Centura Wealth Advisory

29:31

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

30:55

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

4:48

Tariff Turmoil & Market Volatility: What Investors Should Know

2:15

Focusing on What Matters

1:20

Navigating Market Volatility: A Strategic Approach

26:09

Navigating Post-Election Exemption Planning

33:37

The Power of Strategic Financial Planning (Ep. 106)

35:59

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

34:32

A Better Way to Manage Your Wealth (Ep. 104)

25:07

How Trusts Can Protect Your Wealth (Ep. 103)

32:17

From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

19:38

The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

28:10

Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

18:40

The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

33:56

Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

36:43

Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)

26:52

Exit Readiness: How to Prepare Your Business for Sale with Andrea Steinbrenner (Ep. 96)

52:23

Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

32:59

How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)

35:47

Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)

36:39

How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)

41:54

Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)

35:23

Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)

29:40

How to Plan for the Looming Estate Tax Issue (Ep. 89)

37:02

Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)

31:39

Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

31:25

Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)

0:36

Qualified Personal Residence Trusts (QPRT) Webinar Series

1:32

Incomplete Non-Grantor Trust (ING) Webinar Series

0:55

Private Life Insurance (PPLI) Webinar Series

1:22

Qualified Personal Residence Trusts (QPRT) Webinar Series

1:45

Private Placement Life Insurance (PPLI) Webinar Series

26:59

How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)

27:24

Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

37:52

ING Trusts: How to Minimize State Income Taxes (Ep. 83)

27:04

The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

27:30

How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)

31:17

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

39:39

Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)

34:40

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

0:51

Finding Your North Star Kyle Malmstrom

1:30

EACP Insurance Pillar with Chris Hyman

44:43

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

43:12

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

40:37

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

1:27

Expanding Your Wealth Advisory Horizons with Centura Wealth Collaboration

35:21

Private Fiduciaries and Their Role in Estate Planning with David Stapleton (Ep. 74)

2:26

Sean Clark on Holisitc Planning a deeper look

3:12

Sean Clark MBA on Estate Planning With Centura Wealth

3:07

How Centura Wealth Creates Exponential Value for Our Clients

1:12

Holistic Planning with Sean Clark At Centura Wealth

40:17

Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

1:00

Derek Myron, CFP®Managing Director talks about Charitable Planning

1:01

Jonathan Freeman, MBA, COO & CCO gives an overview of the Elite Advisor Collaboration Program

1:13

Derek Myron, CFP® Managing Director discusses the EACP

1:09

Jonathan Freeman, MBA, COO, CCO, on the EACP Management Pillar

1:08

Sean Clark, MBA, Director of Financial Planning discusses the EACP Planning Pillar

1:04

Jonathan Freeman. MBA, COO, discusses the EACP Marketing Pillar

0:52

Chris Osmond, CFA, CAIA®, CFP®, CIO at Centura discusses the EACP Investment Pillar

40:18

How To Navigate International Tax Planning With Connor Southwell (Ep. 72)

26:38

Meet Tony Chen - Centura Wealth Advisory Client

22:00

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

41:17

Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)

27:22

Centura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)

31:02

How To Cut Your Tax Bill by Navigating the Cap on SALT Deductions (Ep. 68)

31:01

Section 1202: How Business Owners Can Save Millions of Dollars in Taxes (Ep. 67)

0:19

Client Client Portal: Login Page

8:26

Centura Client Portal: Navigation

1:59

Centura Client Portal: Document Vault

0:39

Centura Client Portal: How to Switch Households

30:31

“Above-the-Line” Financial Planning: Move the Needle on Your Wealth Management Services (Ep. 66)

38:49

Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)

29:45

Centura Client Experience from Retired Executives Point of View (Ep. 64)

33:05

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

4:50

How Alternative Investments Impact Client Portfolios

1:07

Inside Look: Samantha Lawrence’s Path at Centura Wealth Advisory

0:28

What is your favorite part of Centura’s company culture?

0:38

What is the company culture like at Centura?

0:34

How We Support Our Client's Goals

0:51

How to find innovative solutions for your clients

1:37

How to Make a Real Impact as a Wealth Advisor

1:08

What is the company culture like at Centura?

1:10

Why Centura Wealth Advisory?

1:54

How does Centura provide exponential value?

0:55

What is unique about Centura Wealth Advisory?

1:28

Why Centura Wealth Advisory?

31:48

What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

34:46

How To Earn Greater Returns in a Risky Environment (Ep. 61)

34:00

Centura Client Experience from Retired Executives Point of View (Ep. 60)

7:24

The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels

24:29

Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

39:43

Applications of Structured Notes in the Current Market Environment (Ep. 58)

5:41

The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels

28:01

The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

35:55

Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

2:35

What does it look like to work with Centura Wealth?

23:29

The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

34:55

Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

31:28

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

31:41

How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)