Sign up to save your podcasts
Or
Share Live Life Liberated
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Live Life Liberated
Live Life Liberated episodes
- Episode 19 – Potential Tax Implications from 2020 National and California State ElectionsTax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation. In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and …
Read More Read More
45 min - Episode 18 – The World Of Alternative InvestmentsAlternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you …
Read More Read More
36 min - Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael PariseToo many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners. Today, Jonathan Freeman is joined by John Parise and Michael Parise …
Read More Read More
35 min - Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted ConradsThe single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental …
Read More Read More
46 min - Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential ElectionThe Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you …
Read More Read More
29 min - Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick CalderonPrivate placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to …
Read More Read More
30 min - Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark GleibermanMulti-family real estate can provide a tax-efficient wealth-building model for yourself and your family. But has COVID-19 impacted the market, and if so, how? Today, Derek Myron speaks with Mark Gleiberman, CEO of MG Properties about multi-family real estate, the tax implications of multi-family real estate, and the impacts of COVID on the multi-family real …
Read More Read More
36 min - Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive AlternativesBusinesses of all sizes face risk in the best (and worst) of economic times, and it’s important as a business owner to make sure that you are covered. In this episode, Jonathan Freeman is joined by Mark Sims from Captive Alternatives to discuss alternative insurance options for risk management and how business owners and entrepreneurs …
Read More Read More
47 min - Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of LevitzacksWINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies, but what do all these acronyms really mean, and how can this strategy help save you money in taxes? In this episode of Live Life Liberated, Kyle Malmstrom is joined by Levitzacks’ tax strategist Mark Morris to discuss the ING strategy—who …
Read More Read More
32 min - Episode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the Passage of the SECURE Act – With Guest Mike ZelchFor many high-income earners, the problem they face when it comes to saving for retirement is an inability to save enough money pre-tax to meet their retirement goals. Rather than utilizing an “off-the-shelf” solution, Centura shares how options exist to supersize their deductions in a Defined Benefits Plan. In this episode, Derek Myron speaks with …
Read More Read More
28 min
About Live Life Liberated
From the publisher's feed
Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been…
exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.