Live Life Liberated

With 20 million lawsuits filed every year, asset protection has proven to be a major concern for wealthy individuals. In this episode, Derek Myron speaks with Siddharth Chhokar of Chhokar Law Group about how ultra-wealthy individuals can achieve true asset protection. They discuss powerful planning options for people who live in states that don’t have asset protection laws, along with strategies f...

The Treasury Department recently issued new FAQs regarding SBA PPP loans. It addresses many key questions and issues, however, some business owners remain in the dark and are looking for clarity.   In part three of the PPP loans series, Derek Myron speaks with Dan Yates, CEO at Endeavour Bank, to offer an insight from the banks’ perspective of the SBA PPP loans and the most recent expansion of the...

Congress has recently approved an additional $310 Billion in SBA PPP loans. This aims at supporting small businesses in running their operations and paying their workers. However, it is crucial that business owners gain an in-depth understanding of this program in order to optimize SBA PPP loans. At Centura Wealth Advisory, we help small business owners by through tax planning and business strateg...

In this follow-up COVID-19 episode, we expand on actions business owners should be taking in response to the  COVID-19 economic shut down, and follow up on some previously shared information. As the circumstances are constantly changing, we want our clients and the community to be well informed. Dan Yates, CEO of Endeavor Bank, returns for part 2 of our COVID-19 special update. Dan provides advice...

Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David Gebhardt of Centara Legal Group. Together...

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.  Derek Myron of Centura Wealth Advisory speaks with Dan Yates CEO of Endeavor Bank.  Dan shares updates on the ever-evolving processes for the distribution of the SBA’s Paycheck Protection P...

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 that can offer so much more. Today, Derek Myron joins Centura’s director of planning Sean Clark to explore the world of CLATs and the unique ways they...

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 Wealth . Today, you’ll meet one of those team members, Centura’s co-chief investment officer David Cariani, CFA, CFP®. In this episode, get to know...

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 their wealth with planning, precision, and purpose. In this episode, you’ll learn: Who Centura Wealth Advisory serves (and how they help!) How clien...