Shows
Live Life LiberatedUsing QTIPs to Save on State Taxes…Even In California! (Ep. 109)QTIPs can do more than just clean your ears. They can provide another option in estate planning and tax strategies.
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.
2025-05-1429 minLive Life LiberatedHow to Stay Disciplined During Market Fluctuations (Ep. 108)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 storm...2025-04-3030 minLive Life LiberatedNavigating Post-Election Exemption Planning (Ep. 107)Are you prepared for the changes on the horizon with estate tax exemptions?
Let’s discover how to plan and preserve your wealth strategically!
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.
Key discussion points include:
Understanding the current federal estate tax exemption and its impending reduction [00:03:05]
The concept of...2025-03-2626 minLive Life LiberatedThe Power of Strategic Financial Planning (Ep. 106)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!
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...2025-03-0333 minLive Life LiberatedUnlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)Are you leaving money on the table?
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.
But how do you find them?
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).
If you’re looking for practi...2025-01-0635 minLive Life LiberatedA Better Way to Manage Your Wealth (Ep. 104)How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets?
This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to deliver tax alpha, potentially adding 0.5%–2% annually to your returns.
Tune in as Sean and Chris explore how direct indexing could optimize taxable accounts, prepare you for significant liquidity events, and manage concentrated stock positions—all while aligning your portfolio with y...2024-12-0434 minLive Life LiberatedHow Trusts Can Protect Your Wealth (Ep. 103)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 tak...2024-11-1325 minLive Life LiberatedFrom Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy?
At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved.
Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million and assets over $20 million. They discuss their approach to working with C-level executives and founder-led business owners, optimizing each financial strategy intentionally with their long-term goals.
From Centura’s unique Liberated Wealth Planning Process—aimed at delivering a 5X retu...2024-10-2432 minLive Life LiberatedThe Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)What’s the secret to cultivating a workplace where people are empowered, engaged, and driven to succeed?
At Centura Wealth Advisory, it all starts with a commitment to core values and a leadership approach rooted in trust and open communication.
Krystal Puryear, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how Centura has built a thriving culture by focusing on transparency, excellence, integrity, passion, and respect.
From using Radical Candor to foster trust and autonomy to creating opportunities for employee growth and innovation, this conversation provides valuable insights for any...2024-10-0919 minLive Life LiberatedElevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)Are you fully capitalizing on your business’s financial strategy? If not, you could be missing out on critical growth opportunities and tax savings.
Let’s celebrate 100 episodes of Live Life Liberated with a value-packed discussion!
This week, host Derek Myron interviews Jonny Borok, a highly experienced fractional CFO, about how these experts help business owners achieve their investment and estate planning goals with greater precision.
Their conversation reveals the unique advantages of hiring a fractional CFO, the importance of cross-disciplinary collaboration among advisory teams, and why a unified financial strategy is vi...2024-09-2528 minLive Life LiberatedInvesting in Multifamily Real Estate with Rob Ireland (Ep. 98)Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment? Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of … Read More Read More2024-08-2133 minLive Life LiberatedWorking With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)Coming from a humble background, Charlie Neer experienced financial turmoil early in his life. But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ. Two years ago, Charlie became a client of Centura Wealth Advisory (Centura). In this episode, Centura’s … Read More Read More2024-06-2636 minLive Life LiberatedUnderstanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and … Read More Read More2024-05-0152 minLive Life LiberatedOur Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura’s clients embark on, … Read More Read More2024-04-0335 minLive Life LiberatedEffective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance … Read More Read More2024-02-1441 min
