Live Life Liberated

Live Life Liberated

Latest Episodes

37. The Financial Planning Guide for High-Net-Worth Families
September 08, 2021

Most 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?

36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower
August 25, 2021

Have 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 epi

35. Structured Notes Simplified With Robert Sowinski
August 11, 2021

The 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 environm

34. Minimizing Taxes Through Cost Segregation With Isaac Downing
July 28, 2021

Are 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, Direct

33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
June 30, 2021

A 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 multi

32. Key Things You Need To Know About Corporate Valuations With Brent Glova
June 16, 2021

For 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,

31. How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman
June 02, 2021

The 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,

Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group
May 19, 2021

When 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,

Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning
May 05, 2021

With 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 planni...

Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services
April 21, 2021

Insurance 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 misun...