and a shift to more aggressive financial strategies, Kyle shares insights on how Centura Wealth Advisory has been a game-changer in managing his wealth. From overcoming seven-figure tax bills to building a cohesive and powerful financial team, Kyle and Samantha...

  ListenShow Notes
• 

  Live Life Liberated

  Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)

  Jan 6, 202536 minS0

  <p>Are you leaving money on the table?</p> <p>If you’re a high-net-worth family or business owner, hidden tax savings could add up to millions in your real estate or business. </p> <p>But how do you find them?</p> <p>This week on Live Life Liberated, Derek Myron sits down with tax professional Eric P Wallace to talk about strategies that unlock significant financial opportunities. They cover everything from speeding up real estate depreciation with cost segregation to revisiting past expenses and finding missed deductions through Tangible Property Regulations (TPRs). </p> <p>If you’re looking for practi...

  ListenShow Notes

Recent guests on Live Life Liberated. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.