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, from uncovering their goals to designing personalized strategies, implementing solutions, and ongoing stewardship to ensure continued success.
Sean and Derek discuss:
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Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
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