Team Anywhere Leadership Podcast#163 - How Inspired Teams Transformed Centura Wealth Advisory’s Company CultureIn this episode of Team Anywhere, Centura Wealth Advisory joins host Mitch Simon to share their experience with the "Inspired Teams" program and its impact on their company culture. The team at Centura discusses the importance of human-centric leadership, transparency, and open communication in creating a positive work environment.They emphasize the value of individual development, authentic conversations, and emotional intelligence in attracting and retaining top talent. The program's focus on empowering employees to take responsibility for team and company success, as well as fostering transparency and broader engagement, has led to better client outcomes and...2023-12-2533 minLive Life LiberatedKeys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams. In this episode, Derek Myron, CEO, and Jonathan Freeman, COO, share actionable ideas to build a thriving corporate culture. They tap into best practices that have helped Centura Wealth Advisory … Read More Read More2023-11-0831 minLive Life LiberatedHow Centura Creates Value for High-Net-Worth Individuals (Ep. 85)As your wealth grows, your financial planning needs become significantly more complex. At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individuals, helping them lighten the burdens of wealth! In this episode, Kyle Malmstrom and Sean Clark, MBA, talk about Centura’s Liberated Wealth® process, including an overview of our sophisticated wealth management … Read More Read More2023-10-2526 min
ZUnivers PodcastsCENTURA DE CASTITATE. CONTROLAREA FEMEII PRINTR-O GELOZIE EXTREMĂ? | Istoria pe Răzătoare 43
„Mai degrabă moartă decât infidelă”, scria Marchizul de Sade. Centura de castitate, un instrument real de control al infidelității, o formă extremă de gelozie sau o satiră la frica masculină față de infidelitate? Când a apărut centura de castitate și care este istoria ei? A existat ea cu adevărat?
Descoperă, într-un nou episod al podcastului Istoria pe răzătoare, secretele din spatele unui mit medieval.
2023-09-0904 minLive Life LiberatedHow to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income. This is where private placement life insurance (PPLI) can come into play. In this episode, Derek Myron interviews Christopher Hyman, Director of Insurance Solutions at Centura Wealth Advisory. They explain … Read More Read More2023-08-0227 minLive Life LiberatedCentura Client Experience from the View of a Retired Business Owner (Ep. 80)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 … Read More Read More2023-07-1931 minLive Life LiberatedCentura Client Experience: Exiting a Business (Ep. 78)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 … Read More Read More2023-06-2134 minLive Life LiberatedCentura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)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 … Read More Read More2023-05-2443 minLive Life LiberatedBringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)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 … Read More Read More2023-03-0822 minLive Life LiberatedCentura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)After moving from China to the US in 1989 to pursue his Ph.D. in psychology at UCSD, Tony Chen transitioned from an academic in post-doctorate studies to business — becoming a lifelong entrepreneur and business owner. Fast forward to 2019, when Tony considered exiting his business and became a client of Matt Griffith, CFP®, Senior … Read More Read More2023-02-0827 minLive Life Liberated“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall … Read More Read More2022-12-1430 min
Registered Investment Advisor PodcastGrowing Operations and Compliance with Centura WealthJonathan Freeman joined Centura Wealth Advisory in July 2018 as Chief Operating Officer and became Chief Compliance Officer in December 2019. Jonathan has a diverse background across a variety of industries that span technology, professional services, consulting practices, real estate, and healthcare. He has been a client of the firm for over 5 years and is passionate about building sustainable companies in high growth periods. His North Star is to be the guide and teacher for others to achieve their ultimate potential in life, and to serve his community by sharing how everyone’s responsibility is to care for our natural environment so...2022-12-1419 minLive Life LiberatedCentura Client Experience from Retired Executives Point of View (Ep. 64)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 … Read More Read More2022-11-1629 minLive Life LiberatedWhat It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your business. In this episode, Kyle Malmstrom interviews Doug Pate, a client of Centura Wealth Advisory (Centura) who recently sold his … Read More Read More2022-09-2831 minLive Life LiberatedHow To Earn Greater Returns in a Risky Environment (Ep. 61)Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?” In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted … Read More Read More2022-09-1434 minLive Life LiberatedCentura Client Experience from Retired Executives Point of View (Ep. 60)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 … Read More Read More2022-08-3134 minLive Life LiberatedApplications of Structured Notes in the Current Market Environment (Ep. 58)Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet? No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio. In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss … Read More Read More2022-08-0339 minLive Life LiberatedThe Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial … Read More Read More2022-07-2027 min
