Live Life Liberated
Latest Episodes
SPECIAL UPDATE: COVID-19
In 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.
Episode 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 th...
Episode 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...
Episode 1 — Introducing the Live Life Liberated Podcast
Centura 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 ...