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Latest Episodes
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)
Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as
How To Make Smarter Planning and Investment Decisions in a Rising Interest Rate Environment (Ep. 52)
Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates. During this transition period, as interest and inflat
What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)
One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. And who better to talk about the client experience than
The Current Commercial Real Estate Landscape in Southern California (Ep. 50)
Are you looking for lucrative real estate opportunities in Southern California? If yes, then this episode is for you. In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voi
What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)
If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock posi
Private Equity Investment Opportunities in India (Ep. 48)
Do you want to diversify your portfolio by investing outside of the U.S. markets? If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging marke
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 2 (Ep. 47)
Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Mat
Cryptocurrency and Blockchain: A Revolution in Financial Services with Matt Hougan, Part 1 (Ep. 46)
The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. Yet, if you have no idea what cryptocurrency is and how blockchain technology wo
45. Financial Plan Failure? Why Centura’s Approach Helps Avoid a Plan Catastrophe with Sean Clark
What is Financial Plan Failure? Most people understand why maintenance for your health, car, home is critical to avoid a major catastrophe. We service our vehicles, go to the dentist, get an annual
44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two
The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impa