The Future of Buildings with Joe Havey#020 Meredith Wardwell - Enterprise Director of Construction at Centura HealthCan mentorship make or break someone's career? Is there room for creativity in designing and building Healthcare facilities? How will we achieve net-zero building initiatives for hospitals and commercial facilities? Meredith Wardwell, Enterprise Director of Construction at Centura Health, shares her valuable insights on these and many other questions. Meredith graduated with a Master's degree in Civil Engineering from the University of Colorado, and has built a successful career in the healthcare industry. In this episode: Introduction (1:00) Getting a Master's degree in Civil Engineering (1:37)Mentors who supported Meredith throughout her career (2:47) Can...2022-07-1323 minLive Life LiberatedUsing Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors. In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge … Read More Read More2022-07-0635 min
NTD RomaniaG-7 vrea să strângă 600 mld. pentru a contracara "Centura și Drumul" Chinei | NTD RomâniaAstăzi, cele mai bogate șapte democrații din lume plănuiesc o nouă modalitate de a contracara China. Națiunile membre ale G7 au anunțat în weekend un program global de infrastructură de aprox. 600 de miliarde de dolari din partea G7 până în 2027.
#CenturaȘiDrumul #China #G7
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“Nouă comentarii despre...2022-07-0208 minLive Life LiberatedThe Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years. In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. … Read More Read More2022-06-2223 minLive Life LiberatedMultifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money. In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates. Paul … Read More Read More2022-06-0834 min
Becker’s Women’s LeadershipDr. Shauna Gulley, Senior Vice President & Chief Clinical Officer at Centura HealthThis episode features Dr. Shauna Gulley, Senior Vice President & Chief Clinical Officer at Centura Health. Here, she discusses what her role as Chief Clinical Officer entails and how it has evolved, what her career journey has taught her about being a leader, and more.2022-05-2308 minLive Life LiberatedGet To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer. In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and … Read More Read More2022-05-0431 minLive Life LiberatedHow To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates. During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns? Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this … Read More Read More2022-04-2031 minLive Life LiberatedWhat It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. And who better to talk about the client experience than one of our current clients? In this episode, Roby Kotcamp interviews our client David Pann, who has held … Read More Read More2022-04-0637 minLive Life LiberatedThe Current Commercial Real Estate Landscape in Southern California (Ep. 50)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 … Read More Read More2022-03-2325 minLive Life LiberatedWhat Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director … Read More Read More2022-03-0941 minLive Life LiberatedPrivate Equity Investment Opportunities in India (Ep. 48)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 … Read More Read More2022-02-2327 minLive Life LiberatedCryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47)Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. They walk you through the different platforms … Read More Read More2022-02-0229 minLive Life LiberatedCryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)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 … Read More Read More2022-01-1927 minLive Life Liberated45. Financial Plan Failure? Why Centura’s Approach Helps Avoid a Plan Catastrophe with Sean ClarkWhat is Financial Plan Failure? Most people understand why maintenance for your health, car, home is critical to avoid a major catastrophe. We service our vehicles, go to the dentist, get an annual checkup, exercise and watch what we eat; shouldn’t we maintain our financial wellbeing as well? But, how does one do that? What … Continue reading 45. Financial Plan Failure? Why Centura’s Approach Helps Avoid a Plan Catastrophe with Sean Clark →2021-12-2926 minLive Life Liberated44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part TwoThe 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 … Read More Read More2021-12-1528 minLive Life Liberated43. Articulate Your Vision With Lois WeinblattEntrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better … Read More Read More2021-12-0129 minLive Life Liberated42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)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 … Read More Read More2021-11-1729 minLive Life Liberated41. How To Become a Master Business Leader