Live Life Liberated

Live Life Liberated


Latest Episodes

Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)
May 14, 2025

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 Liberate

How to Stay Disciplined During Market Fluctuations (Ep. 108)
April 30, 2025

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 vol

Navigating Post-Election Exemption Planning (Ep. 107)
March 26, 2025

Are you prepared for the changes on the horizon with estate tax exemptions? Lets discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-electi

The Power of Strategic Financial Planning (Ep. 106)
March 03, 2025

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 dow

Unlock Wealth You Didn’t Know You Had with Eric P Wallace (Ep. 105)
January 06, 2025

Are you leaving money on the table? If youre 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 we

A Better Way to Manage Your Wealth (Ep. 104)
December 04, 2024

How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in todays volatile markets? This week on Live Life Liberated, Sean Clark, Partner at Centura Wealt

How Trusts Can Protect Your Wealth (Ep. 103)
November 13, 2024

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 Direc

From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)
October 24, 2024

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 under

The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)
October 09, 2024

Whats 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 app

Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)
September 25, 2024

Are you fully capitalizing on your businesss financial strategy? If not, you could be missing out on critical growth opportunities and tax savings. Lets celebrate 100 episodes of Live Life Liberated