With Mitch SimonWhether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership. In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance … Read More Read More2021-11-0325 minLive Life Liberated40. How To Minimize Estate Taxes Using ILITs With Kristina HessEstate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations. In this episode, Kyle Malmstrom speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and … Read More Read More2021-10-2032 minLive Life Liberated39. Get To Know Our New Senior Wealth Advisor Roby KotcampWe love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his … Read More Read More2021-10-0627 minLive Life Liberated38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van DammeOn July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income. In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 … Read More Read More2021-09-2234 minLive Life Liberated37. The Financial Planning Guide for High-Net-Worth FamiliesMost 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 … Read More Read More2021-09-0830 minLive Life Liberated36. Leveraging Real Estate as Part of Charitable Planning With Wendy BeerbowerHave you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this episode, Dana Levin, client Relationship Manager at Centura’s Philanthropic Strategies, speaks with Wendy Beerbower, Senior Vice President at Eisenhower Health Foundation. They … Read More Read More2021-08-2528 minLive Life Liberated35. Structured Notes Simplified With Robert SowinskiThe interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environment. In this episode, Kyle Malmstrom speaks with Robert Sowinski, managing director, structured products at Advisors Asset Management. Robert simplifies the complexities of structured notes and discusses … Read More Read More2021-08-1142 minLive Life Liberated34. Minimizing Taxes Through Cost Segregation With Isaac DowningAre you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Director of Planning, interviews Isaac Downing, Regional Director at Capstan Tax Strategies, and an expert in the cost segregation landscape. Isaac explains how … Read More Read More2021-07-2819 min
healthsystemCIO.comQ&A with Centura Health VP/CISO Sanjeev Sah: “We have to be balanced in our approach.”With security threats always evolving, governance issues and resource challenges, being a CISO requires focus and courage, according to Sanjeev Sah, CISO for Centura Health, a prominent healthcare provider in Colorado.
Source: Q&A with Centura Health VP/CISO Sanjeev Sah: “We have to be balanced in our approach.” on healthsystemcio.com - healthsystemCIO.com is the sole online-only publication dedicated to exclusively and comprehensively serving the information needs of healthcare CIOs.2021-07-1232 minhealthsystemCIO.comQ&A with Centura Health VP/CISO Sanjeev Sah: “We have to be balanced in our approach.”With security threats always evolving, governance issues and resource challenges, being a CISO requires focus and courage, according to Sanjeev Sah, CISO for Centura Health, a prominent healthcare provider in Colorado.
Source: Q&A with Centura Health VP/CISO Sanjeev Sah: “We have to be balanced in our approach.” on healthsystemcio.com - healthsystemCIO.com is the sole online-only publication dedicated to exclusively and comprehensively serving the information needs of healthcare CIOs.2021-07-1232 minLive Life Liberated33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles LevunA lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Read More Read More2021-06-3036 minLive Life Liberated32. Key Things You Need To Know About Corporate Valuations With Brent GlovaFor 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 … Read More Read More2021-06-1631 minLive Life Liberated31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher HymanThe interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode, David Cariani, CIO, is joined by Christopher Hyman, senior case designer at Centura Wealth Advisory, to discuss how life insurance can be a powerful … Read More Read More2021-06-0234 min
Podcastul de Vineri#78 Constantin Nistor, centura neagră în comunicare și karate – Podcastul de VINERIInvitatul acestui episod este Constantin Nistor, Director Regional Vanzari - Regiunea S-E Autonom Group, om de vânzări, implicat activ în comunitate, cu centura neagră la karate tradițional, ultramaratonist și pasionat de mașini.2021-05-311h 25Live Life LiberatedEpisode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO GroupWhen 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 … Read More Read More2021-05-1931 minLive Life LiberatedEpisode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate PlanningWith 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 … Read More Read More2021-05-0531 min
Arvada Chamber's WIN PodcastWIN Podcast Episode 11: The Public Option: An Update, with Nicole Milo, Centura HealthGuest: Nicole Milo, System Director Government and Community Affairs at Centura HealthOne of Colorado's most contentious pieces of legislation this year is Colorado House Bill 21-1232, which concerns the establishment of a standardized health benefit plan for Colorado. A recent amendment to the bill would require private insurers in the state to offer a highly regulated, standardized plan and drive down premium costs by 18% over three years. We talked to Nicole Milo at Centura Health to break down the origins of the bill, who the legislation will impact, and next steps for the bill this session.2021-05-0513 minLive Life LiberatedEpisode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance ServicesInsurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business. But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process? In this episode, Jonathan Freeman is joined by Pamela Holden, Vice … Read More Read More2021-04-2124 minLive Life LiberatedEpisode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees. In part one of this two-part series, join Kyle Malmstrom and Roy Farmer, Managing Director at Business Transition Advisors, as they talk about a highly effective tool for exit planning –– Employee … Read More Read More2021-03-2445 minLive Life LiberatedEpisode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of ProcopioMost business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address … Read More Read More2021-03-1029 minLive Life LiberatedEpisode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA CapitalThe sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Peters, managing director at RA Capital Advisors, to explore the growing opportunities in the M&A space. Considering that interest rates are … Read More Read More2021-02-2430 minLive Life LiberatedEpisode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can PrepareNow that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myron and Kyle Malmstrom discuss some of the major tax changes expected to be announced in the coming years. They dive … Read More Read More2021-02-1031 minLive Life LiberatedEpisode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark MorrisBusiness owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents! In this episode, Kyle Malmstrom is joined … Read More Read More2021-01-2729 minLive Life LiberatedEpisode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business Grow – with Guest Jennifer Barnes, CEO of Optima OfficeOptima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions. In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced … Read More Read More2021-01-1330 minLive Life LiberatedEpisode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom BurnsWhether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner. In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the … Read More Read More2020-12-3038 minLive Life LiberatedEpisode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief OutsidersWhen it comes to marketing, businesses need to constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. … Read More Read More2020-12-1628 minLive Life LiberatedEpisode 19 – Potential Tax Implications from 2020 National and California State ElectionsTax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation. In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and … Read More Read More2020-12-0244 minLive Life LiberatedEpisode 18 – The World Of Alternative InvestmentsAlternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you … Read More Read More2020-11-0435 minLive Life LiberatedEpisode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael PariseToo many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners. Today, Jonathan Freeman is joined by John Parise and Michael Parise … Read More Read More2020-10-1935 minLive Life LiberatedEpisode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted ConradsThe single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental … Read More Read More2020-09-3045 minLive Life LiberatedEpisode 15 – Estate Tax Implications If Joe Biden Wins The Presidential ElectionThe Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you … Read More Read More2020-09-1628 minLive Life LiberatedEpisode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick CalderonPrivate placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to … Read More Read More2020-09-0229 minLive Life LiberatedEpisode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark GleibermanMulti-family real estate can provide a tax-efficient wealth-building model for yourself and your family. But has COVID-19 impacted the market, and if so, how? Today, Derek Myron speaks with Mark Gleiberman, CEO of MG Properties about multi-family real estate, the tax implications of multi-family real estate, and the impacts of COVID on the multi-family real … Read More Read More2020-08-1935 minLive Life LiberatedEpisode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive AlternativesBusinesses of all sizes face risk in the best (and worst) of economic times, and it’s important as a business owner to make sure that you are covered. In this episode, Jonathan Freeman is joined by Mark Sims from Captive Alternatives to discuss alternative insurance options for risk management and how business owners and entrepreneurs … Read More Read More2020-08-0546 minLive Life LiberatedEpisode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of LevitzacksWINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies, but what do all these acronyms really mean, and how can this strategy help save you money in taxes? In this episode of Live Life Liberated, Kyle Malmstrom is joined by Levitzacks’ tax strategist Mark Morris to discuss the ING strategy—who … Read More Read More2020-07-2231 minLive Life LiberatedEpisode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the Passage of the SECURE Act – With Guest Mike ZelchFor many high-income earners, the problem they face when it comes to saving for retirement is an inability to save enough money pre-tax to meet their retirement goals. Rather than utilizing an “off-the-shelf” solution, Centura shares how options exist to supersize their deductions in a Defined Benefits Plan. In this episode, Derek Myron speaks with … Read More Read More2020-07-0827 minLive Life LiberatedEpisode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & YoungThe Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, is an economic law designed to address the financial impact of the COVID-19 pandemic. But how does this act provide support for entrepreneurs and business owners? Today, Kyle Malmstrom joins Ernst & Young partner Ken Van Damme to provide an update on the … Read More Read More2020-05-2936 minLive Life LiberatedEpisode 8 – Powerful Strategies for True Asset Protection –– With Siddharth ChhokarWith 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group about how ultra-wealthy individuals can achieve true asset protection. They discuss powerful planning options for people who live in states that don’t have … Read More Read More2020-05-0836 minLive Life LiberatedEpisode 7 — SBA PPP Loans: What “perplexed” business owners need to know! – with guest Dan Yates, CEO of Endeavor BankThe Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity. In part three of the PPP loans series, Derek Myron speaks with Dan Yates, CEO at Endeavour Bank, to offer an insight from the … Read More Read More2020-05-0129 minLive Life LiberatedEpisode 6 — How can small business owners optimize SBA PPP loans? – with Curt Welker, CPA and Tax Partner of PKF San DiegoCongress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that business owners gain an in-depth understanding of this program in order to optimize SBA PPP loans. At Centura Wealth Advisory, we help small business … Read More Read More2020-04-2429 minLive Life LiberatedEpisode 5 – SPECIAL UPDATE: COVID-19, PART 2In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the COVID-19 economic shut down, and follow up on some previously shared information. As the circumstances are constantly changing, we want our clients and the community to be well informed. Dan Yates, CEO of Endeavor Bank, returns for … Read More Read More2020-04-2128 minLive Life LiberatedEpisode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.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 … Read More Read More2020-04-1536 minLive Life LiberatedSPECIAL UPDATE: COVID-19In 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 … Read More Read More2020-04-1030 minLive Life LiberatedEpisode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)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 … Read More Read More2020-04-0128 minLive Life LiberatedEpisode 2 — Meet Centura Wealth Advisory’s David Cariani, CFA, CFP®Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who share their vision of what it means to have Liberated Wealth™. Today, you’ll meet one of those team members, Centura’s co-chief investment officer David … Read More Read More2020-03-1820 minLive Life LiberatedEpisode 1 — Introducing the Live Life Liberated PodcastCentura 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 … Read More Read More2020-02-2833 min
Colorado = Security Podcast98 - 12/31 - Nancy Phillips, CISO at Centura HealthIn this episode:
While we’re off this week, we are bringing you one of our favorite interviews from the past, with Nancy Phillips, CISO of Centura Health. Stay safe as you ring in the new year, and get excited for a fantastic 2019.
Job Openings:
Ping Identity - Manager of Security Operations and Engineering
Ping Identity - GRC Analyst
Upcoming Events:
Notable Upcoming Events
SnowFROC - 3/14
Rocky Mountain Information Security Conference (RMISC) - 6/4-6
View our events page for a full list of upcoming events
* Thanks to CJ Adams for our intro and exit! If you need any voiceover work, yo...2018-12-3043 min
Colorado = Security Podcast84 - 9/17 - Nancy Phillips, CISO at Centura HealthIn this episode: Nancy Phillips, CISO at Centura Health, is our feature interview this week. News from: DISH, Davita, Carbon Black, OverwatchID, Webroot, Ping Identity, Optiv, Red Canary, Coalfire and a lot more!
Roads? Where we’re going we need roads
Smart Roads are the future, and they’re coming. Amazon is growing in Denver, HQ2 or not. DISH and Davita get PAID. Carbon Black is blowing up in Boulder. Blogs from OverwatchID, Webroot, Ping, Optiv, Red Canary, and Coalfire.
Support us on Patreon! Fun swag available - all proceeds will directly support the Colorado = Security infrastructure. Come join us on the...2018-09-161h 01